Julian Galvin 嘉 駿 昂

Julian Galvin, St. James's Place, Partner, Hong Kong at St. James's Place Wealth Management – Asia
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Contact Information
us****@****om
(386) 825-5501
Location
Hong Kong, Hong Kong SAR, HK
Languages
  • English Full professional proficiency

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Bio

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Credentials

  • Hong Kong Broker, Technical Representative
    Insurance Authority
    Sep, 2019
    - Nov, 2024
  • MPFA Hong Kong Licensed Intermediary
    Mandatory Provident Fund Schemes Authority
    Aug, 2016
    - Nov, 2024
  • HKSI Practising Certificate - Asset Management
    Hong Kong Securities and Investment Institute
    Oct, 2005
    - Nov, 2024
  • Securities Adviser - SFC Hong Kong LicenseType 1, 4 & 9
    Securities and Futures Commission
    Jan, 2005
    - Nov, 2024
  • Hong Kong Confederation of Insurance Brokers - Technical Representative
    HKCIB
    Jul, 2004
    - Nov, 2024

Experience

  • St. James's Place Wealth Management – Asia
    • Julian Galvin, St. James's Place, Partner, Hong Kong
      • Oct 2015 - Present

      I provide a personal financial planning & coaching service, helping families, business, and professional people to integrate their life and financial goals in a new way using their available financial resources. Are you worried about outliving your savings and being a burden on your family when you get old; don’t know where to go for advice and need someone to guide you?Are you looking for guidance and access to high quality investments and insurance options to protect you and… I provide a personal financial planning & coaching service, helping families, business, and professional people to integrate their life and financial goals in a new way using their available financial resources. Are you worried about outliving your savings and being a burden on your family when you get old; don’t know where to go for advice and need someone to guide you?Are you looking for guidance and access to high quality investments and insurance options to protect you and your loved ones from financial loss?Then please do message me and ask for a no-cost consultation because I provide a personal financial planning & coaching service, helping families, business, and professional people like yourself to integrate their life and financial goals in a new way using their available financial resources. A full range of services are available that will help you to align your financial resources with your career & business goals allowing you to realize your retirement goals sooner.• I help retirees to manage their wealth for a comfortable retirement.• I coach families on what they need and help them to invest to get their kids though school.• I help investors to manage their portfolios.• I help HK people to manage their MPF because it is an important part of saving for retirement. Show more Show less

  • Tyche Group Ltd.
    • Julian Galvin, Executive Director - Investment
      • Sep 2013 - Jul 2014

      Wealth ManagerAsset ManagerFinancial PlannerInvestment AdviserInvestment Committee MemberInsurance BrokerMPF Intermediary

  • Palladian Financial Planning Ltd
    • Julian Galvin, Director
      • Jul 2012 - Sep 2013

      Founder & OwnerWealth ManagerAsset ManagerFinancial PlannerInvestment AdviserInsurance BrokerMPF Intermediary

  • Tyche Group Ltd.
    • Julian Galvin, Executive Director
      • Dec 2011 - Jul 2012

    • Associate Director
      • Jun 2007 - Dec 2011

  • Bridgewater Ltd
    • Julian Galvin, Senior Manager, Private Clients
      • Apr 2004 - Jun 2007

      Wealth ManagerAsset ManagerFinancial PlannerInvestment AdviserInsurance BrokerMPF Intermediary

Community

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