ABOUT US
Get to know our Vision, Mission and The Team
Our team is made up of professionals from various backgrounds, each with their own unique set of skills and expertise. Our shared passion is to help the public with their financial needs and to promote financial literacy. We firmly believe that by elevating financial literacy, we can empower individuals and families to better manage their finances, and ultimately improve their lives. At our core, we are committed to providing the best and most superior financial services to our clients. Our approach is holistic, unbiased, and client-centric, which means that we take the time to understand our clients' unique circumstances and goals, and tailor our solutions accordingly. Most importantly, we our uphold the importance of shariah compliance solutions. We offer a wide range of financial services, including financial planning, investment management, retirement planning, estate planning, and more. Our licensed professionals have a deep understanding of the financial landscape and are equipped with the tools and knowledge to help our clients achieve their financial goals. We are dedicated to building strong, long-lasting relationships with our clients, and we work tirelessly to provide the highest level of expertise and care. We believe in transparency and open communication, and we take the time to educate our clients so that they can make informed decisions about their finances. Ultimately, our goal is to empower individuals and families with the tools and knowledge they need to achieve financial security and independence, and to build a better future for themselves and their loved ones. We are here to help, and we look forward to working with you to achieve your financial goals.
Vision
Our Vision Is To Become World Class Islamic Financial Services Provider
Mission
Our focus to enhance the quality of life by providing superior islamic financial services
Our aim is to deliver the best, unbiased and transparent wealth advisory services to all our clients and business partners
Our value is to uphold professionalism and and full conformity to regulations
Our Team
Irda Rina Kamarulbahrain
Chief Executive Officer
Irda Rina Kamarulbahrain is a charismatic Malaysian professional with a diverse background in banking and finance. She has a proven track record of nearly two decades of experience in the industry, having worked in various financial organizations and roles. In 1999, Irda Rina obtained a Diploma in Banking from the prestigious Universiti Teknologi Mara (UiTM), followed by a Bachelor of Business Administration (Hons) in Marketing in 2001 from the same institution. Later, she became an Islamic Financial Planner (IFP) by completing the course at the Islamic Banking & Finance Institute Malaysia (IBFIM). Irda Rina began her career in June 2001 as a Corporate Banking Executive with Malayan Banking Berhad. She worked there for almost five years before joining Credit Guarantee Corporation Berhad (CGC), where she served as the Loan Monitoring and Rehabilitation Executive until November 2007. In June 2008, Irda Rina joined the Labuan Financial Services Authority (LFSA) as a Senior Executive, where she worked for two years in the Financial and Services Policies Department. She later joined Phillip Wealth Planners Sdn. Bhd. as a Licensed Financial Adviser Representative (FPR) and currently serves as a Licensed Financial Adviser Representative (FAR) with TSI Wealth Planners Sdn Bhd. With her strong educational background and extensive work experience, Irda Rina has developed a deep understanding of the financial industry, particularly in the areas of Islamic finance, legacy planning and financial planning. She is well-respected by her colleagues and clients alike for her exceptional interpersonal skills and her ability to provide personalized financial advice that meets their unique needs. Irda Rina specialty in Estate Planning also qualify her to be one the Subject Matter Expert with MFPC. In summary, Irda Rina Kamarulbahrain is an accomplished professional with an impressive career in the banking and finance industry. She is a skilled financial advisor and an expert in Islamic legacy and finance, making her a valuable asset to any organization in the industry.
Mohamad Fakhrul Radzi Zainudin
Head of Operation & Compliance
Mohamad Fakhrul Radzi Bin Zainudin is an accomplished finance professional in Malaysia. With a strong academic background and extensive experience in the financial industry, he has gained a deep understanding of financial planning and investment management. Fakhrul Radzi completed his Bachelor of Science in Islamic Finance from the International Islamic University Malaysia (IIUM) in 2016. He then pursued further education, obtaining the Certified Financial Planner (CFP) certification from the Financial Planning Association Malaysia (FPAM) in 2017, followed by the Islamic Financial Planner (IFP) certification from the Islamic Banking & Finance Institute Malaysia (IBFIM) in 2018. In 2020, he obtained a Master's degree in Finance (MSc. Finance) from IIUM. Fakhrul Radzi's work experience includes positions at Phillip Wealth Planners Sdn. Bhd. and Phillip Mutual Bhd., where he has been working as a Licensed Financial Adviser Representative (FAR) since April 2017. He also works as a Private Retirement Scheme (PRS) consultant with Phillip Mutual Bhd. Additionally, he worked as an Education Officer with the Malaysian Financial Planning Council (MFPC) from December 2016 to May 2018, and he has also worked with Bank Islam Malaysia Berhad (BIMB) as an Operations staff. Fakhrul Radzi's expertise in financial planning and investment management has made him a respected and trusted advisor in the industry. He is known for his ability to provide tailored financial advice to his clients based on their unique needs and goals. His dedication to continuous education and professional development has also helped him stay on top of the latest industry trends and best practices. Fakhrul Radzi is also a Subject Matter Expert with MFPC. In summary, Mohamad Fakhrul Radzi Bin Zainudin is a highly qualified finance professional with significant experience in financial planning and investment management. His academic background and professional certifications make him a valuable asset to any organization in the financial industry.
