DR.DONALD CHARLES DE ROZARIO
Wealth Director, Certified Financial Planner
PUCHONG, SELANGOR,SELANGOR
Overview
38
38
years of professional experience
5
5
years of post-secondary education
Work History
Chief Executive
Citadel Capital Sdn Bhd.
Petaling Jaya, Selangor
01.2023 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Passionate about learning and committed to continual improvement.
- Worked flexible hours across night, weekend, and holiday shifts.
- Managed time efficiently in order to complete all tasks within deadlines.
- Organized and detail-oriented with a strong work ethic.
- Paid attention to detail while completing assignments.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Managing Director
ADC Wealth Resources Sdn.Bhd
Selangor
01.2005 - Current
- Dr.Donald C
- De Rozario has 36 years of experience in the financial services industry and is currently managing a group of Financial Planners & Financial Advisers providing advisory, services & solutions in Wealth Management from Wealth Protection to Wealth Creation to Wealth Accumulation to Wealth Preservation to Wealth Distribution
- These services are both onshore & offshore portfolios
- He partners with Providence Malaysia & Indonesia in Wealth Management advisory
- Services & solutions
- He is a pioneer Agency Manager with Allianz Life since 1986 providing Risk Management insurance solutions & services
- He collaborates & uses platforms & providers like Phillip Capital & Phillip Mutual, Ifast Capital with YES Financial & Kenanga Investors and insurance companies like Allianz Life , Berjaya Sompo
- He is associated with Citadel Group of Companies , UBB Amanah, Pacific Trustee providing Wealth Preservation & Distribution advisory, services & solutions
- He is associated RKG Group of Companies in Offshore for High Net Worth & affluent clients
- Recently he has been head hunted and appointed as a partner of Holborn Asset providing offshore advisory ,services & solutions
- He is a much sought after speaker in Wealth Management, Financial Planning & Personal Development and has spoken in many platforms locally & globally
- He personally has in excess of 1000 clients in Wealth Protection, Wealth Accumulation, Wealth Preservation & Wealth Distribution
- He was co owner & founding partner of A.D
- Capital Sdn Bhd a pioneer financial planning firm in 2003
- He was head hunted to assist to start a Financial Planning department in CIMB Wealth Advisors Berhad in 2010
- He was offered to join Axcelink Wealth Advisory Sdn Bhd, a financial planning company as Associate Director in 2018 after providing financial planning services at Standard Financial Planner Sdn Bhd from 2012, 2018
- In 2015, he was approached and appointed as Chief Strategy Officer to provide advisory to a Publishing & Event Management organization named EJC Group of companies which writes & distributes exclusive magazines to High Net Worth clients in Malaysia & China
- The organization also organizes exclusive dinners and events for huge corporations .
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Developed and maintained courteous and effective working relationships.
- Excellent communication skills, both verbal and written.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Managed time efficiently in order to complete all tasks within deadlines.
- Proved successful working within tight deadlines and a fast-paced environment.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Learned and adapted quickly to new technology and software applications.
- Passionate about learning and committed to continual improvement.
- Worked flexible hours across night, weekend, and holiday shifts.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Self-motivated, with a strong sense of personal responsibility.
- Paid attention to detail while completing assignments.
- Organized and detail-oriented with a strong work ethic.
- Strengthened communication skills through regular interactions with others.
Chief Sales Officer
RKG Group of companies
Petaling Jaya, Selangor
03.2020 - 12.2023
- Worked well in a team setting, providing support and guidance.
- Developed and maintained courteous and effective working relationships.
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Strengthened communication skills through regular interactions with others.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Organized and detail-oriented with a strong work ethic.
- Paid attention to detail while completing assignments.
- Excellent communication skills, both verbal and written.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked flexible hours across night, weekend, and holiday shifts.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Worked effectively in fast-paced environments.
- Demonstrated strong organizational and time management skills while managing multiple projects.
Education
Ph.D - Practical Ministry
Wagner Leadership Institute
December 2014
Ph.D - Financial Planning
Pebbles Hills University
February 2010
FPAM & MFPC Damansara - undefined
July 2008
Malaysia Certified Financial Planner & Registered Financial Planner Financial Planning - undefined
Australian - Affiliate Insurance
New Zealand Institute of Insurance & Investment Sydney
July 1989
Certified Financial Planner - Financial Planning And Services
KDU
Petaling Jaya 01.2006 - 06.2008
Skills
- Operations management
- Revenue growth
- Time management
- Financial management
- Networking and collaboration
- Employee training and development
- Financial planning
- Staff management
- Human resources
- Strategic planning
- Staff hiring
- Team building and leadership
- Sales oversight
- Strategize business plans
- Oversee administrative functions
- Languages
- English - Native
- Bahasa Malaysia - Fluent
- Awards
- MDRT member in 2001 in insurance
- Top sales award in Allianz Life & Agro Capital
- Top group production in Allianz Life
- Professional Summary
- Profile of Dr Donald Charles De Rozario
- 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 AD Capital Sdn Bhd, now known as AD 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 (wwwadcwealthresourcescom)
- 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
- Recently he was appointed as Group Chief Sales & Distribution Officer with RKG Group of Companies to provide global wealth advisory, services and solutions to High Net worth & affluent clients globally
- He has spoken in many platforms in the field of risk management and insurance planning, financial planning and Christian financial planning and personal development He is a certified trainer in Professional Patterns of Selling and other courses with Allianz Life Insurance Malaysia Berhad (Allianz Life)
- Operations management
- 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 Wealth Accumulation (Investment) his current Asset Under Management is RM20,000,000
- In his Financial Planning career, as co-owner of AD 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 (wwwejccomcom) 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
- Business Development
- Business Planning
- Project Management
- Client Relationships
- Financial Management
- Problem-Solving Skills
- Business Administration
- Contract Management
- Team Collaboration
- Budget Development
- Data Analysis
- Quality Assurance
- Advertising Campaign Development
- Partnership Development
- Operations Management
- Recruitment Strategies
- Performance Monitoring and Evaluation
- Account Management
- Operations management
- Strategic Goals
- Business Growth Initiatives
- Organizational Structuring
- Expense Monitoring
- Sales Promotion
- Key Performance Indicators (KPIs)
- Corporate Communications
- Market and Competitor Research
- Client Meetings
- Operations Oversight
- Profit Growth Strategies
- Goal Management
- Strategic Vision
- Mentoring
Work Preference
Work Type
Full TimeWork Location
HybridImportant To Me
Company CultureCareer advancementWork-life balanceHealthcare benefitsPaid time offTeam Building / Company RetreatsFlexible work hoursWork from home optionPersonal development programsLanguages
English
Bilingual or Proficient (C2)
English
Advanced (C1)
Bahasa Malaysia
Bilingual or Proficient (C2)
Websites
Timeline
Chief Executive
Citadel Capital Sdn Bhd.
01.2023 - Current
Chief Sales Officer
RKG Group of companies
03.2020 - 12.2023
Certified Financial Planner - Financial Planning And Services
KDU
01.2006 - 06.2008
Managing Director
ADC Wealth Resources Sdn.Bhd
01.2005 - Current
Ph.D - Practical Ministry
Wagner Leadership Institute
Ph.D - Financial Planning
Pebbles Hills University
FPAM & MFPC Damansara - undefined
Malaysia Certified Financial Planner & Registered Financial Planner Financial Planning - undefined
Australian - Affiliate Insurance
New Zealand Institute of Insurance & Investment Sydney
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