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.