2020 Kick-off with our Ka-zo-ku!

2020 Kick-off with our Ka-zo-ku!

2020 Kick-off with our Ka-zo-ku!


What better way to start off the new year with your KAZOKU (FAMILY)! On the 9th and 10th of February, our team have journeyed up to Grand Ion Delemen @ Genting Highlands to kick start our new year. The first event aligned was our annual Award Gala Dinner with the theme – ‘License to Win’ with a touch of James Bond. The spirit of behind the theme is to signify that our advisers are fully licensed and approved by the regulators to carry out financial planning businesses.The night started with a photography session with our business partners and advisers. With all of them dressing up ever so dazzling, it is no wonder the photographer could not take his eyes off them.After the photo session was the opening speech by our management team. Mr Idi Irwan, Mr Billy Hii and Mr Kenny Suen were taking turns to express their feelings of this six years with Bill Morrisons and how everything first started without a roof above their heads and certainly it would not have been possible without working hand in hand with our business partners.
 

The journey was not an easy one, but with the combined effort of our prestige advisers and our supportive clients, we have ventured far ahead of our peers, and this is shown by the list of awards we have been awarded by our business partners for the year 2019.

 

OUTSTANDING ACHIEVEMENT AWARD 2019, LARGEST CASE IN ASIA by Hansard International

Joanne Chu Wai Yee

 

TOP MALAYSIA PRODUCER, INDIVIDUAL CATEGORY – REGULAR PREMIUM by Hansard International

Joanne Chu Wai Yee

 

TOP MALAYSIA PRODUCER, INDIVIDUAL CATEGORY – SINGLE PREMIUM by Hansard International

Sky Siew Voon Fei

 

TOP MALAYSIA PRODUCER, COMPANY CATEGORY by Hansard International

Bill Morrisons International

 

TOP MALAYSIA PRODUCER, INDIVIDUAL CATEGORY – REGULAR PREMIUM by RL360

Richard

 

TOP MALAYSIA PRODUCER, INDIVIDUAL CATEGORY – SINGLE PREMIUM by RL360

Marcus Tay Heng Wai

 

TOP MALAYSIA PRODUCER, COMPANY CATEGORY by Hansard International

Bill Morrisons International

On the company level, it also has been a tradition to motivate our advisers by recognising their achievements and efforts, below are our list of award receivers for the year 2019.

 

TOP ACHIEVER AWARD, GROSS REVENUE CATEGORY by Bill Morrisons International

Joanne Chu Wai Yee, Winner

Marcus Tay Heng Wai, 1st Runner-up

Sherlynn Tan Hooi Leng, 2nd Runner-up

 

TOP ACHIEVER AWARD, PRODUCTIVITY CATEGORY by Bill Morrisons International

Sky Siew Voon Fei, Winner

Sherlynn Tan Hooi Leng, 1st Runner-up

Yovi Tan Mei Ping, 2nd Runner-up

 

TOP ACHIEVER AWARD, RISING STAR by Bill Morrisons International

Sherlynn Tan Hooi Leng

 

TOP ACHIEVER AWARD, GROSS REVENUE CATEGORY by Bill Morrisons Wealth Management

Sky Siew Voon Fei, Winner

Noraliza Mat Arif, 1st Runner-up

Eileen Tan Hwee Lin, 2nd Runner-up

 

TOP ACHIEVER AWARD, PRODUCTIVITY CATEGORY by Bill Morrisons International

Sky Siew Voon Fei, Winner

Eileen Tan Hwee Lin, 1st Runner-up

Rachel Wong Siew Kien, 2nd Runner-up

 

TOP ACHIEVER AWARD, RISING STAR by Bill Morrisons Wealth Management

Ivy Leong Moh Jin

 

TOP ACHIEVER AWARD, MOST IMPROVED ADVISER by Bill Morrisons Wealth Management

April Leong Yee Man

 

TOP ACHIEVER AWARD, RISING STAR by BMX

Elaine Teow Yee Leng

 

The train of event does not end, our advisers would then start the following day with a series of talks planned by our team, ranging from fund houses to various platform providers, covering the global market outlook and the most modern financial tools available.

