Ramai orang recap last decade, nak jugak la recap.
2010
-Left Ernst & Young to go to Oman. Working overseas for the -first time.
– Came back to Malaysia in December to help set up a new government agency. Joined Khazanah temporarily as an employee while this agency was set up.
– Went back to US for the first time (with the family) after graduating
2011
– Completed the initial set up of the company with around February. Converted all employees as employees of this newly set up government agency known as TalentCorp.
– First Senior Management Position at age 30 overseeing HR, Finance, Procurement, and Admin
– Had our second child, Ayn Rayhana (cukup sepasang) in September
– Pergi Italy for holidays for the first time.
2012
– Promoted to HoD, GM equivalent position in TalentCorp at age 31
– Alternate member to Greater KL NKEA Steering Committee under Kementerian Wilayah.
– TalentCorp launched Talent Roadmap 2020
– Managing up to 30 subordinates in Shared Services inclusive of HR, Finance, Procurement, Admin, IT, Programme Mgmt, Legal, Co Sec, Strategic Planning.
– Conducted first ever financial awareness talk in TalentCorp
– Pass TBE, and joined Great Eastern Takaful
– Pass PCE / CEILI, and joined Gibraltar BSN
– Pass CUTE and joined CWA
– Decided to go into Financial Planning as a career post TalentCorp
– Kena stab in the back (professionally)
2013
– Started planning my exit from TalentCorp
2014
– Tendered resignation from TalentCorp
– Set up SOFIS Financial Consultants with and
2015
– Joined Arise Asia as a Freelance Consultant in Mgmt Consulting
– Helped set up Malaysia Professional Accountancy Center (MyPAC)
– Travelled all around semenanjung Malaysia to convince UiTM students to take up ACCA under MyPAC
– Started Certified Financial Planner (CFP) certification
– Met with and
– Top prize for CFP Module 3 – Invesment and Retirement Planning
– Conducted the first series of Financial Wellness Programme (FWP) with TNB Janamanjung
– Set up SoCool Airconditioning & Electrical Services
2016
– Decided to set up our own Financial Firm – Wealth Vantage Advisory Sdn. Bhd. in September
– Completed CFP certification in July
– Helped to helm a management and financial turnaround of a frozen food manufacturing company for about 9 months.
– Registered as Financial Advisor Representative (FAR)
– My dad passed away in January
2017
– Started the license application process for CMSL, FA and CUTA from the regulators
– FA Licensed approved in December
– Continued conducting FWP programmes in organizations
– Started generating income for the firm on non regulated financial activities
– Climbed Mount Kinabalu
2018
– CMSL License approved in March
– CUTA License approved in April
– Completed first round of migration from previous firm for all advisors
– First annual planning / treasure hunt activity in Tambun, Perak
– Signed up the firm’s Financial Planning clients in March
– Invited as panel at FPAM’s Symposium
– First appearance on TV as an invited guest on Ringgit Sense
– Did several additional appearances on TV
– Have full time advisor in Northern area
– Started working together with MyPF
– Firm has more than 100++ Financial Planning clients
– Completed Islamic Financial Planner (IFP) certification
– Climbed Bromo and Jerai
2019
– Second annual planning / treasure hunt activity in Melaka
– Completed majority stake acquisition in MyPF
– Completed takeover of SIPOC BPO
– Firm has more than 200 ++ Financial Planning clients
– A few more additional appearances on TV and Podcasts
– Organized first ever Kem Bijak Wang, targeted to improve financial literacy among the younger generation
Phew, jadi panjang lah pulak….
Here’s hopefully to this next decade become better insyaallah than the previous one.