I’m a Certified Financial Planner (CFP) Certified Private Banker (CPB) with 15+ years in the financial planning industry. After winning multi-financial planning awards in HK, I focused on building a professional advisory team that could deliver more professional services to clients in HK, China, Japan and Taiwan. With our full suite of product and service offerings, we are committed to serving the needs of both retail and corporate clients. ​
As CCSP and GCDF, I provide professional career facilitation service by career development facilitators guides my clients to enhance self-understanding for planning.
💥What makes me different?
1. Multi-award-winning in the financial planning industry - Share with you the global standard of financial planning
2. Solid experience is proven by my strong personal production - ( MDRT 2020, TOT2021)
3. 15+ years of experience helping more than 150 consultants to succeed in the financial planning industry