Dr. Audrey Lim Li Chin is a lecturer and a researcher in Multimedia University (MMU). She is also a trainer for the Consultancy and Training team of Faculty of Business (FOB). She was appointed as the Head of Banking and Finance Department and has also served as the Deputy MBA programme coordinator in the faculty. She teaches both the undergraduate Banking & Finance Programme and the postgraduate programme of FOB. Prior to joining Multimedia University, she was a lecturer teaching finance and economics in INTI University in Malaysia and in Beijing.

• Nominated as the Best Thesis by Universiti Utara Malaysia (UUM) (AACSB Accredited)
• Holds both a bachelor’s degree in Economics and an MBA-Finance degree (Distinction) from the National University of Malaysia (UKM)
• Research interests in
  • Behavioral finance
  • Mental health
  • Fintech especially in Blockchain technology
  • Cryptocurrency
  • Data analytics
• Certified Financial Planner, (CFP)
• Member of Financial Planning Association of Malaysia (FPAM)
• Currently pursuing a Chartered Financial Analyst (CFA) professional qualification

Patrick Luah is the Managing Director of PLC Advisory Group, has near 25 years experience in audit & taxation with 2 of the Big 5 international accounting & consultancy firm with BDO Malaysia & KPMG Singapore. He is a fellow member of ACCA UK. 

Presently, he manages tax practices, company secretarial & HR consulting group of firms and associates in the central & southern region of Malaysia. He has advised SMEs, large local and multi-national clients on tax & corporate company law matters. He is a Chartered Accountants & Approved Tax Agent by the Ministry of Finance. 

His experience covers both tax compliance and advisory work across a wide spectrum of industries for both personal tax matters, including advising on tax structures for inbound investment, corporate restructuring schemes, maximising tax incentive, effective employee remuneration packages and tax due diligence review. 

He has also been involved in numerous tax investigation and tax audit assignments in formulating defence strategy and defending clients on the issues arising from tax investigations and audit by Inland Revenue Board.

He was invited to participate & contribute in tax dialogues and discussions with Government authortities. He conducts training in tax and company law matters as Corporate Coaching and in Public Seminars. He was a past member of Johor Committee member of the Malaysia Institute of Accountants (MIA) and presently acting as a sub-committee member with Chartered Taxation Institute of Malaysia (CTIM) for Johor Committee.

He is currently serves as a council member of Johor Associated Chinese Chamber of Commerce & Industry (JACCCI) and joined the SME committee of Associated Chinese Chamber of Commerce & Industry of Malaysia (ACCCIM). He presently leads the Johor Tax Committee in his 3rd term since 2013. 

Since MCO, he is a frequent guest speakers on Live social media to share strategic topics on Corporate Strategy, Equity Crowd Funding, Taxation, HR and Corporate Law as well as Financial Analytics related matters

Mr. Wong Choon Hong is a Licensed Financial Planning Practitioner and Adviser. He obtained his Financial Planner Representative License from Securities Commission and Financial Adviser Representative license from Bank Negara. His license is currently attached with Phillip Wealth Planners Sdn Bhd.

Currently, he serves as a committee of FPAM (Financial Planning Association of Malaysia) Melaka Chapter and also a proud holder of few international and local recognized professional certifications namely CFP (Certified Financial Planner) and AEPP (Associate Estate Planning Practitioner). Under the CFP Education Provider (Max Wealth Education Sdn Bhd), Wong conducts classes on CFP professional courses as a lecturer.

Wong gives comprehensive financial advice and sound knowledge to individuals and families on various aspects of financial planning ranging from money management, investment, risk management, retirement planning, estate planning and business continuation.

Education Background:

• Multimedia University, Bachelor of Business Administration (Hons)
• Universiti Teknologi Malaysia, Master of Business Administration (Strategic Management)
• Financial Planning Association of Malaysia, Certified Financial Planner (CFP)
• Estate Planning Practitioners Limited, Associate Estate Planning Practitioner (AEPP)
• Islamic Banking and Finance Institute Malaysia, Islamic Financial Planner (IFP)

Association Background:

• Certified Member of Financial Planning Association of Malaysia (FPAM)
• Committee of FPAM Melaka Chapter
• Member of Estate Planning Practitioners Limited (EPPL)

Looi began his career in the administration department of a local bank. He then furthered his career as Group Financial Controller and Company Secretary of an advertising group of companies. Leaving the corporate world in 1993, he ventured into the life and general insurance business where he stayed for more than 8 years. He later joined an insurance broking firm where he served as Executive Director, looking after corporate affairs and business development.

Looi is currently Executive Director of Phillip Wealth Planners Sdn. Bhd. (PWP). At PWP, a licensed financial planning company which holds the Financial Advisers License from Bank Negara Malaysia and the Capital Market Services License (Financial Planning) from the Securities Commission, Looi is responsible for overseeing the marketing and support for its more than 300 financial planners.

With more than 20 years’ experience in insurance, Looi had also been lecturing on financial planning subjects, particularly on risk management and insurance planning, for the Certified Financial Planning (CFP®) program from 2007 to 2017.

