THE MANAGEMENT TEAM
BILLY HII (CFP, RFP)
Managing Director, Bill Morrisons Wealth Management Sdn Bhd
Billy Hii is the Managing Director and Licensed Director of Bill Morrisons Wealth Management Sdn Bhd. Hii is also the founder member of Bill Morrisons International Limited. He was instrumental in leading the team that accorded with “Advisory Council – World Top 20 GA” by Investors Trust Assurance in 2016 and 2017, “Financial Services Firm of the Year” and “Best in Wealth Management – Labuan” by Wealth & Finance Intl’s Finance Awards in 2015 and 2016 together with various top Malaysia company awards by various partners across international arena. He serves Bill Morrisons Group with 18 years of privilege banking and wealth management experience across Singapore and Malaysia. He is also a Certified Financial Planner (CFP) and Registered Financial Planner (RFP).
Graduated as Bachelor of Science from National University of Singapore, Hii spent more than 7 years in financial services in Phillip Capital Singapore, as Financial Advisor Representative (FAR) and was promoted to FAR Manager, led a team of 15 FARs. He managed, trained, coached his team of FARs, providing holistic financial planning advise, specialised in wealth management and estate planning. He later returned to Malaysia and served Alliance Bank Berhad as Head of Financial Planning in 2007 and HSBC Amanah Takaful and HSBC Bank Berhad as Head of Training/Area Manager in Bancassurance in 2011, where he pioneered Need Based Approach to assist clients with their financial planning. Prior to Bill Morrisons, Hii was with UOB Malaysia Berhad as the Head of Insurance Advisory (High Net Worth), where he led and coach nationwide relationship manager to provide private wealth management solutions to privilege banking clients.
Hii has unparalleled experience on independent financial advisory and high net worth wealth planning. Determined to raise the bar for financial planning professionals, he is on the journey to share his knowledge. He has been featured numerous times in various publications like Smart Investor magazine, The Edge Magazine and numerous newspapers. He has also spoken on various platforms including public seminars and media. Lately he has been interviewed in Ringgit & Sense by BFM Radio for his expert opinions on foreign currency investment and building global investment portfolios.
IDI IRWAN (CIM(UK), MII, CFP, Syariah RFP)
Executive Director, Bill Morrisons Wealth Management Sdn Bhd
Mr Idi Irwan has been involved in the insurance industry since 1997. He started his insurance & finance career in the managerial level at Malaysia National Insurance (MNI) as Senior Manager in Corporate sales team. After the acquisition of MNI by Maybank, he was handpicked to work closely with McKinsey & Co in Corporate Business Project Management Team for their due diligence initiatives to size up the business for the new entity which consists of MNI-Takaful National-Maybank General Assurance. In 2007, the entity found a new name – Etiqa. Under Idi’s management, he and his team has achieved numerous feats over the term of six year there. He was chosen as Munich Re Horst K Jarnott scholarship recipient for Georgia State University. Later he was tasked to build and head the Marketing Strategies and Positioning Division reporting directly to Chief Marketing Officer. The task is to develop marketing strategies and Etiqa’s product positioning in the market. In 2011, Idi was headhunted by HSBC Amanah Takaful to build and develop Commercial Business under their Bancassurance, handling retail bancassurance. His manages insurance sales throughout 42 conventional branches in HSBC and 18 Syariah compliant branches in HSBC Amanah nationwide. Two years after he has been remapped into HSBC Malaysia and is reporting directly to the Head of Wealth of the time. The transformation has granted him a wealth of experience in managing the sales activities, production performance and also sales quality that is expected by HSBC global standards in selling insurance as part of the wealth proposition.
Idi co-founded Bill Morrisons International Limited with the idea of distributing wealth products which are not made available to any local or foreign banks in Malaysia. Under his management Bill Morrisons pioneered the offshore financial industry to the world stage in the first year of the company’s establishment. He worked closely with global partners that spans from US, London, Dubai, Luxembourg, Hong Kong and Singapore. With Bill Morrisons’ expertise and global network, he is proud to provide our clients Asian Values with Global perspective in Wealth Management.