Ahmad Zakwan Abd Rahman
Head of Adviser Development
Ahmad Zakwan Bin Abd Rahman is an accomplished finance professional in Malaysia, with a strong background in engineering. His experience in both fields has given him a unique perspective on financial planning and investment management. Zakwan received his Master of Engineering (Meng.) from the University of Sheffield in 2011. He then pursued further education, obtaining the affiliate status of Shariah Registered Financial Planner (Sh.RFP) certification from the Malaysian Financial Planning Council (MFPC) in 2018. Zakwan has significant work experience in the oil and gas industry, starting with his position as an Engineer at Sapura Energy Berhad from November 2011 to December 2018. In December 2018, he moved to PRefChem to assume his duty as Energy Engineer, overseeing energy management of Steam Cracker Complex. He left the oil and gas industry at the end of 2020 to become a Licensed Financial Planner and approved Financial Adviser Representative by Bank Negara Malaysia with Phillip Wealth Planners, to accomplish his ambition in the finance industry having started his career in finance industry as unit trust consultant back in 2016 with Phillip Mutual Berhad. Today, Zakwan is one of the Subject Matter Expert with MFPC. In summary, Ahmad Zakwan Bin Abd Rahman is a highly qualified finance professional with significant experience in both engineering and finance. His unique perspective and deep knowledge of financial planning and investment management make him a valuable asset to any organization in the financial industry.
Ahmad Zahiruddin Saruji
Head of Branding
Ahmad Zahiruddin Bin Saruji is a Financial Adviser Respresentative that has been involved in the industry since 2018. He has a background in engineering and is a Shariah Registered Financial Planner with the Malaysian Financial Planning Council. Zahiruddin received his Bachelor's degree in Mechanical Engineering, majoring in Automotive, from the Universiti Teknologi Malaysia in 2008. Zahiruddin's work experience started in 2008 at Perusahaan Otomobil Nasional (PROTON), where he worked as a Production Engineer for six years. After that, he moved to Sensata Technologies (M) Sdn Bhd as a Quality Engineer from September 2014 to January 2015. In February 2015, Zahiruddin started working at the Ministry of Health as an Engineer until October 2020. Zahiruddin made a career change in October 2018 when he started working at Phillip Mutual Sdn. Bhd as a Public Retirement Scheme (PRS) Consultant and later as a Unit Trust Consultant in January 2015. In December 2018, he became a Licensed Financial Adviser Representative and in April 2019, a Licensed Financial Planner Representative with Phillip Wealth Planners Sdn. Bhd. Currently, he is one of key member in the TSI Wealth Planner organization. With his diverse background, Zahiruddin is able to bring a unique perspective to his work as a financial planner and consultant. He is committed to helping his clients achieve their financial goals and ensuring that their investments align with their values. Zahiruddin's engineering background has given him a strong analytical mindset, which he applies to his work in finance, making him an asset to his clients and his company.
Mohamad Azhar Baharudin
Head of Sales
Mohamad Azhar Bin Baharudin is a highly qualified financial planner with a strong background in engineering. He graduated from Universiti Teknologi Malaysia with a Bachelor of Electrical Engineering degree in Telecommunication in 2009. After working as a project engineer with various companies, he decided to pursue a career in financial planning and obtained his Shariah Registered Financial Planner (RFP) certification from the Malaysian Financial Planning Council in 2017. Currently, Mohamad Azhar is a Licensed Financial Adviser Representative (FAR) and Licensed Financial Planner Representative (FPR). He provides personalized financial planning advice to clients. In addition, he is also providing unit trust services since 2016. Before entering the financial industry, Mohamad Azhar worked as a project engineer with companies like CMC Communications Pte Ltd, Yeoh Tiong Lay Corporation Sdn Bhd, and Angsana Tunas Sdn Bhd, where he gained extensive experience in mechanical and electronic engineering. Mohamad Azhar is a skilled professional who brings a unique perspective to his work, combining his engineering knowledge with his expertise in financial planning. He is committed to providing his clients with the best possible financial advice to help them achieve their financial goals.