Topic:

Caring for Malaysia’s future: Addressing the Needs of An Aging Society

Prior to Resolute Planning Sdn Bhd, she was the Chief Executive Officer of Financial Planning Association of Malaysia (FPAM). She also develops and runs financial literacy programmes for employees and the public.

Among her contributions to the industry include www.SmartFinance.my, a CMDF funded public financial education website with independent financial lessons and access to real Licensed Financial Planners in 2018. She also led the harmonisation of financial planning professional standards for Licensed Financial Planners which were adopted by the industry and accepted by the SC in 2021. Currently, she is working on the CMDF financial planning firms operating standards which are being finalised for industry adoption. All these initiatives are led by FPAM in collaboration with AFA, MFPC and MFPAA for the financial planning industry under the Securities Commission Joint Action Plan.

She sits on the Board of Studies & Exams of Social Wellbeing Research Centre, University Malaya and believes that financial planning and financial literacy are synergistically related towards strengthening the industry and people’s financial life as part of nation building.

Topic:

Caring for Malaysia’s future: Addressing the Needs of An Aging Society

Joyce Wee has more than 30 years of experience in the retail and financial sector. She has led the business development unit of the unit trust agency business for a unit trust company and subsequently helmed positions as Assistant Vice President to Head of the investment services department covering unit trust, private retirement schemes, share trading and structured investment products in several banks. Joyce holds a BA in Marketing and Management, MBA in General and Strategic Management and is a qualified CFP and Shariah RFP.

Topic: Career as A Consultant

Foong Ying has more than 10 years of experience in financial institutions. Her current responsibilities in FIMM include developing and executing research agenda on Unit Trust Scheme (UTS) and Private Retirement Scheme (PRS) to support the development of the industry. Prior to joining FIMM, she was the Manager of Distribution Strategy and Analytics in an insurance company, supporting the Distribution and Marketing Division with timely analytics and recommendations for decision making.

Foong Ying holds a Bachelor of Economics and a Master of Applied Statistics from the University of Malaya.

Topic: Career as A Consultant

Laila Faeza binti Mohd Khalil is an Agency Manager at Public Mutual Berhad with 16 years of experience as a unit trust consultant and a Certified Financial Planner. She holds a Bachelor in Applied Science (Mathematics) from Universiti Sains Malaysia and brings 10 years of experience in engineering to her diverse professional portfolio.

She has been a Million Ringgit Producer since 2015 and a National Sales Convention Qualifier since 2013, showcasing her consistent excellence in the financial services industry. Her accolades include being the 2019 Champion Top Recruiter and 1st Runner-Up Agency Supervisor for the Klang branch, as well as the 2023 2nd Runner-Up Top Agency Manager for the Klang branch.

Prior to her career in finance, Laila spent a decade in the engineering field, including serving as a Senior Project Manager for New Product Introduction (NPI) at Vistapoint Technology. In this role, she managed the development of camera modules for electronic devices such as laptops and mobile phones.

Her combined expertise in mathematics, engineering, and financial planning makes her a dynamic leader and trusted advisor.

Topic :

Coffee Talk: Top Things to Know About Unit Trust and Prs

Ms. Alice Wong is the Head of UTC Development & Support Division of Public Mutual Berhad. She is a sales strategist and an expert at agency-building. Her passion for people and leadership, along with her background in sales and business development and her vast experience of over 20 years in the unit trust industry, makes her the ideal fit to lead the Company’s large agency force and its branches, as well as service the retail and corporate clients.

Desmond Chong is a licensed financial planner and the founder of Next Generation Consultancy, a financial planning firm dedicated to helping individuals and businesses effectively manage their wealth. In his role as an agency manager with Kenanga Investors Berhad, he leverages his expertise to provide tailored financial solutions. Additionally, Desmond serves as a Consultant for Unit Trust and Private Retirement Schemes, offering strategic guidance to clients seeking to secure their financial future.

A passionate advocate for financial literacy, Desmond is particularly committed to empowering the younger generation with the knowledge and tools they need to make informed financial decisions.

Topic:

Coffee Talk: Top Things to Know About Unit Trust and Prs

Bowie joined Kenanga Investors Berhad in 2021, bringing over a decade of expertise in the financial industry. Before taking on her current role, she served in the wealth management divisions of foreign banks, specialising in the structuring and distribution of treasury products. At Kenanga, Bowie is responsible for overseeing existing unit trust funds while driving the development of new product solutions to meet evolving client needs.

Topic:

Caring for Malaysia’s future: Addressing the Needs of An Aging Society

Dato’ Dr. Tengku Aizan was appointed to the Board of Directors of PPA on 26 June 2020. She holds a PhD in Human Development and Family Studies with a multidiscipline minor in Gerontology from Iowa State University at Ames, Iowa in 1992.

Dato’ Dr. Tengku Aizan was responsible for the establishment of the Institute of Gerontology at Universiti Putra Malaysia in 2002 and was appointed as its founding director on 1 April 2002 until May 2020. Additionally, she is currently the lead consultant for the age-friendly cities and communities project under the United Nations Development Programme (UNDP) as well as for spearheading the development of an Active Ageing Index (AAI) for Malaysia.

Dato’ Dr. Tengku Aizan sits on multiple organisations at the national level, namely the National Advisory and Consultative Council on Ageing (since 1996), the Technical Committee on Health of the Elderly Program (since 1997), the Technical Committee on the Private Aged Healthcare and Services Act, and the National Welfare and Community Development Council (2018-2020).

