Adli Bin Ishak
Adli Ishak is a licensed and highly experienced Financial Planner with progressive expertise in both corporate and individual financial planning since 2017. Backed by an MBA in Finance and multiple certifications - including Certified Financial Planner (CFP), Islamic Financial Planner (IFP), and Shariah Registered Financial Planner - Adli delivers holistic advisory services in areas such as investment management, risk management, zakat & tax planning, and estate planning.
Currently serving as Wealth Planning Director at TSI Wealth Planners, Adli also holds senior roles with Phillip Wealth Planners and Phillip Mutual Berhad. His earlier career includes strategic and analytical positions in prominent organizations such as PETRONAS Carigali, Touch ‘n Go, and MATRADE, enriching his understanding of both financial and operational landscapes.
Passionate about financial literacy, Adli actively engages with youth and university communities across Malaysia, advocating for smarter money management and Shariah-compliant financial solutions.