Andy Lim

Group Managing Director at PhillipCapital Malaysia
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia, MY
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • CERTIFIED FINANCIAL PLANNER (CFP)
    Financial Planning Association of Malaysia (FPAM)
    Jan, 2007
    - Nov, 2024
  • Chartered Financial Analyst (CFA) charterholder
    CFA Institute
    Nov, 2006
    - Nov, 2024

Experience

  • PhillipCapital Malaysia
    • Capital Markets
    • 1 - 100 Employee
    • Group Managing Director
      • Jul 2007 - Present

      Andy Lim joined PhillipCapital Malaysia in 1998 and was appointed as the Group Managing Director of PhillipCapital Malaysia since 2007. He has over two decades of experience in the capital markets covering fund management, unit trust, derivatives/ securities broking, financial planning, research and financial platforms. He has been playing an instrumental role in building and driving the company’s growth. Other than the country manager role, Andy Lim will run one of the Malaysian business units. His most recent appointment is to be the Managing Director of the broking arm of the group in Malaysia, Phillip Capital Sdn Bhd (PCSB) in July 2022. Andy Lim was a member of the Executive Committee of the Association of Financial Advisers of Malaysia (AFA) from 2013 to 2015 and is a member of the Financial Planning Association of Malaysia (FPAM) and a Chartered Financial Analyst (CFA) charter holder. Show less

  • Phillip Capital Sdn Bhd
    • Malaysia
    • Capital Markets
    • 1 - 100 Employee
    • Managing Director
      • Jul 2022 - Present

  • Phillip Mutual Bhd
    • Malaysia
    • CEO/ Managing Director
      • Jan 2016 - Jul 2022

  • Phillip Wealth Planners Sdn Bhd
    • Malaysia
    • Managing Director
      • Oct 2008 - Dec 2015

  • Phillip Capital Management Sdn Bhd
    • Managing Director
      • Jul 2007 - Oct 2008

    • Executive Director
      • Aug 2005 - Jun 2007

    • Vice President, Investment
      • Jul 2002 - Aug 2005

    • Assistant Portfolio Manager
      • Dec 1999 - Jul 2002

    • Assistant Manager, Marketing
      • May 1999 - Dec 1999

  • Phillip Capital Sdn Bhd
    • Malaysia
    • Capital Markets
    • 1 - 100 Employee
    • Derivatives Dealer
      • Oct 1998 - May 1999

Education

  • The London School of Economics and Political Science (LSE)
    1995 - 1998
  • Kolej Universiti HELP
    1995 - 1998

Community

You need to have a working account to view this content. Click here to join now