Licensed Financial Planner
Fadzizul Zakaria is a Licensed Financial Planner from Phillip Wealth Planners Sdn Bhd. He has been helping many High Net Worth families and individuals, especially Medical Professionals and Business Owner to optimise their wealth in order to achieve financial freedom by providing a tailor made financial plan that is specific to suit them.
Today, he has the professional qualification as a Shariah Registered Financial Planner (ShRFP), certified by Malaysian Financial Planning Council (MFPC). He is also hold professional Liceness directly from Bank Negara Malaysia (BNM) as a Financial Adviser Representative (FAR) and Capital Markets Services Representative’s License (CMSRL) which he obtained from Security Commission Malaysia (SC). Only with these licenses, it enables him to conduct the regulated activity like financial planning to his client.
He is also regularly being one of the panel for FinPlan4u in the InvestSmart event, an annual event that organized by SC. FinPlan4u is a financial planning service desk which enables visitors to obtain initial assessment of their financial status and learn to better manage their savings and investment.
As a Licensed Financial Planner, he grows his passion in giving the advisory that focusing on the constructing of the financial road map to cater what the client want and need. He offers a wide range of financial advisory services. Unlike the agents, he is representing his client in giving the unbiased advisory and product recommendation.
PROFESSIONAL QUALIFICATION :
Shariah Registered Financial Planner (ShRFP)
Ordinary Member: M30012247
Malaysian Financial Planning Council (MFPC)
Capital Markets Services Representative’s License (CMSRL)
License No: eCMSRL/B8284/2018
Security Commission Malaysia (SC)
Financial Adviser Representative (FAR)
License No: 472
Bank Negara Malaysia (BNM)