FWD Financial Planning Limited

富衛財務策劃有限公司
CE No. AFG549 Licensed corporation Active

Information

Summary:

This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for FWD Financial Planning Limited (富衛財務策劃有限公司), a Hong Kong-based licensed corporation with CE reference AFG549. Currently licensed for regulated activity type(s) 1 - Dealing in securities; 4 - Advising on securities. Current licensed staff on file: 145 (total recorded over time: 589). Earliest licence on file: 2011-01-25.

Category:
Buyside · Wealth management
Registered address:
Suites 1704-05, 17/F, FWD Tower, 979 Kings Road, Quarry Bay
Website:
LinkedIn:

Licence history

ActivityFromTo
Type 1 - Dealing in securities 2011-01-25 present
Type 4 - Advising on securities Pre-2003 present

Licensed staff trend

- Total licensed staff, all activities
Explore this firm’s talent flow →

Licensed staff (all-time) (589)

Active on date
Name Activities First licensed To
Paul Chun Kit Au 區俊傑 RO 1, 4 2026-02 Present
Chi Kwan Coral Chau 周祉君 RO 1, 4 Rep 1, 4 2015-05 Present
Wing Keung Chik 植永強 RO 1, 4 Rep 1, 4 2015-09 Present
Ka Wai Lau 劉家偉 RO 1, 4 Rep 1, 4 2015-09 Present
Lip Yee Lee 李聶而 RO 1, 4 Rep 1, 4 2024-08 Present
Kitty Ka Yee Wan 尹嘉怡 RO 1, 4 Rep 1, 4 2003-05 Present
Ivy Yuk Ching Wong 黃玉菁 RO 1, 4 Rep 1, 4 2023-10 Present
Ming Kwan Yip 葉明君 RO 1, 4 Rep 4 2023-08 Present
Hoi Yi Au Yeung 歐陽凱宜 Rep 1, 4 2017-06 Present
Arnold Koon Wai Chan 陳冠偉 Rep 1, 4 2019-12 Present
Ka Yeung Chan 陳家揚 Rep 1, 4 2026-05 Present
Kai Wa Chan 陳啓華 Rep 1, 4 2026-05 Present
Kam Pan Chan 陳錦彬 Rep 1, 4 2015-10 Present
Lam Ho Ping Chan 陳霖昊平 Rep 1, 4 2015-07 Present
Portia Chi Chun Chan 陳志珍 Rep 1, 4 2011-06 Present
Yin Yin Chan 陳嫣然 Rep 1, 4 2018-10 Present
Yiu Kong Gil Chan 陳耀剛 Rep 1, 4 2026-05 Present
Hui Che 車慧 Rep 1, 4 2023-02 Present
Shuyan Chen 陳淑妍 Rep 1, 4 2024-11 Present
Yuqian Chen 陳宇乾 Rep 1, 4 2021-11 Present
Shuk Fa Cheng 鄭淑花 Rep 1, 4 2025-10 Present
Wing Wah Cheng 鄭詠樺 Rep 1, 4 2023-08 Present
Cherrie Wing Kwan Cheung Rep 1, 4 2021-09 Present
Shun Chi Cheung 張舜芝 Rep 1, 4 2020-09 Present
Lai Yee Chin 錢麗儀 Rep 1, 4 2017-10 Present
Hong Man Choi 蔡匡民 Rep 1, 4 2025-10 Present
Sai Cheong Chong 莊世昌 Rep 1, 4 2021-12 Present
Bing Kui Choy 蔡炳駒 Rep 1, 4 2011-08 Present
Ka Wai Claudia Chu 朱嘉慧 Rep 1, 4 2021-12 Present
Hei Man Chung 鍾希汶 Rep 1, 4 2025-06 Present
King Wan Chung 鍾璟芸 Rep 1, 4 2025-08 Present
Tsz Ching Chung 鍾芷澄 Rep 1, 4 2025-04 Present
Jiang Dai 代江 Rep 1, 4 2025-08 Present
Lijun Dong 董麗君 Rep 1, 4 2025-10 Present
Ka Man Fong 方嘉敏 Rep 1, 4 2025-10 Present
Po Yi Fong 方寶怡 Rep 1, 4 2026-01 Present
Hiu Yu Fung 馮曉榆 Rep 1, 4 2025-08 Present
Tak Lok Fung 馮德樂 Rep 1, 4 2021-04 Present
Yue Gu 古悅 Rep 1, 4 2015-12 Present
