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Bio

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Credentials

  • Court of the Table (COT)
    MDRT
    Jan, 2005
    - Apr, 2026
  • Million Dollar Round Table (MDRT) Life Member
    MDRT
    Jan, 1987
    - Apr, 2026
  • AIA Senior Financial Advisor
    AIA Hong Kong and Macau
  • Fellow Chartered Financial Practitioner (FChFP)
    Asia Pacific Financial Services Association
  • Registered Financial Planner (RFP)
    INTERNATIONAL ASSOCIATION OF REGISTERED FINANCIAL PLANNERS

Experience

Education

  • 2017 - 2018
    Glyndŵr University
    Master of Business Administration - MBA
  • 清華大學
    清華大學法學院中國理財法律課程證書

Suggested Services

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Industry Focus. “Insurance”

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References

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