Mr Idi completed his studies in Georgia State University, Department of Risk Management and Insurance. He is also a full-fledged Certified Financial Planner and Syariah Registered Financial Planner.
KENNY SUEN (MBA, CFP, Syariah RFP)
Principal Officer & Chief Marketing Officer, Bill Morrisons International Limited
Graduated in 1996 with a Bachelors of Business (major in Economics & Finance) from RMIT University, Melbourne, Australia, Kenny Suen started his career in the head office of the largest financial group in Malaysia, Maybank Berhad as a Commercial Marketing Officer and later transferred to Corporate Loan Recovery during the height of the Asian financial crisis.
He went on to pursue his studies in MBA for two years with Heriot-Watt Business School and graduated in 2003 prior joining Citibank Berhad as a Citigold Relationship Manager serving the bank’s HNWI clients in their wealth management needs. Kenny continue to find his calling into Investments and have built a passion in wealth management product solutions. He subsequently joined CIMB-Principal Asset Management (CPAM) in 2007, the fund management arm of CIMB Banking Group to serve as a Manager in the Sales & Distribution Division supporting various IUTAs which include HSBC, UOB, OCBC, Citibank, Standard Chartered, CIMB Private Bank and AM Private Bank in all marketing matters of CPAM’s mutual funds.
Equipped with a strong knowledge in investment, the Head of Investments of CIMB Retail Bank made a request for Kenny to be seconded to join the Investment Product team as Assistant Vice President in 2009 where he was instrumental to launch the Dual Currency Investment (DCI) product for the Preferred Banking segment of CIMB Bank.
Later he joined UOB Bank (M) Berhad as the Team Head for Privilege Banking, managing a team of Relationship Managers and was subsequently headhunted by Alliance Bank Berhad to serve as a Regional Sales Manager overseeing 12 Klang Valley branches with Privilege Banking centers until 2014 focusing on retail banking and wealth management growth through the branch banking network. A strong believer in asset diversification, Kenny realized that the local wealth solutions could not fully meet the ever-changing needs of HNWI clients and ventured to explore the offshore landscape where he joined Hansard International Ltd. in 2015 to serve as their ASEAN Regional Manager. Building the distribution of offshore life and investment products through licensed Independent Financial Advisers (IFAs) and life insurance brokers in Malaysia, Thailand, Indonesia and the Philippines.
Kenny Suen's vast experience spanning more than 20 years in the banking & financial industry having gone through the multi facet changes in the wealth management industry from the Asian Financial crisis right through the Global Financial crisis in 2008. As a full-fledged Certified Financial Planner and Syariah Registered Financial Planner in Malaysia, he was a new addition to the Bill Morrisons Board of Directors in mid-2017 and was subsequently appointed the Principal Officer of Bill Morrisons International Ltd., a Labuan FSA licensed insurance broker and also the group Chief Marketing Officer to relentlessly achieve and strive for improvement to exceed our clients’ expectations.
SUHAIMI BIN KAMARALZAMAN
Non Executive Director, Bill Morrisons Group
Mr. Suhaimi is currently the Chief Executive Officer at Pengurusan Air Selangor Sdn Bhd, Chief Executive Officer at Syarikat Pengeluar Air Sungai Selangor Sdn Bhd, He is on the Board of Directors at Kumpulan Hartanah Selangor Bhd, Cash Band (M) Bhd, KDE Recreation Bhd, Kumpulan Perangsang Selangor Bhd and Kumpulan Darul Ehsan Bhd (Selangor State Government investment holding company with interests in water and utility services, property, hotel and recreation, oil and gas, telecommunication, chemical trading and waste management).
He holds a Bachelor of Arts in Accounting and Management Science, University of Kent at Canterbury, United Kingdom. He is also a Member of the Malaysian Institute of Accountants and Institute of Chartered Accountants in England and Wales. With his vast experience in corporate investment and institution wealth management, he is the big asset to Bill Morrisons Group.
