Award-Winning Excellence in Financial Planning
Recognized industry leaders with over 15,000 successful client partnerships and multiple prestigious awards since 2018
Distinguished Recognition & Achievements
Excellence in Financial Advisory
Recognized by the Malaysian Financial Planning Association for outstanding service delivery and client satisfaction rates exceeding industry standards by 23%
2024Best Economic Planning Platform
Honored for innovative digital solutions that simplified complex financial planning processes, serving over 12,000 active users nationwide
2023Innovation in Financial Services
Awarded for pioneering educational approaches that increased financial literacy among clients by 89% through comprehensive planning programs
2023Client Choice Excellence
Voted top financial planning service based on independent client reviews, achieving 4.9/5 rating across multiple review platforms
2022Leadership & Professional Excellence
Ahmad Rahman
Senior Financial Advisor & Team Lead
With over 12 years of experience in financial planning and economic advisory, Ahmad has guided thousands of clients through complex financial decisions. His expertise spans retirement planning, investment strategies, and wealth management. He's particularly known for his ability to simplify complex financial concepts, making them accessible to clients from all backgrounds.
- Certified Financial Planner (CFP) - 2019
- Master's in Economic Planning - Universiti Malaya
- Led team serving 3,200+ individual clients
- Speaker at 45+ financial literacy seminars
- Published researcher on Malaysian economic trends
- Mentor to 28 junior financial advisors
Professional Certifications & Credentials
Certified Financial Planner
Financial Planning Association of Malaysia
Valid through 2026Securities Commission License
Securities Commission Malaysia
Active since 2018Risk Management Certification
Malaysian Institute of Risk Management
Renewed 2024Investment Advisory License
Bank Negara Malaysia
Valid through 2025