Resume

• AIA District Director

• Founder of “Unicorns District”

• Graduated from Hong Kong Polytechnic University

• Further Completed Executive Diploma in Financial Planning (EDFP)

• Further Completed Certified in Financial Consulting Executive Program (CFC)

• Rich expertise in banking, financial planning and insurance industry

 

Honors and Qualifications

• Registered Financial Consultant (RFC)

• International Financial Planner Council (IFPC)

 

• Multiple times MDRT "Million Dollar Round Table" member

• MDRT "Million Dollar Round Table" — Top of the Table (TOT)

• MDRT "Million Dollar Round Table" — Court of the Table (COT)

• Invited guest speaker at MDRT USA Annual Conference