Bio

Philosophy: We help clients be abundant and have peace of mind through quality financial planning services. Professional Specialties: - Financial Planning, including Insurance Planning, Estate Planning and Investment Planning for Private Clients; - Investment Portfolio Management for: Private Clients and Charitable Foundations. Professional Qualifications: CFA Charter Holder CFP Practitioner ChFC (Chartered Financial Consultant) CLU (Chartered Life Underwriter) ChLP (Charted Life Practitioner) Experience in Finance Industry: from 1989 to now Teaching/Training Experience: Lecturing in Open University and HKU SPACE from 2000 to 2003. Students included insurance agents and brokers, investment advisors, bank managers and the heads of three private banks in Hong Kong. Senior Moderator of Chartered Life Practitioner (ChLP) and Life Underwriters Training Council Fellow courses (LUTC) since 1997.