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Mr. Izam Bin Mispardi

Director and Licensed Financial Planner

Licence: eCMSRL/C3352/2023

Expertise:

  • More than 9 years of experience in assurance services covering industries such as fund management, unit trust, insurance and takaful, learning institutions, manufacturing and trading.

 

  • More than 11 years of capital markets experiences, covering the performance, compliance and operations of Unit Trust Management Companies, Fund Management Companies and Real Estate Investment Trusts (REITs).

 

  • Experience in reviewing and assessing the scope of governance, internal audit, compliance, risk management, investments and operations.

 

  • A certified chartist and an active trader in equities and derivatives market in Malaysia and US.

Professional Track Record:

  • Leading various financial and management audit review with KPMG PLT Malaysia and Permodalan Nasional Berhad (PNB).

 

  • Regulatory oversight of licensed intermediaries within the Capital Market industry with Securities Commission Malaysia.

 

  • Supervision of 21 approved Fund Management Institutions with the Employees Provident Fund (EPF) covering more than 370 unit trust funds and private mandates with AUM exceeding RM50 billion.
Mr. Mong Chung Chee
Ms. Kellies Cho
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