Rozanna Rashid

Director

Rozanna Rashid

  • Director
  • Licensed Financial Planner, CFP, IFP, MSc
  • eCMSRL/B9833/2020

Her passion with financial planning arose when she found gaps in advising clients into purchasing investment assets without seeing the full picture and understanding a client’s financial position.

She graduated from the London School of Economics in an MSc with Real Estate Economics & Finance, she is also a Licensed Financial Planner and Islamic Financial Planner regulated by the Securities Commission. She was a Corporate Banker with Standard Chartered Bank prior to her MSc.

With a background in and specialising in real estate and islamic Faraid principles, incorporating financial planning complements an individual’s personal finances in a more complete manner. With financial planning, there is a more integrated approach in looking into personal finances in achieving the client’s needs and dreams.

She was also a finalist for the Malaysia Financial Planner Year Award 2019. She is passionate to lead on islamic financial planning and property investment planning.