Joshua Teoh Sheak Yao 张津瑞
Senior Financial Advisor
|Yes Financial Berhad
Senior Licensed Financial Adviser that holds 7 years of financial industry experience crafting impactful and compliant strategies for HNW Individual & Corporation. Recognized by Bank Negara Malaysia & Securities Commission Malaysia Professional Licensed Holder : 1. Financial Adviser Representative (FAR) by Bank Negara Malaysia 2. Islamic Financial Adviser(IFAR) by Bank Negara Malaysia. 3. Capital Market Services Representative License (CMSRL) by Securities Commission Malaysia 4. Corporate UTS Adviser by Federation Investment Manager Malaysia(FIMM) 5. Shariah Registered Financial Planner(ShRFP) by Malaysian Financial Planning Council(MFPC) 6. Associate Registered Financial Planner(ARFP) by Malaysian Financial Planning Council(MFPC) 7. Anti Money Laundering (AML) by ITA Asia (Offshore/Labuan Financial Institution) Academic Background : Bachelor’s in Finance & Management Msc in Business Administration Specialized in Business Analysis PHD In Economics ( On Going )