TANG CHUN PING
FAR CMSRL BBA RFP
CO-FOUNDER & EXECUTIVE DIRECTOR
TANG CHUN PING has more than 20 years of experience providing financial planning services. Graduated from University of Nottingham in Bachelor Degree in Business Administration, he also hold professional qualification of Registered Financial Planner RFP from Malaysian Financial Planning Council. His great passion in Risk & Insurance Planning, Estate Planning and Investment Planning had made him a consistent producer and award qualifier with outstanding clients’ testimonial using holistic approach in his advisory practice. He had accumulated more than 800 valuable clients who trusted him in his professional practice. He is an Approved Financial Adviser Representative (FAR) and Capital Markets Services Representative License (CMSRL) Holder to undertake the regulated activities of financial advisory and financial planning.
ZALINA BINTI MOHD ISHAK
FAR CMSRL RFP SRFP FChFP MFP
EXECUTIVE DIRECTOR
Puan Zalina is a licensed and qualified Financial Planning Practitioner with a Master Degree in Financial Planning from UCSI University. She has Registered Financial Planner (RFP) and Shariah Registered Financial Planner (SRFP) designation from Malaysian Financial Planning Council (MFPC) and Fellow Chartered Financial Practitioner ( FChFP) from NAMLIFA. She was among the first batch RFP graduate and Shariah RFP graduate when RFP and Shariah RFP were first being introduced in Malaysia by Bank Negara. She is Bank Negara Approved Financial Adviser Representative (FAR) and hold a Capital Markets Services Representative License (CMSRL) from Securities Commission to undertake regulated activities of financial planning.
Besides being a practitioner, she is MFPC Certified RFP and Shariah RFP Trainer and Examiner. Among her RFP students are financial professionals from various agencies, FA Firms, financial institutions and government linked bodies.
She is Human Resource Development Fund (HRDF) Certified Trainer and is Financial Planning subject matter expert recognised by Jabatan Kemahiran Malaysia (JPK) - Malaysian Skills Certification (Financial Planning). She is a lead trainer in Government Financial Planning Programmes under INTAN Institute Tadbiran Awam Negara, KWAP Kumpulan Wang Persaraan (Diperbadankan) and EPF Employees Provident Fund.
As a person who continues to pursue for lifelong learning and improvement, she is currently pursuing her PhD as a PhD Candidate of University Putra Malaysia (UPM), Serdang.
Besides being a practitioner, she is MFPC Certified RFP and Shariah RFP Trainer and Examiner. Among her RFP students are financial professionals from various agencies, FA Firms, financial institutions and government linked bodies.
She is Human Resource Development Fund (HRDF) Certified Trainer and is Financial Planning subject matter expert recognised by Jabatan Kemahiran Malaysia (JPK) - Malaysian Skills Certification (Financial Planning). She is a lead trainer in Government Financial Planning Programmes under INTAN Institute Tadbiran Awam Negara, KWAP Kumpulan Wang Persaraan (Diperbadankan) and EPF Employees Provident Fund.
As a person who continues to pursue for lifelong learning and improvement, she is currently pursuing her PhD as a PhD Candidate of University Putra Malaysia (UPM), Serdang.
UMMU ZAHIDAH BINTI ABDUL HALIM
FAR B.FS (Hons)
HEAD OF COMPLIANCE
Graduating from the Islamic Science University of Malaysia (USIM), Ummu Zahidah obtained her Bachelor's Degree in Financial Services and subsequently obtained her Financial Adviser Representative and Islamic FAR license from Bank Negara, under YES Financial Berhad. She holds professional qualifications as an Associate RFP and Shariah RFP with the Malaysian Financial Planning Council. She was promoted to Head of Compliance at YES Financial Berhad, where she oversees the compliance function and regulatory reporting to regulators, including Bank Negara Malaysia, the Securities Commission, and the Federation of Investment Managers Malaysia.
She is also the Executive Director of YES Trustees Berhad, where Ummu Zahidah oversees the company's operations and compliance functions, focusing on efficiency, strategic alignment, and regulatory reporting. She ensures that all business activities comply with regulatory requirements and industry standards, maintaining the organization's reputation for integrity and trustworthiness.
She is also the Executive Director of YES Trustees Berhad, where Ummu Zahidah oversees the company's operations and compliance functions, focusing on efficiency, strategic alignment, and regulatory reporting. She ensures that all business activities comply with regulatory requirements and industry standards, maintaining the organization's reputation for integrity and trustworthiness.
