Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Maulana Iqbal

Melbourne

Summary

I am a Certified Money Manager (CMM®) commonly known as a Financial Planner and now has been completed Certified Risk Professional (CRP®) comprehensive training, with almost a decade of experience in the finance and stock market industries.


Throughout my career, I have worked with both individuals and businesses to develop long-term financial plans and analyze market movements for informed investment decisions. With a strong foundation in financial planning, technical analysis, and risk management, I offer well-rounded, strategic insights tailored to help clients reach their financial goals.


My expertise allows me to deliver comprehensive analytical solutions that balance growth opportunities with risk mitigation ensuring a disciplined approach in an ever-changing market environment

Overview

12
12
years of professional experience
1
1
Certification

Work History

Independent Financial Planner

XM GLobal
01.2019 - Current
  • Develops tailored financial plans enhancing clients' cash flow and investment growth.
  • Provides independent investment advice using technical analysis for optimal client outcomes.
  • Delivers fee-only services ensuring unbiased financial solutions for clients.
  • Conducted in-depth financial assessments, enabling clients to make informed decisions and achieve measurable improvements in their financial health.
  • Designed personalized financial strategies that enhanced clients' investment portfolios, leading to noticeable gains in overall returns.

Financial Consultant

PT. Global Artha
01.2015 - 01.2019
  • Advised clients on forex and commodities trading, enhancing decision-making and market understanding.
  • Performed daily technical analysis, boosting team strategy and client satisfaction.
  • Consistently met transaction volume goals, fostering strong client relationships over three years.
  • Delivered tailored trading consultations, enhancing client understanding and fostering long-term loyalty in a competitive market.

Finance Officer

The British Institute
01.2013 - 01.2015
  • Monitored cash flow, ensuring financial stability and accuracy in reporting.
  • Managed budgets effectively, resulting in optimal resource allocation and enhanced financial stability for the organization.
  • Executed payroll processing accurately, ensuring compliance with regulations and timely employee compensation, fostering workforce satisfaction.

Education

S1 - Akuntansi

Universitas Langlangbuana
01.2008

Skills

  • Client relationship development
  • Cash flow management
  • Analytical skills
  • Financial analysis
  • Technical Analysis
  • Risk Management Analysis

Certification

  • Certified Money Manager (CMM)
  • Active member of IARFC Indonesia (International Association of Registered Financial Consultants)

No Reg: 01.25.L.0023

  • Advanced Forex Trading – Ichimoku Trading Strategy, Udemy
  • Market Analysis : Japanese Candlestick Decoded, Alison
  • Master The Fibonacci Technique, Alison
  • RSI Technical Analysis Indicator, Udemy
  • ForexTrading – Technical Analysis and Risk Management, Alison
  • Market Analysis : Price Pattern Trading, Alison
  • Self Development, Metropolitant School of Business and Management (UK)
  • General English, Carrick University Melbourne

Languages

English
Full Professional
Indonesian
Native or Bilingual

Timeline

Independent Financial Planner

XM GLobal
01.2019 - Current

Financial Consultant

PT. Global Artha
01.2015 - 01.2019

Finance Officer

The British Institute
01.2013 - 01.2015

S1 - Akuntansi

Universitas Langlangbuana

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Maulana Iqbal