DR. DONALD CHARLES DE ROZARIO

Profile of Dr Donald Charles De Rozario has more than thirty (30) years of experience in insurance planning and risk management linked with Allianz Life. He moved into financial planning and became Executive Director of A.D. Capital Sdn. Bhd., now known as A.D. Financial Sdn. Bhd. a financial planning organization in 2003. He then formed ADC Wealth Resources Sdn. Bhd. in 2005 and hence became the founder, Managing Director & Chief Executive Officer. (www.adcwealthresources.com) He obtained the Australian and New Zealand Institute of Insurance and Finance (ANZIIF) in 1989 and completed Certified Financial Planner (CFP) and Registered Financial Planner (RFP) in 2007. He became a Licensed Financial Planner (Capital Markets Services Representative's License) with Securities Commission in 2008. He graduated as a Doctor of Philosophy (PhD) in Financial Planning from Pebble Hills University, USA in February 2010. He obtained his 2nd PhD, Doctorate in Practical Ministry with Wagner Leadership Institute in 2015. He provides wealth planning advisory, services and solutions with a team of fifty (50) associates specializing in wealth planning with Providence Malaysia, Kenanga group, Phillip Mutual Berhad & various other providers & platforms. He is a certified trainer in Professional Patterns of Selling and other courses with Allianz Life Insurance Malaysia Berhad (Allianz Life). He has achieved many industry awards like National Top Producer club in wealth management over the years and is a much sought after speaker or trainer in wealth management. He has been assigned to Indonesia & Singapore to advise and provide solutions in wealth management. In total, he has at least one-thousand (1000) clients in Wealth Protection, Wealth Accumulation and Wealth Distribution. In his Financial Planning career, as co-owner of A.D. Financial Sdn Bhd., he was overseeing the Insurance Planning department and the organization achieved many top awards in the company & industry. He was head hunted to join the Financial Planning arm in CIMB Wealth Advisors Bhd in 2007 till 2010. He was offered to join Axcelink Wealth Advisory Sdn. Bhd. as Associate Director. Thus, he left Standard Financial Planner Sdn. Bhd. to join Axcelink Wealth Advisory Sdn. Bhd. in 2012 until 2018. Over the period as a Financial Planner, besides providing services and solutions using the various financial tools, he also did advisory and charged fees from RM500 - RM5,000 for modular planning from Investment Planning which is consist of Retirement Planning and Education Planning to Insurance Planning to Estate Planning to Comprehensive Financial Planning. In 2015, he was approached to be an Advisor to a Publishing and Event Management organization named EJC Group of Companies which writes and distributes exclusive magazines to High-Net-Worth Clients in Malaysia and China. This organization also organizes and host exclusive Dinners and events for corporations. He was appointed as Chief Strategy Officer for a six (6) months period in the Advisory role.