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Shahareen Abbas

Shahareen Abbas

Remisier

Followers of Shahareen Abbas58 followers
location of Shahareen AbbasPetaling Jaya, Selangor, Malaysia

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  • Timeline

  • About me

    Vice President, Client Advisory

  • Education

    • University of Southampton, UK

      1980 - 1982
      MSc Applied Statistics Postgraduate Certificate in Statistics (Distinction)

      Graduated in M SC ( Applied Statistics)

    • MARA Institute of Technology, Shah Alam, Selangor, Malaysia

      1974 - 1977
      Diploma in Statistics Statistics CGPA - 3.84

  • Experience

    • CIMB Investment Bank

      Jan 1995 - Jan 2008
      Remisier

      Trading in securities for retail clients.

    • As-Salihin Trustee Bhd

      Sept 2010 - now
      Islamic Estate Planner

      I provide comprehensive Islamic Estate Planning services utilising various instruments like Wasiat, Deklarasi Harta Sepencarian, Pri-Hibah ( i.e. gift during lifetime which are transferable upon death), Insurance Trusts, Living Trusts (local and foreign) and Buy-Sell Agreements for business owners.

    • Whitman Independent Advisors Sdn Bhd

      Oct 2011 - now
      Vice President, Client Advisory

      I provide Family Office and Holistic Wealth Management Services integrating Investments, Estate Planning, Risk Management, Retirement Planning, Children's Education Planning, Debt Management and Tax Panning for Clients who are Professionals, Business Owners, Retirees and Inheritors of family wealth. By utilizing the proprietary system, Money Optimization System (TM) developed by the company, I advise Clients on how to grow their Net Worth with high certainty and minimum risk.

  • Licenses & Certifications

    • CFP; Syariah RFP, AEPP