Alan TAM

Insurance Specialist at ZUU Digital Financial Services Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Hong Kong, Hong Kong SAR, HK

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Credentials

  • CERTIFIED FINANCIAL PLANNER®
    The Institute of Financial Planners of Hong Kong
    Sep, 2021
    - Oct, 2024

Experience

  • ZUU Digital Financial Services Limited
    • Financial Services
    • 1 - 100 Employee
    • Insurance Specialist
      • Mar 2022 - Present
  • Ventrue Smart Asia Limited
    • Private Asset Manager
      • Mar 2015 - Present

      Venture Smart Group provide asset management services include : Financial and insurance services Trust & Family Office One-Stop Global Migration Solutions International Property Investment Venture Smart Group provide asset management services include : Financial and insurance services Trust & Family Office One-Stop Global Migration Solutions International Property Investment

  • AMTD Asset management
    • Relationship Director

Education

  • 香港大學專業進修學院
    Advanced Diploma, Financial Planning

Community

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