Founder of DPWA & Managing Director

Following a decade at Citibank, Deenia left in 1996 to start her own financial management business. At the beginning, D Planners & Associates – as it was known then – specialised in Mutual (unit trust) Funds and Insurance from KL Mutual Bhd (now known as Public Mutual Bhd), MAAKL Mutual Bhd (now known as Manulife Asset Management Services Bhd), and Great Eastern.

Fast forward to 2017, Deenia realigned the firm’s values, which resulted in a revamp of the business into a FinTech firm. D Planners & Associates was reenvisioned as D Planners Wealth Advisory PLT and struck a joint venture with iFAST Corporation Ltd. to open a client-centred satellite office.

Today, Deenia continues to steer the ship at DPWA and solidify its foundation through relationships with its advisors and clients. She is highly experienced in portfolio management with a specialty in retirement income portfolio, as well as managing advisors.

Licenses

• Certified Financial Planner (CFP)
• Registered Capital Markets Services Representative’s License (CMSRL)
• Registered Financial Adviser’s Representative (FAR)
• Licensed Unit Trust & Private Retirement Scheme Consultant (UTC & PRSC)

Director

TJ joined DPWA in 2004 with licenses held in KL Mutual Bhd (now known as Public Mutual Bhd), & MAAKL Mutual Bhd (now known as Manulife Asset Management Services Bhd). He is also a registered Rockwills Estate Planner and Securities Commission Marketing Representative, which complements his estate planning experience to future-proof his clients’ assets. Prior to DPWA, TJ spent 20 years managing retail and consumer businesses.

Licenses

• Certified Associate Financial Planner (AFP)
• Registered Marketing Representative (MR) License under Securities Commission
• Licensed Unit Trust & Private Retirement Scheme Consultant (UTC & PRSC)
• Licensed Rockwills Estate Planner

General & Portfolio Manager

Prior to joining DPWA, Denzil was a content manager in digital marketing and advertising. He then switched gears to wealth management, attaining his investment licenses in the process.

His specialty in investment portfolios is strengthened by his value investing approach, a strategy that actively seeks undervalued and underestimated investments for long-term growth. His role is also integral to the firm’s smooth operations as he oversees its administration and finances.

Licenses

• Certified Financial Planner (CFP)
• Registered Capital Markets Services Representative’s License (CMSRL)
• Registered Financial Adviser’s Representative (FAR)
• Licensed Unit Trust & Private Retirement Scheme Consultant (UTC & PRSC)
• Licensed Rockwills Estate Planner

Wealth & Legal Advisor LL.B (Hons)

Shermaine possesses vast knowledge in estate law with regards to wills and trusts. Having practised as a corporate lawyer for 6 years, she also has experience in dealing with business owners and management teams, executing corporate deals and financing transactions, and providing corporate advisory services.

She is also a licensed Certified Financial Planner providing investment and financial advisory services.

Admin Manager

As a long-standing employee of DPWA who has worked here for over 11 years, Siti is an invaluable asset to the firm who is well-versed in the administration and operations of the financial and investment industry. She manages the firm’s most sensitive and essential transactions and processes.