Whitman Independent Advisors
Rumi Yeo is an experienced professional in the financial and mortgage advisory sectors, currently serving as a Capital Markets Services Representative at Whitman Independent Advisors since October 2021. Rumi has been the Director at MortgageLink Advisory since January 1999, overseeing consultants' training and development, agency management, strategic positioning, management of key accounts, and recruitment. Prior experience includes the role of Business Development Manager at Philips Malaysia Sdn Bhd from June 1996 to 1999, where a focus was placed on developing business strategies for testing and measuring equipment in the TV Broadcast Industry. Rumi holds an MBA in Business Administration and Management from Keele University and a Diploma in Technology, Electronics from Tunku Abdul Rahman University College.
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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.