Alvin Yap – MSc.FP, RFP, IFP
Founder and Managing Director of A.D. Avallis Financial
Has more than 20 years of vast experience in Personal and Corporate Risk Management specializing in Asset Protection and Preservation Planning for High Net Worth and High Complex Wealth Individual as part of their Generational Wealth Strategies. He is a sought after speaker, presenter, panelist on this subject matter in the regional countries like Malaysia, Hong Kong, Macau and Australia. Having many credentials on Financial Planning, he is also one of the few Non-Muslim Licensed Practicing Islamic Financial Planner in the region. His expertise covers both Islamic and Civil Financial Planning for both Muslim and Non-Muslim client.
A strong believer in Preservation first, Accumulation second and Distribution last is the best strategy and remedy for individual who has High Complex Wealth situation. He is much sought after by many Public Listed Family Business Owners in planning their Ultimate Family and Business structure in order to achieve family harmony, unity and dedicated descendent in growing the family wealth for many generations.[/row_fluid] [hr] [row_fluid]
M. Salim – BBA, ChFC
Principal Partner and Chief Executive Officer
Has over 14 years of vast experience in Personal and Corporate Risk Management in the Financial Sector.
Graduated with a Bachelor Degree in Engineering from the Curtin University of Perth, Australia, he also obtained Chartered Life Practitioner (ChLP) specializing in Estate Planning and Risk Management, a Fellow Chartered Financial Practitioner (FChFP) and the Registered Financial Planner (RFP) by Malaysian Financial Planning Council (MFPC). With his latest conferment…. Master of Science in Financial Planning (MScFP) from Phoenix International University of New Zealand, he is a qualified and licensed practicing Financial Planner by Securities Commission Malaysia.[/row_fluid] [hr] [row_fluid]
Low Ee Meng Isaac – BBA, CLU, ChFC, CFA
Principal Partner and Head, Investment Advisory
Isaac heads the Investment Advisory Services team, the hub of investment planning and execution for the firm. Leveraging Avallis Financial’s proprietary investment management software, Isaac and his team deliver insightful investment recommendations upheld by a combined depth of experience in financial markets.
Isaac graduated from the National University of Singapore with a degree in Business Administration, and is a Chartered Life Underwriter and Chartered Financial Consultant from The American College. He is also a Charter Holder of the Chartered Financial Analyst designation from the CFA Institute and a member of CFA Institute Singapore.[/row_fluid]