 

The event lasted until about 6.00pm before wrapping things up with a group photo.

 

This event would have never been possible without the support of our valued business partners, advisers and the whole team, looking forward to bring financial planning to greater heights!

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Billy Hii

Managing Director

About Billy Hii

EXPERTISE

Visionary , Industry expert, Passionate & committed

Billy Hii, managing director of Bill Morrisons Group, believes the wealth management industry in Asia is ripe for transformation. High net worth individuals from across ASEAN and Asia have become more knowledgeable and more demanding about wealth management services as a result of education, networks and exposure to these financial instruments. 

With his experience gained from international banks and financial institutions, Billy aims to differentiate Bill Morrisons in wealth management segment by establishing an elevated standard of service and expertise. He wants to gear up his team of financial advisors to become well versed, highly knowledgeable and very customer-focused so that they can deliver a standard of service comparable to bespoke private wealth management, to its ASEAN and Asian HNWI and family offices. 

Bill Morrisons’ financial advisors must ensure that not only their skillsets are constantly renewed and improved, in line with market changes and developments, but they must also match the capabilities of seasoned private bankers or wealth managers. This will provide them better platforms to serve their clients with world-class service, knowledge and relationships.

Billy has a Bachelor of Science degree from National University of Singapore in 2000. 

“We are going to reinvent the wealth management industry.”

–BILLY HII

Kenny Suen

Principal Officer & Chief Marketing Officer

About Kenny Suen

EXPERTISE

Energetic, Ideas man, Driven & Hungry

Markets awareness and products savviness reflect Kenny Suen’s expertise as he leads the marketing function at Bill Morrisons Group.

With a career spanning more than 25 years as a banking and financial services professional, Kenny understands the evolving landscape of various financial solutions, their relevance and their suitability to each of its clients. Kenny is able to design and deliver unique suites of financial solutions to help clients maximize and protect their portfolio. 

As a seasoned financial services professional, Kenny is familiar with the wealth management industry and has developed strong relationships with financial institutions in Malaysia and abroad. Kenny is well-suited to select, train and equip candidates with the right skills and expertise to become the leading financial advisory consultants across the region.

Kenny has an MBA from Herriot-Watt Business School and graduated from RMIT University, Australia in 1996 with a Degree in Economics & Finance. Kenny holds a CFP and Syariah RFP and is also a Labuan FSA-licensed insurance broker.

“Building wealth is not just a one man’s job. It requires a capable team of different stakeholders working together in trust and confidence to build long term, sustainable and meaningful relationships that they can see and appreciate the value you have created for them.”

-KENNY SUEN

Idi Irwan Zainal Abidin

Executive Director

About Idi Irwan

EXPERTISE

Performance Improvement , Transformation Catalyst

As Executive Director,Idi Zainal Abidin develops strategies and campaigns to help Bill Morrisons’ clients achieve their financial ambition. As Executive Director, Idi brings on board the expertise, insights and analysis from various global and regional fund managers and investment houses. He also guides the development of organizational processes and risk-mitigation measures to maintain operational and financial security of Bill Morrisons. 

Idi lends his expertise as a qualified Certified Financial Planner and Syariah-Registered Financial Planner to enable clients and customers into various financial and investment instruments that suit their needs.

Idi graduated from Institut Teknologi MARA in 1997. He also graduated from a risk management executive program, under a collaboration between Munich Re Insurance and Georgia State University in 2009, specializing in risk management and insurance. He has 24 years experience as a financial services professional.

“Our ambition is to create awareness and momentum in the wealth management industry so that clients become more informed and knowledgeable about how they could protect, preserve and extend their assets for current and future generations. We want to anchor this industry with professional advisors so that the focus and commitment is directed towards the interests of our stakeholders at all times.”

-Idi Irwan Zainal Abidin, Executive Director