Winnie, Senior Branch Manager of Wizard Financial Group, has joined The Prudential since October 2008. With over 12 years of experiences in the industry. Winnie is experienced in providing insurance, fund management, wealth management, retirement planning and all related financial planning services for legal professionals and high net worth clients.

She is now focusing in annuity retirement, asset management and family trust establishment consultation services for Business entrepreneurs and Professional Corporations. She provides consultation services and develops the mass affluent market. Winnie is developing a professional financial advisory team with high caliber and skilled team partners. They are with integrity and high standard of commitment in the industry.

  • Diploma in Legal Studies, HKU, SPACE
  • IFPHK, Associate Member
  • Certificate in Securities Dealing, HKSI
  • Top of the Table (TOT) : 2008
  • Court of the Table (COT) : 2005 & 2007
  • Million Dollar Round Table (MDRT) : 2002, 2003, 2004, 2006, 2009 & 2010
  • Distinguish Agent Award (DAA 2005), The Life Underwriters Association of Hong Kong
  • LIMRA International Quality Award (IQA): 2001, 2002, 2003, 2004, 2005, 2006, 2007
  • LIMRA International Award for Productivity (IAP): 2008 (Gold), 2009 (Silver)
  • Full Member of The Life Underwriters Association of Hong Kong: 2006, 2007, 2008, 2009, 2010
  • Prudential Superstar: 2008
  • Prudential President: 2009