• Bachelor of Business Administration, Chinese University of Hong Kong
  
  
• Certified Financial Planner (CFP^CM)
  
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• GAMA Career Development Award (CDA 2001, 2007) Bronze, GAMA International Management Award (IMA 1999-2007), LIMRA International Award for Productivity (IAP 2006), LIMRA International Quality Award (IQA 2006), Distinguished Manager Award (DMA 1999)