Resume

• AIA Senior Unit Manager

• Graduated from Hong Kong Polytechnic University, majoring in Bachelor of Business Administration (Honors) with a minor in Financial Services

• Rich expertise in the insurance industry with 17 years of extensive experience

• Hong Kong Securities and Investment Institute - Director

• Hong Kong Commerce & Industry Associations (HKCNIA); Youth Entrepreneurs Federation — Director

 

• Featured in interview by major financial media "EDigest" in 2020

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Honors and Qualifications

• Chartered Family Wealth Planner (CFWP)

 

• "Millionaire" recognition in 2014 - 2022

• MDRT "Million Dollar Round Table" Member in 2014 - 2022

• Premier Agency Leader (PAL) in 2018

• Distinguished Wealth Management Professional Award (DWMP) in 2020

• AIA (1299) 10 - Year Long Service Award in 2023