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Loke Lim Wong

BUSINESS EXPERIENCE

Since 2003
Company: i-Biz Concept Sdn Bhd
Position: Managing Director
Nature of business: Wealth management, business advisory, human capital development and provision
of training resources.

Since 2003
Company: Hickham Capital Management Sdn Bhd Position: Executive Director
Nature of business: Investment Advisory, Fund Management and Private Equity

Since 2014
Company: TFP Solutions Berhad (a PLC on Kuala Lumpur Stock Exchange) Position:
Director
Nature of business: Provision of Information Technology Solutions and Services

1994-2003
Company name: KAF Investment Bank Berhad
Position: General Manager/Assistant General Manager – Treasury Dealing
Operations (1997-2003)
Senior Manager – Debt Capital Market (1995 – 1997) Manager – Finance/Accounting Operations
(1994-1995)
Nature of business: Investment banking and fund management

1993-1994
Company: NCK Corporation Berhad (a PLC on Kuala Lumpur Stock Exchange) Position:
Chief Group Internal Auditor
Nature of business: Trading and supply of building and construction materials

1992-1994
Company: Development and Commercial Bank Berhad
Position: Assistant Manager/Senior Officer, Finance and Treasury
Nature of business: Commercial Banking

1990-1992
Company: Maliney Wilkins & Co, Chartered Accountants, London
Position: Audit Senior
Nature of business: Accountants

1984-1989
Company: Kwong Yik Bank Berhad
Position: Officer – Finance & Information Technology
Nature of business: Commercial banking

OTHER ACTIVITIES

1. Member of the Board of Governors, Financial Planning Association of Malaysia (Since 2007). Was the Honorary Deputy President (2011-2013) and Honorary Treasurer (2009-2011 and since 2013) of the Association.
2. Examiner for Final Module of the Certified Financial Planner (CFP), Malaysia examinations.
3. Member, Continuous Professional Education Committee of the Malaysian Capital Market under Securities Industry Development Corporation (SIDC)
4. Principal author for the CFP Malaysia Examination Reference Guides

PROFESSIONAL QUALIFICATIONS

1. Certified Financial Planner, Malaysia
2. Chartered Accountant, Malaysian Institute of Accountants
3. Fellow, Association of Chartered Certified Accountants