About Us
Our People
Founder and Financial Planner
With a commitment to transparent and client-focused financial planning, Afiq brings over 14 years of professional expertise in the investment world as the founder of Granada Wealth Advisory.
He also holds an academic background in economics from the University of Sydney, complemented by a master’s degree in financial planning, positioning him to provide informed, strategic guidance across a range of financial disciplines. His speciality lies in shares, with advanced proficiency in U.S. equities and derivatives, and having successfully led large, diverse portfolios, delivering results-driven strategies tailored to clients’ unique financial goals.
His career in wealth management has included co-founding Kauri Asset Management, where he helped build a practice grounded in integrity and trust.
At Granada Wealth Advisory, he continues this mission, working with a steadfast focus on maximising client wealth and offering a clear, straightforward approach to financial planning. His philosophy is built on transparent, honest practices, ensuring each client is supported with the highest level of service as they work toward a financially secure future.
Whether navigating complex investment opportunities or creating tailored wealth- building plans, Afiq is dedicated to delivering consistent, high-quality guidance that clients can rely on.
Financial Advisor (PY)
Financial Advisor (PY)
Bringing over eight years of extensive experience in European markets, Mounir joins Granada Wealth Advisory as a dedicated financial adviser committed to empowering clients through tailored investment solutions. Specialising in retail wealth management, Mounir has a proven track record of enhancing client engagement and streamlining financial planning processes through digital innovation. In previous positions, Mounir spearheaded the development of cutting-edge financial products for financial and estate advisers. Aligned with Granada Wealth Advisory's mission of prioritising clients' interests through transparency and advanced technology, Mounir is dedicated to delivering personalised, high-quality guidance.
Senior Paraplanner
A dedicated Paraplanner with 3 years of expertise supporting financial advisers in developing and implementing comprehensive financial plans. At Granada, we believe in providing our clients with the highest level of financial guidance and support. I am passionate about this mission and dedicated to working with our Advisers to develop and implement personalised financial plans that align with clients’ unique goals and aspirations.
Paraplanner
A dedicated and detail-oriented Paraplanner with two years of professional experience in the financial planning industry. I specialise in creating comprehensive, client-focused strategies to support financial advisers in delivering tailored financial solutions. My expertise includes preparing Statements of Advice (SOAs), conducting in-depth research, and ensuring compliance with industry regulations. I am passionate about collaborating with advisers to develop innovative strategies that align with clients; financial goals and unique circumstances. My commitment to excellence and proactive approach enables me to contribute effectively to the success of advisory teams and enhance client satisfaction.
Paraplanner
With over eleven years of experience in administrative roles, I bring a solid track record in multitasking, meeting deadlines, and delivering excellent customer service. My background spans positions such as Senior Paraplanner and Administrative Aide, where I’ve supported financial planning and managed data. I am passionate about contributing my skills to a dynamic team in a fast-paced environment and am ready to make a meaningful impact on company growth.
Administration Officer
I am highly motivated and positive individual with a strong work ethic with 2 years of experience in the financial services industry. I am committed to providing excellent support to my colleagues and ensuring smooth office operations. I am a continuous learner, always seeking new ideas and striving for personal growth.
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