Our Team

The Kuala Lumpur office is headed up by Richard Hull who has practised as both a stockbroker and Independent Financial Adviser for over 12 years.

Professional Qualifications & Membership Of Professional Bodies

MCSI membership is full membership of the CISI (Chartered Institute for Securities & Investment), and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience.

Cert IM CertIM is recognised by the FSSC (Financial Services Skills Council) as an Appropriate Examination for those who Manage Investments, Advise on Investments, Oversee the safeguarding and administering of investments and acting as broker fund adviser.

Certificate in Securities has been developed to provide employees advising and / or dealing in securities on behalf of professional or retail clients with the knowledge and skills required for their job roles.

CertPFS member of the Personal Finance Society having passed the Financial Planning Certificate (FPC parts 1, 2 & 3). Required to practice as an Independent Financial Adviser in the UK.

CEMAP Certificate in Mortgage Advice & Practice. Required to act as a Mortgage Adviser in the UK.

Our UK office is run by Bernie Hull who also has 12 years industry experience. He is assisted by Anne Hull who is the firms credit controller. Bernie has the following management & industry qualifications:

Professional Qualifications

Certificate in Administrative Management Honing skills in Office Administration, Business Communication, Office Systems & Mechanisation, people and Organisations.

FPC3 Having passed the Financial Planning Certificate (FPC parts 1, 2 & 3). Required to practice as an Independent Financial Adviser in the UK.

CeFA having passed the Certificate for Financial Advisers (IFS Level 3). Required to practice as an Independent Financial Adviser in the UK.

CeMAP Certificate in Mortgage Advice & Practice. Required to act as a Mortgage Adviser in the UK.

CeRCC Certificate in Regulated Customer Care, shows an awareness under examination of Treating Customers Fairly.

We also have an administrative office in Labuan which is managed by Joceyln Yeo.