Rozanna binti Abdul Rashid
Licensed Financial Planner
CFP, IFP
eCMSRL/88303/2018

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.



Building Wealth Through Knowledge

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