Elmira Donald

Financial Planner

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  • Based in Kuala Lumpur, Malaysia

About Elmira

Having graduated from the Limkokwing University of Creative Technology in Malaysia with a First class BA (Hons) in Business Administration and Robert Gordon University in Scotland with MSc in Financial Management, I started my role as a trainee Financial Planner in an Independent Financial Adviser firm in Aberdeen, Scotland. This involved detailed research and analysis, focusing on the technical aspects of the financial planning processes and ensuring the operations were conducted in accordance with the highest levels of professional standards. I then decided to move to Malaysia to work for Infinity Financial Solutions to bring the UK advice model to the offshore market.

I have been working towards the Advanced Diploma in Financial Planning in order to achieve Chartered Financial Planner status. I have obtained my Chartered Insurance Institute (CII) Certificate in Financial Services and am continuing to work towards my chartered status.

I am an active member of the CII and the Personal Finance Society (PFS) and believe strongly in their code of ethics and integrity. I strive to deliver a high standard of client service and advice incorporating all aspects of financial planning.

My focus will be to provide you with a proactive service, straightforward and uncomplicated approach and deliver regular reviews of your financial goals and objectives to achieve your aspirations and to have a positive impact on you and your family with an emphasis on building and maintaining long term trusted relationships.