Shengwei Guo 郭聖偉 Rep 1, 4 2026-03 Present
Liping Han 韓麗萍 Rep 1, 4 2025-09 Present
Mun Wa Heung 香滿華 Rep 1, 4 2021-11 Present
Hoi Ching Ho 何海晴 Rep 1, 4 2024-10 Present
Sai Chuk Ho 何世祝 Rep 1, 4 2024-07 Present
Siu Hong Ho 何晁慷 Rep 1, 4 2025-03 Present
Lingyan Huang 黃玲艷 Rep 1, 4 2026-01 Present
Xinjie Huang 黃心結 Rep 1, 4 2015-10 Present
Chak Ling Hui 許澤玲 Rep 1, 4 2024-11 Present
Kam Hon Hui 許金漢 Rep 1, 4 2016-03 Present
Yee Man Hui 許綺文 Rep 1, 4 2015-08 Present
Ka Faat Hung 洪嘉發 Rep 1, 4 2024-09 Present
Yiu Fai Hung 洪耀輝 Rep 1, 4 2015-12 Present
Shiping Jiang 蔣世平 Rep 1, 4 2025-11 Present
Ada Shuk Yi Kam 甘淑儀 Rep 1, 4 2024-12 Present
Cheuk Yin Ko 高卓嫣 Rep 1, 4 2026-07 Present
Hing Tung Kwong 鄺慶東 Rep 1, 4 2015-10 Present
Pui Sze Lai 黎沛思 Rep 1, 4 2009-07 Present
Felix Siu Cham Lam 林兆湛 Rep 1, 4 2025-01 Present
Perseus Ching Wang Lam 林正宏 Rep 1, 4 2022-11 Present
Tsz Ting Lam 林祉廷 Rep 1, 4 2019-08 Present
Tsz Wai Lam 林梓惠 Rep 1, 4 2021-03 Present
Wai Tung Lam 林偉東 Rep 1, 4 2025-10 Present
Wing Fai Lam 林永輝 Rep 1, 4 2003-08 Present
Chun Wah Lau 劉俊華 Rep 1, 4 2021-09 Present
Kai Ting Law 羅介廷 Rep 1, 4 2015-08 Present
Yuen Shan Law 羅婉珊 Rep 1, 4 2015-09 Present
Chue Fung Lee 李鑄峯 Rep 1, 4 2026-04 Present
Ho Tsun Aaron Lee 李晧峻 Rep 1, 4 2026-06 Present
Jason Tsz Yan Lee 李子欣 Rep 1, 4 2015-10 Present
Kwing Nam Lee 李烱楠 Rep 1, 4 2019-10 Present
Mo Yin Agnes Lee 李慕燕 Rep 1, 4 2021-11 Present
Wai Kei Rickie Lee 李煒琪 Rep 1, 4 2024-10 Present
Chun Wing Leung 梁雋永 Rep 1, 4 2021-03 Present
Ho Yin Leung 梁灝賢 Rep 1, 4 2015-12 Present
Kwok Kan Li 李國芹 Rep 1, 4 2021-12 Present
Wei Li 李偉 Rep 1, 4 2026-05 Present
Wing Yin Li 李永彥 Rep 1, 4 2026-04 Present
Yuk Shu Li 李玉樹 Rep 1, 4 2015-09 Present
Ben See Lim Rep 1, 4 2007-12 Present
Philip Chi Chiu Lo 盧志超 Rep 1, 4 2012-01 Present
Mauricio Lozano Rep 1, 4 2019-12 Present
Suet Ying Lui 呂雪盈 Rep 1, 4 2025-11 Present
Him Yick Matthew Lung 龍謙益 Rep 1, 4 2024-11 Present
Minyi Ma 馬敏怡 Rep 1, 4 2021-04 Present
Vivian Mok 莫瑋欣 Rep 1, 4 2015-11 Present
Ka Wai Ng 伍嘉蔚 Rep 1, 4 2017-08 Present
Kit Yan Ng 吳杰茵 Rep 1, 4 2015-10 Present
Kwan Yi Ng 吳筠怡 Rep 1, 4 2025-12 Present
Man Yi Ng 吳敏兒 Rep 1, 4 2015-09 Present
Siu Chui Ng 吳小翠 Rep 1, 4 2021-07 Present
Siu Lung Ng 吳兆龍 Rep 1, 4 2015-11 Present
Cheuk Kuen Poon 潘焯權 Rep 1, 4 2007-10 Present
Long Yin Ser 佘朗彥 Rep 1, 4 2021-03 Present
Fai Shing Marcus Shen 沈輝城 Rep 1, 4 2021-03 Present
Shelyne Ailing Shum Xian 沈冼艾齡 Rep 4 2012-08 Present
Chun Wah Jimmy So 蘇振華 Rep 1, 4 2020-11 Present
Pui San So 蘇佩姍 Rep 1, 4 2015-10 Present
Chi Ming Sze 施志明 Rep 1, 4 2020-02 Present
Wing Keung Tai 戴永強 Rep 1, 4 2015-10 Present
Era Tam 譚懿雅 Rep 1, 4 2019-12 Present
Showing 1–100 of 589

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