Adi Idzuwan Mashar

Licensed Financial Planner at PhillipCapital Malaysia
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Location
Johore, Malaysia, MY

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Credentials

  • Authorized Unit Trust & PRS Consultant
    Federation of Investment Managers Malaysia (FIMM)
    Mar, 2016
    - Sep, 2024
  • Capital Market Services Representative's License (CMSRL)
    Securities Commission Malaysia
    Sep, 2021
    - Sep, 2024

Experience

    • Capital Markets
    • 1 - 100 Employee
    • Licensed Financial Planner
      • Sep 2020 - Present

    • Licensed Financial Adviser
      • Apr 2018 - Present

    • Private Retirement Scheme Consultant
      • Apr 2018 - Present

    • Financial Consultant
      • Mar 2016 - Present

    • Associate Financial Planner
      • Mar 2017 - Sep 2020

    • Malaysia
    • Insurance
    • 700 & Above Employee
    • Wealth Planner
      • Dec 2013 - Mar 2018
    • Engineering Technical Specialist
      • Jan 2005 - Dec 2006
    • Investment Management
    • 200 - 300 Employee
    • System Network Administrator
      • Jan 2004 - Dec 2004

Education

  • Anglia Ruskin University
    Master of Business Administration - MBA, Business Administration and Management, General
    2019 - 2020

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