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Peter Chen

Executive Director at Pando Finance
Intro Book
Seasoned finance professional with expertise in securities brokerage and investment advisory.
  • Claim this Profile
Location
Hong Kong SAR, HK
Languages
  • English Full professional proficiency
  • Cantonese Native or bilingual proficiency
  • Mandarin Full professional proficiency
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Bio

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Peter Chen is a seasoned finance professional with extensive experience in securities brokerage, investment advisory, and asset management. He holds a Master's degree in Investment Management from The Hong Kong University of Science and Technology and a Bachelor's degree from The University of British Columbia. Chen is proficient in English, Cantonese, and Mandarin, and has obtained various certifications including Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), and Type 1, 4, 9 Responsible Officer.

Credentials

  • The Branch Managers’ Course
    The Investment Funds Institute of Canada (IFIC)
    May, 2005
    - Apr, 2026
  • Chartered Life Underwriter (CLU)
    Advocis
    Oct, 2004
    - Apr, 2026
  • Canadian Securities Course
    Canadian Securities Institute
    Jan, 2004
    - Apr, 2026
  • Certified Financial Planner (CFP)
    FP Canada
    Jan, 2004
    - Apr, 2026
  • Life and Accident & Sickness Insurance
    Insurance Council of BC
    Sep, 2001
    - Apr, 2026
  • Paper 1, 2, 6
    Hong Kong Securities and Investment Institute
  • Type 1, 4, 9 Responsible Officer
    Securities and Futures Commission

Experience

Education

  • The Hong Kong University of Science and Technology
    Master's degree, Investment Management
  • The University of British Columbia
    Bachelor's degree

Suggested Services

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Industry Focus. “Investment Management”

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