Syed Afiq

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Syed Afiq

MAS Rep No. SAB300100202
Senior Consultant

My Specialities

  • Comprehensive Financial Planning
  • Wealth Advisory and Management
  • Life and General Insurance Advisory
  • Tax and Estate Planning
  • Certified Islamic Wealth Advisor

About Me

Good day!

I am an Independent Financial Adviser (IFA) Representative for individuals, families and business owners.

Officially, my work is to offer unbiased independent advice on financial planning, investments, insurance, tax, and estate planning.

In reality, I help people sleep well at night, knowing they’re financially ready for anything life throws at them.

I do this because I find satisfaction in helping people achieve financial security. Knowing that I am able to help people in this important aspect of life is my motivation in pursuing this career.

My consultation services include Comprehensive Financial Planning, Wealth Advisory and Management, Life and General Insurance Advisory, Tax, and Estate Planning. I am also a Certified Islamic Wealth Adviser.

Being an IFA Representative allows me to give you greater flexibility and more choices. To achieve this, I am able to weave together solutions from various top and trusted insurance companies, investment platforms and service providers to customize a financial portfolio based on your unique needs.

I have been in the financial industry since 2012. My areas of expertise are personal finance, including wealth management and insurance advisory.

Formerly a Relationship Manager with Standard Chartered Bank, I managed the bank’s relationship with High Net Worth Individuals and their investment and insurance portfolios.

I am a Chartered Financial Consultant. It is an “Advanced Financial Planning” designation awarded by The American College of Financial Services. I am qualified to provide comprehensive advanced financial planning for individuals, professionals, and small business owners. The ChFC®/S professional qualification better equips me in achieving your financial goals.

This is my promise – I offer an uncompromising standard of financial advice with only your best interests at heart. Let’s work together to your financial security today!

  • BSc Information Technology, QUT
  • Chartered Financial Consultant (ChFC®)
Contact Me
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