Rozanna binti Abdul Rashid
Licensed Financial Planner
My passion with financial planning arose when I found gaps in advising clients into purchasing investment assets without seeing the full picture and understanding a client’s financial position.
I Graduated from the London School of Economics in an MSc with Real Estate Economics & Finance, I am also a Licensed Financial Planner and Shariah Financial Planner regulated by the Securities Commission and Bank Negara Malaysia.
With a background and specialising in real estate, incorporating financial planning complements an individual’s personal finances in a more complete manner. With financial planning, there is a more holistic approach into looking into personal finances in achieving the client’s needs and dreams.