Mr Suhaimi was previously employed as Non-Executive Chairman by Taliworks Corp Bhd, Non-Independent Non-Executive Director by Mycron Steel Bhd, Chief Executive Officer & Managing Director by Melewar Industrial Group Bhd, Chief Executive Officer by Pengurusan Aset Air Bhd, Chief Executive Officer by Indah Water Konsortium Sdn Bhd, and Accountant by National Economic Action Council. He was also previously the President of Kumpulan Darul Ehsan Berhad (“KDEB”), During his tenure at the PAAB, he successfully negotiated and signed agreements for the federal government’s acquisition of the water assets for the states of Melaka, Negeri Sembilan and Johor. Meanwhile, his achievement in IWK included the recognition by the Malaysian Water Association (”MWA”) in 2005 that awarded IWK the Malaysian Water Award for Management Excellence in total water management and operational efficiencies. Before heading various companies beginning from the year 2000, Suhaimi was attached as an Accountant to the National Economic Action Council (“NEAC”) in 1998. Before joining the NEAC, he served with Arthur Andersen, Malaysia from 1996 to 1998. Between 1994 and 1996, he also served with Malaysia’s national oil corporation, PETRONAS. He joined Blick Rothenberg Chartered Accountants, United Kingdom as Auditor from 1991 to 1994.
ZULKHARNAIN BIN ARIFFIN
Non Executive Director, Bill Morrisons Group
Mr Zulkharnain has more than 40 years of professional and technical experience in dealing financial, capital market. Formally the treasurer of Ministry of Finance and subsequently headed Loan & Securities Department for Bank Bumiputra. Before he set up his own class A property developer company, he was also the Executive Director for UDA, Taman Bukit Maluri.
He holds a Bachelor's degree in Applied Economics from the University Malay and post graduate degree in Netherland and Philipines (AIM).
From his vast years of dealings and network with the industry as well as in the ministry, Encik Zulkharnain is in the best position to value add the company with his in-depth knowledge of financial system and high networth proposition.
KEVIN LEE (CFP, TEP)
Head of Private Wealth, Bill Morrisons Group
Kevin Lee has over 22 years of retail banking and wealth management experience encompassing asset management, private banking and insurance acquired at John Hancock Life Insurance, Pacific Mutual Fund, CIMB Principal Asset Management, HSBC, CIMB Private Banking and Jardine Lloyld Thompson. He has worked with a full spectrum of distribution segments in the financial industry including agency distribution, IUTA channel, priority banking and private banking.
His exposure in the High Net Worth (HNW) segment was further refined when he worked at CIMB Private Banking in 2013 as an investment consultant assigned to assist private bankers with high networth individuals of AUM RM10 million & above. In 2017, he moved on to become an international insurance broker, specialising in wealth planning with the use of high net worth insurance policies to create liquidity for HNW families, estates and businesses.
Kevin holds a BSc. (Economic Management) from the University of London. Professionally, he has earned the right to use the Certified Financial Planner (CFP) and Trust Estate Planner (TEP) designation. He is also a member of Society of Trust and Estate Practitioners (STEP) Malaysia. STEP is a worldwide professional body for advisers who specialise in inheritance and succession planning.
SHO TOH YIH JANG
Investment Committee, BH Global Advisers Sdn Bhd
Graduated from the University of London with bachelor of science majoring in accounting and finance, Mr Sho Toh has over of 16 years of experience in the investment industry. Soon after he contributed to the success of one of the major asset manager, he was headhunted and spending more than 14 years in the current position. He was the brain behind the research team for independent research and investment strategy services in BH Global. He and his team have in-depth experience of a diverse range of sophisticated investment strategies and advice not limited to local market but tailor to a global perspective.
HELMI MD NOR
Head of Operations, Bill Morrisons Group
Holds a BSc. in Business Administration from Georgetown University, Washington DC, USA. Upon return in 1997, joined Labuan Reinsurance (L) Ltd in Kuala Lumpur Office in the Corporate and Development Department and later, the Underwriting Department. In 2003, seconded to Bahrain Office in Kingdom of Bahrain, marketing and servicing of Middle East, North African, Turkish and Iranian markets, and also heading the operations. Resigned in 2011 as Assistant Vice President/Underwriter and returned to Malaysia. In 2013, joined a group holding company, Utusan Printcorp Sdn Bhd as Senior Vice President in the Corporate and Business Development Department and doubled up as Executive Vice President, CEO Office, Jaring Communications Sdn Bhd. Resigned from both posts in 2015. Joins Bill Morrisons Group in September 2017.
