Mohamad Faris

Mohamad Faris Email and Phone Number

Financial Planning Analyst / Paraplanner @ AS White Global
australia
Mohamad Faris's Location
Ipoh, Perak, Malaysia, Malaysia
About Mohamad Faris

Mohamad Faris is a Financial Planning Analyst / Paraplanner at AS White Global. He is proficient in English, Malay and Cantonese.

Mohamad Faris's Current Company Details
AS White Global

As White Global

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Financial Planning Analyst / Paraplanner
australia
Website:
aswhiteglobal.com
Employees:
402
Mohamad Faris Work Experience Details
  • As White Global
    Financial Planning Analyst
    As White Global Jul 2022 - Present
    View
  • Altus Financial
    Paraplanner
    Altus Financial Aug 2023 - Present
    View
  • Capacity Connection
    Financial Planning Analyst
    Capacity Connection Jul 2022 - Aug 2023
    View
  • Redgate Consulting Sdn Bhd
    Senior Paraplanner
    Redgate Consulting Sdn Bhd Feb 2021 - Jul 2022
    Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia
    - Monitor and assist paraplanners by ensuring that they adhere to timelines / work processes including pre-vetting and all other processes with regards to churning out of work.- Support Team Lead in all aspects of company’s daily operation including other paraplanning duties such as preparation of advice documents.
  • Redgate Consulting Sdn Bhd
    Paraplanner
    Redgate Consulting Sdn Bhd Oct 2019 - Jan 2021
    Kuala Lumpur, Malaysia
    - Work closely with Australian Financial Advisers and assist in doing financial product research to support recommendations. - Prepare cashflow projections using Xplan (XTools+, Wealthsolver and Risk Researcher) financial planning software. - Prepare Statements of Advice (SoA), Records of Advice (RoA), Execution Only and other strategy documents within timeline.
  • Viq Apparel
    Internship Trainee
    Viq Apparel Feb 2019 - Jun 2019
    Perak, Malaysia

Mohamad Faris Education Details

Frequently Asked Questions about Mohamad Faris

What company does Mohamad Faris work for?

Mohamad Faris works for As White Global

What is Mohamad Faris's role at the current company?

Mohamad Faris's current role is Financial Planning Analyst / Paraplanner.

What schools did Mohamad Faris attend?

Mohamad Faris attended Universiti Utara Malaysia, Kolej Matrikulasi Negeri Sembilan (Kmns).

Who are Mohamad Faris's colleagues?

Mohamad Faris's colleagues are David Policarpio, Lander Moreno, Norshafiqah Mohd Noryatim, Nurlaila Mohamad Kasim, Tashayaini Pannir Selvam, Ernest James David, Arvee Loraine Luna.

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