Zarinah has been a trainer, module writer and book author, specializing in Islamic Financial Planning and Wealth Management (IFPWM) areas since 2004. She is instrumental in the development of Islamic Financial Planner (IFP) certification program in 2008, co-organized by Islamic Banking and Finance Institute Malaysia (IBFIM) and Financial Planning Association Malaysia (FPAM). She co-authored two books for IFP, published by IBFIM in 2013 and 2014. Zarinah has been invited as a panel for television programmes and a speaker at events related to IFPWM.

Zarinah has 29 years of working experience in various segments of finance industry. She started her career as Investment Analyst at Permodalan Nasional Berhad (PNB) where she spent 11 years working in various departments of PNB. She joined Finance Accreditation Agency Berhad (FAA) in 2013 and later moved to RHB Bank Berhad. Her final position at the Bank was the Head of Shariah Governance & Audit.

Zarinah holds MBA, specializing in Islamic Banking and Finance from IIUM and Bachelor of Accounting (Hons) degree from Universiti Utara Malaysia. She also holds the Advanced Qualification in Islamic Finance, in the area of Wealth Management, awarded by IBFIM, Shariah Registered Financial Planner (Shariah RFP), Islamic Financial Planner (IFP) and Certified Financial Planner (CFP). She has been a Certified Trainer under Human Resource Development Fund (HRDF) since 2015.

Mohamed Firdaus Bin Kader Mohideen presently, the Head, Group Shariah for MIDF Berhad. He was the Specialist for Islamic Finance in Finance Accreditation Agency (FAA). Prior to this he was the General Manager for programme development in Asian Institute of Finance (AIF). Firdaus has vast experience working in Malaysia as well as Middle East for more than 27 years in Retail, Corporate and Investment Banking.  In Middle East, he worked in Emirates Bank and Al Inma Bank. Firdaus was the first head of Chartered Islamic Finance Professional (CIFP) and industry expert for Islamic Finance at INCEIF. Firdaus has also worked in the following esteem financial institutions at RAM Ratings as the Head of Islamic Ratings, MBf Finance as the main Hub Manager for state of Kelantan and Maybank in the Corporate Banking Division. He was also instrumental in setting up Islamic Finance Department and was the first Head of the Islamic Finance department in MIDF in 2003.

Firdaus has a degree in Business Administration (IIUM) and holds a Master of Business Administration (MBA) specializing in Islamic banking and finance from International Islamic University Malaysia (IIUM). He is also a professional graduate from the Institute of Chartered Secretaries and Administrators (ICSA) and holder of Islamic Financial Planning (IFP) Certificate. Firdaus is also a certified trainer under the Chartered Institute of Personnel and Development (CIPD), UK. Currently pursuing Association of Shariah Advisors Professional Shariah qualification.

He has conducted more than 300 trainings since 1999 in Islamic Finance programmes mainly in

Fundamentals of Islamic Finance, Principles of Islamic Finance, and Introduction to Islamic

Finance, Certified Credit Practice for Islamic Financial Institutions, Islamic Debt and Equity Contracts, Basic Shariah Contracts, Sukuk, Documentations for Islamic Finance, Risk Management for Islamic Financial Institutions,Shariah Screening for Shares, Shariah Compliance for Islamic Bankers, Islamic Financial Planning, Basic Takaful Contracts, Islamic Business Ethics, Marketing for Islamic Bankers, Waqf and Certified Trainer with Islamic Banking and Finance Institute Malaysia. He has delivered trainings in Malaysia, Middle East, Russia, Nigeria, Maldives and Sri Lanka. He has also delivered specialized Islamic Finance training to delegates from the monetary authority of Palestine and Afghanistan.

Firdaus has been appointed as an Accreditation Panel Member of Finance Accreditation Agency (FAA)  since 2013 and was previously an exco member for Association of Shariah Advisors Malaysia(ASAS). Recently he was elected as Internal Auditor for Association of Shariah Advisors Malaysia(ASAS) and appointed as the member of Examination Board for ASAS.

Azhar Iskandar Hew is the Group CEO of Rockwills International Berhad and is a Director in Rockwills Advisory Services Sdn Bhd. He was previously the CEO of Rockwills Trustee Berhad. He is trained as a lawyer and holds a law degree from the University of London. He has more than 25 years of experience in the estate planning industry as a practitioner and guest speaker in Malaysia, Singapore and Hong Kong.

Azhar is well known in the estate planning industry due to his wealth of experience in the industry. He is currently the Vice Chairman of the Malaysian Chapter of the Society of Trust and Estate Practitioners (STEP), an internationally recognised estate planning association. He is also a Committee Member of the Association of Trust Companies, Malaysia (ATCM). Over the years, he has written many articles on estate planning for financial planning magazines in Malaysia and was interviewed numerous times by BFM radio on estate planning matters.

Azhar continues to advise clients and families in their estate plan, succession planning and business continuation to ensure that it will be carried out effectively and fulfil the intentions of the clients and their families.