Head of HR & Finance, Bill Morrisons Group
Ruzina Shuib is an ex-banker with vast experience spanning over 27 years in both local and foreign bank in Malaysia. She brings her extensive knowledge and background in banking and financial services industry covering a range of areas including administration, account & finance, operation, compliance and human resources. She was recruited in 2014 by the founders of Bill Morrisons Group to assist in the establishment of the company.
EILEEN TAN HWEE LIN (RFP)
Head of Financial Planning, Bill Morrisons Group
Ms. Eileen’s financial path begins with her early years in BNP Paribas, where she started as secretary to Country Manager back in 2001. She oversees and assisted the reporting with regulators at ministry level. After mastering individual and corporate wealth management, in 2007 she started as her own career as Business Development Executive in the Financial Advisory industry, providing financial advices and guiding clients to achieve their personal and family life goals.
Ms. Eileen is a strong believer and practitioner of holistic financial planning, rooted in two fundamental truths: Everyone has their own unique sets of needs and best solutions, and each aspect of a family’s personal finances needs to be considered both on its own and in how changes in that one place will impact every other aspect. Through detailed conversations and personal relationships with clients; she helps her clients understand their financial situation, refine their goals, and identify tactics and opportunities and move them closer toward achieving those goals. With such great achievement she was promoted to Business Development Director in 2013 to her excellence in financial planning. Her dedication and commitment have awarded her many accolades from various organizations which makes her as highly regarded within the financial advisory industry. She was invited by Association of Financial Adviser Malaysia (AFA) to be their Honorable speaker to share her experience and financial planning practice in the annual AFA Conference in 2015.
Carried with her over 17 years of financial planning experience, Ms Eileen head Financial Planning Division in Bill Morrisons to bring the group to greater heights. She is a licensed Financial Advisor Representative (FAR) under Bank Negara Malaysia and Capital Markets Services Representative license (CMSRL) under Securities Commission.
SIEW VOON FEI (MFP, RFP)
Head of Insurance Planning, Bill Morrisons Group
Mr Siew’s holds a Bachelor of Information Technology from Multimedia University. He was a research engineer in Panasonic R&D Centre (M) Sdn Bhd. In year 2017, he completed his Master’s degree in Financial Planning from SEGI University. He begins his humble financial planning career from the traditional insurance industry more than a 11 years ago. Having a clear vision seeing the industry transformation in developed market, Siew progressively working towards acquiring his Registered Financial Planner (RFP). Throughout his journey he practiced need-based approach, sound advice and independent recommendations to his clients, aiding them in achieving their financial goals. Due to his excellence and consistency in his work, he received multiple awards including numerous top achiever and persistency awards as Centurion Club from insurance companies and other financial product providers.
Emerged as professional Financial Planner under Capital Markets Services Representative license (CMSRL) under Securities Commission, Mr Siew expanded his business on wealth management proposition.
Mr Siew currently head the insurance planning division of Bill Morrisons and support our professional wealth advisors on insurance/protection need. He frequently coach and dissect insurance products to achieve best solution for our clients. Mr Siew also responsible for running a new dynamic team of younger generations financial planner apprentice. The young team were transformed from average performance to professionals, in both knowledge and skill, following his successful methods.
TEOH KOK HWA (RFP)
Head of General Insurance, Bill Morrisons Group
He hold a Degree in Electrical Engineering from National Cheng Kung University in 1990. He have more than 25 years of experience in various general insurance company like Great Eastern General Malaysia Bhd, Amgeneral Insurance bhd and AXA Affin General Insurance Berhad. He is a member of Malaysian Financial Planning Coucil . He is a licensed Financial Advisor Representative (FAR) under Bank Negara Malaysia and Capital Markets Services Representative license (CMSRL) under Securities Commission.
He began as Registered Financial Planner in another Financial Advisory Company in 2011 and subsequently as Head of General Insurance & Enployee Benefit in 2013 and left on 30 July 2019. He then joined Bill Morrisons Group and was appointed the Head of General insurance of the company on 1 Aug 2019 to assist and support our professional wealth adviser on general insurance protection.