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Management Team
Ms. Annie Chiu
B.Sc.(Hons), MBA, RFP, CFC, CIAM, LOMA
Senior District Manager
Chartered Insurance Agency Manager
Registered Financial planner US
Certified Financial Consultant US
Mr. Dennis Cheng
BA(Hons), MBA, MSc, MHKIoD, CFP, ChFC, FChFP, CWM, AAFM, RFP, CFC, CLC, LOMA
Senior Unit Manager
Chartered Financial Consultant (ChFC)
Chartered Wealth Manager (CWM)
The Fellow Chartered Financial Practitioner (FChFP)
Registered Financial Planner (RFP US)
Certified Financial Consultant(CFC US)
MDRT
Mr. Billy Lam
B.Sc(Hons), RFP
Unit Manager
Registered Financial Planner (RFP US)
MDRT Life Member
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