About

As a Senior Wealth Management Advisor of OnePlatform Wealth Management Limited, I assist clients in planning for personal protection, financial asset risk management, retirement, taxation affairs, assets inheritance and related issues, with professional knowledge, with a view to both capital maintenance and asset growth.

Qualifications

 CFP® - CERTIFIED FINANCIAL PLANNER® PROFESSIONAL  FRM - FINANCIAL RISK MANAGER  MHKSI - MEMBER OF HONG KONG SECURITIES AND INVESTMENT INSTITUTE  MEMBER OF HONG KONG TRUSTEES’ ASSOCIATION  FCCA - FELLOW OF THE ASSOCIATION OF CHARTERED CERTIFIED ACCOUNTANTS  ATIHK - MEMBER OF THE TAXATION OF INSTITUTE OF HONG KONG

Interests

Food, Soccer, Basketball, Travelling

Product Expertise

Medical Insurance

Savings Insurance

Critical Illness Insurance

ILAS

Life Insurance

Retirement

MPF

General Insurance

Representing Companies

Advisor's Q&A

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