Adli Ishak is a Licensed Financial Planner with over 7 years of hands-on experience in delivering comprehensive financial planning and wealth management solutions. With a strong educational foundation—including an MBA in Finance from Universiti Teknologi MARA (UiTM)—Adli has built a reputation for helping both individuals and corporate clients achieve financial clarity, security, and growth.

He holds multiple professional certifications, including Certified Financial Planner (CFP), Islamic Financial Planner (IFP), and Shariah Registered Financial Planner (RFP), demonstrating his expertise in both conventional and Shariah-compliant financial planning.

In addition, he is a qualified technical analyst with a Diploma in Technical Analysis from the Society of Technical Analysts (MSTA, UK), adding a strategic edge to his investment advisory services.

Adli currently serves as the Wealth Planning Director at TSI Wealth Planners and holds senior roles at Phillip Wealth Planners and Phillip Mutual Berhad. His key areas of expertise include investment management, risk protection, estate planning, children’s education planning, and zakat and tax optimisation—making him a holistic advisor to a wide range of clients.

With prior industry experience at leading organisations such as PETRONAS Carigali, Touch 'n Go, POS Malaysia, and MATRADE, Adli brings strategic insights from the public and private sectors, further enhancing his ability to craft tailored, practical financial solutions.

Beyond his professional roles, Adli is a passionate advocate for financial literacy in Malaysia. He regularly speaks at universities and community programs, aiming to educate the public—particularly youth—on the importance of sound financial habits and planning.

Combining analytical thinking, strong interpersonal skills, and a deep sense of ethical responsibility, Adli is committed to making financial planning more accessible, impactful, and aligned with clients’ long-term goals and values.