Alfred L.

Manager, Investment Advisory at IFAST Corporation

Alfred L. has amassed a diverse range of work experience over the years. Starting in 2009, they worked as a Supervisor at XZQT Home Store Sdn Bhd, where they handled various retail operations, led a team, and interacted with clients to increase sales. In 2012, Alfred joined CIMB Investment Bank as a Dealer Representative's Assistant. Alfred then transitioned to iFAST Corporation Ltd. in 2013, where they held multiple roles including Senior Client Investment Specialist, Senior Investment Advisor, Assistant Manager of Investment Advisory, and currently serves as Manager of Investment Advisory. Alfred's responsibilities focused on providing investment advice and managing client relationships.

Alfred L. obtained a Bachelor's Degree in Applied Mathematics from the University Sciences of Malaysia from 2006 to 2009.

In terms of additional certifications, Alfred L. obtained the following certifications:

- In 2017, they obtained the HI - Health Insurance certification from the Singapore College of Insurance.

- In 2017, they also obtained the M9A - Life Insurance and Investment Linked Policies 2 certification from the Singapore College of Insurance.

- In 2017, they obtained the M9 - Life Insurance and Investment-Linked Policies certification from the Singapore College of Insurance.

- In 2017, they obtained the CMFAS Module 1A certification from IBFSG - The Institute of Banking & Finance Singapore.

- In 2017, they also obtained the CMFAS Module 6 certification from IBFSG - The Institute of Banking & Finance Singapore.

- In 2017, they obtained the M5 - Capital Market & Financial Advisory Services certification from the Singapore College of Insurance.

- In 2017, they also obtained the M8 - Collective Investment Schemes certification from the Singapore College of Insurance.

- In 2017, they obtained the M8A - Collective Investment Schemes II certification from the Singapore College of Insurance.

- In 2015, they obtained the RFP Module 1 - Fundamentals of Financial Planning certification from the Malaysian Financial Planning Council.

- In 2015, they also obtained the RFP Module 2 - Risk Management & Insurance Planning certification from the Malaysian Financial Planning Council.

- In 2015, they obtained the RFP Module 3 - Investment Planning certification from the Malaysian Financial Planning Council.

- In 2014, they obtained the PRIVATE RETIREMENT SCHEME CONSULTANT (PRC) certification from the Federation of Investment Managers Malaysia.

- In 2014, they also obtained the UNIT TRUST SCHEME CONSULTANT (UTC) certification from the Federation of Investment Managers Malaysia.

- In 2012, they obtained the Module 6 - Stock Market and Securities Law certification from the Securities Industry Development Corporation (SIDC).

- In 2012, they also obtained the Module 7 - Financial Statement Analysis and Asset Valuation certification from the Securities Industry Development Corporation (SIDC).

Links


Org chart