Whitman Independent Advisors
Nadzir Mansor is an experienced financial professional currently serving as the Assistant Vice President at Whitman Independent Advisors since January 2020. Previously, Nadzir held the position of Unit Trust Consultant at Affin Hwang Asset Management Berhad from January to December 2019 and worked as a Key Account Manager at Glodon Company Limited from March 2016 to October 2019. In addition to professional experience, Nadzir is pursuing an Associate Shariah Registered Financial Planning degree from the Malaysia Financial Planning Council, with studies ongoing since 2020. Educational background includes a degree from Universiti Teknologi MARA, completed in 2013.
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Whitman Independent Advisors
Whitman Independent Advisors Sdn. Bhd. 200001023419 (526027-A) Whitman Independent Advisors was established in 2000 (4 years before financial planning license was introduced in Malaysia) by Yap Ming Hui with a bold vision to revolutionise the financial services industry by offering fee-charging financial planning services—an idea that was relatively unfamiliar at the time. Unlike conventional financial institutions that employ a one-size-fits-all product pushing approach which causes unnecessary financial wastage for consumers, Yap firmly believes in the value of holistic financial planning. This comprehensive approach offers an accurate assessment of an individual's financial situation and provides tailored solutions to help them achieve their desired financial outcomes. During its early years, Whitman primarily served high net worth clients, including influential PLC owners. However, a serendipitous encounter with a single mother in need of impartial financial guidance proved to be a transformative moment. This encounter served as a powerful catalyst for Whitman to expand its services and venture into the middle-class market. Yap saw an opportunity to shape a future where vast majority of Malaysians, guided by fee-charging financial planners, can avoid costly financial mistakes, capitalise on opportunities to optimise their hard-earned assets, and ultimately increase their likelihood of achieving financial freedom. Over the years, Yap has played an instrumental role in educating thousands of Malaysians about the importance of engaging a financial planner to optimise their financial wealth. Today, Whitman proudly stands as the leading fee-charging financial planning firm, overseeing more than RM4 billion of clients' wealth.