Professional Diploma of Finance Management (PDFM) – Hong Kong Management Association
Certificate of Business of Administration (CBA) – The Open University of Hong Kong (now known as ‘Hong Kong Metropolitan University’)
Licensed as a Technical Insurance Representative (Hong Kong Insurance Authority), in Type 1 Dealing in Securities, Type 4 Advising on Securities, Type 8 Securities Margin Financing (The Securities and Futures Commission of Hong Kong) and as a Licensing Salesperson (Hong Kong Estate Agents Authority)
8 years’ experience in wealth management and 9 years’ experience in property sales
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