Dato’ Dr. Tengku Aizan is the President of the Gerontological Association of Malaysia (2018-2021), and a fellow of the Academy of Science Malaysia (ASM) since 2019.

Mohd Ridzal Mohd Sheriff (“Mohd Ridzal”) is currently the Chairman for Federation of Investment Managers Malaysia (FIMM) since 12 June 2019. He has been a public interest director of FIMM since 27 November 2017. On 13 August 2021, Mohd Ridzal has been appointed the Director General of Yayasan Pembangunan Ekonomi Islam Malaysia (YaPEIM). He is also the Chief Executive Officer (CEO) at InfinitoDAX (L) Pte. Ltd. His other previous roles include being the CEO of Infinity Blockchain Ventures, the Deputy Secretary General of the Malaysian Ministry of International Trade & Industry, as well as various roles in Deutsche Bank Malaysia Bhd and Bursa Malaysia. Aside from a distinguished professional career, Mohd Ridzal is also the Chairman of the Advisory Board of Charity Right Malaysia. Mohd Ridzal holds a Bachelor of Laws (Hons) degree from University of London and was a licensed stockbroker and financial derivatives trader.

Mr. Kaleon Leong is the Chief Executive Officer of the Federation of Investment Managers Malaysia (FIMM) effective 1 October 2018. He comes with over 20 years of experience in various senior management roles in the Malaysian investment management industry, specialising in the fields of unit trust and asset management, regulations and auditing.

Prior to his appointment at FIMM, Mr. Kaleon was the Chief Executive Officer and Director of HSBC (Malaysia) Trustee Berhad. He had also served at the Securities Commission Malaysia, AmInvestment Services Bhd, and PricewaterhouseCoopers.

In addition to the above, Mr. Kaleon has participated as a speaker and resource person on Fund Management in events organized by the Asian Development Bank, Securities Industry Development Corporation, etc. He is also a Board Member of the International Investment Funds Association (IIFA).

Mr. Kaleon is a Chartered Accountant (Malaysian Institute of Accountants) and holds a Bachelor of Accounting degree from the International Islamic University Malaysia, as well as a Masters Degree in Information Technology Management from University Tun Abdul Razak.

Topic :

Unit Trust & Private Retirement Schemes for Future Investments

He has been assuming the role since 2015. The department is responsible in promoting training and education among unit trust and private retirement scheme consultants by identifying, designing, developing, coordinating and assessing training programmes for the industry in ensuring a fair, transparent and competitive service and to increase investor’s confidence.

Prior to joining FIMM, Shahrul served stints at two other regulators, namely the Securities Commission Malaysia (SC) and Malaysian Communications and Multimedia Commission(MCMC), where he served total of 9 years.

Topic:

Case Study: Lessons from UTCs / PRSCs Misconduct

Sara has been with the SC for 4 years and was previously with FIMM for 2 years.

Topic:

Addressing Common Investor Concerns: How FSMOne Simplifies Your Unit Trust Experience

Topic:

Empowering Investor Confidence in PRS

Rav Alfie is the Head of Digital Solutions of Private Pension Administrator (PPA) Malaysia, he specialises in digital and online development. Among others, he has established PRS Online Enrolment, PRS Online Top-Up, PRS Members Portal and my PPA mobile application. Prior to his initiative to set up the digital team, he was responsible to lead the industry development team in delivering public education on PRS nationwide.

Alfie has 21 years of experiences in biotechnology and financial industry mostly with the training arm of Securities Commission Malaysia, SIDC. Prior to joining PPA, he was the Manager of Marketing, Design and Development for SIDC and played an instrumental role in the design and development of various educational programmes for capital market players ranging from remisiers, dealers, fund managers as well as board of directors of public listed companies in Malaysia.

Alfie graduated with a Bachelor of Business in International Business, Marketing and Management from La Trobe University, Australia. In addition, he is also a Certified International Pension and Retirement Professional (CIPRP), Certified Training Professional (CTP), a registered practitioner of PRINCE2Certification by APMG-International UK and a Shariah Registered Financial Planner (Shariah RFP).

Topic:

Good Debt, Bad Debt

Mr. Trellis Wong joined Public Mutual in year 2006, he has more than 15 years of working experience in financial planning (FP) industry. Currently he is attached to Institutional Sales &Financial Planning (ISFP) Dept to lead a team for FP related trainings, talks, tools & software maintenance. English & Mandarin speaker for company’s Mutual Gold (MG) customers talk, FP talk to general public. ACFP & IFP certified member with the Financial Planning Association of Malaysia(FPAM).

Topic:

Jom Borak – Got Scammed Again?

Jwalita brings over 12 years of expertise in professional development, financial audit, and business growth, with a focus on audit & assurance, regulatory compliance, and governance. Throughout her career, she has worked with international affiliates of leading global professional organisations, supporting both local and regional jurisdictions across the Asia Pacific region. At present, Jwalita is actively involved in investor education initiatives and projects under the CEO’s office, furthering her commitment to advancing financial literacy and strategic development.

Topic:

Jom Borak – Got Scammed Again?

Topic:

Coffee Talk: Top Things to Know About Unit Trust and Prs

Yen Fen brings 20 years of experience in the investment management industry, having worked with some of Malaysia’s largest fund management firms. Her expertise spans product development, business support, sales governance, infrastructure, and corporate marketing. In her current role at FIMM, she oversees multiple departments dedicated to fostering industry growth and enhancing the professionalism of its consultants.