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FWD Financial Planning Limited

富衛財務策劃有限公司
FB1177Licence activeInsurance broker companyGeneral + Long Term (incl. investment-linked)
Licence no
FB1177
Type
Insurance broker company
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2022-07-14
Valid to
2028-07-13

Contact & address

Fax
28503438
Address (EN)
18/F, FWD Tower, 979 King’s Road, Quarry Bay, Hong Kong
Address (中)
18/F, FWD Tower, 979 King’s Road, Quarry Bay, Hong Kong

Location

Approximate — geocoded from the registered address. Open in Google Maps →

Representatives over time

Distinct individuals appointed by this firm who were active each year (2020–2026), from captured appointments.

2020: 82021: 92022: 252023: 272024: 302025: 332026: 3689252730333620212223242526

Appointed by principal(s) 2

PrincipalAppointing principalLine of businessStatusAppointedCeased
General & Long Term Business (including Linked Long Term Business)Active
Not applicable
Not applicable
General & Long Term Business (including Linked Long Term Business)Ended2022-07-14

Appointed individuals (technical representatives) 60 · 32 active

LicenceNameLine of businessStatusAppointedCeased
IA1699MAKKAR RajivLong Term Business (including Linked Long Term Business)Active2022-06-02
IA2169TSE Wai Ling Teresa
謝慧玲
General & Long Term Business (including Linked Long Term Business)Active2022-06-21
IA2179WAN Ka Yee Kitty
尹嘉怡
General & Long Term Business (including Linked Long Term Business)Active2022-06-01
IA2320POON Cheuk Kuen
潘焯權
General & Long Term Business (including Linked Long Term Business)Active2022-07-22
IA2351LIM Ben SeeGeneral & Long Term Business (including Linked Long Term Business)Active2022-06-01
IA2531LAI Pui Sze
黎沛思
General & Long Term Business (including Linked Long Term Business)Active2022-06-01
IA2548Lam Wing Fai
林永輝
General & Long Term Business (including Linked Long Term Business)Active2022-06-14
IA3276CHAU Chi Kwan Coral
周祉君
General & Long Term Business (including Linked Long Term Business)Active2024-10-15
IA3667WONG Miu Lan
黃妙蘭
General & Long Term Business (including Linked Long Term Business)Active2022-06-21
IA3898WONG Kai Lap
王佳立
General & Long Term Business (including Linked Long Term Business)Active2023-05-25
IA4926FOK Yuen May
霍婉媚
General & Long Term Business (excluding Linked Long Term Business)Active2022-07-21
IA6943Chiu Ho Tak
趙浩德
General & Long Term Business (including Linked Long Term Business)Active2023-08-15
IA7259Kwan Toi Sau
關代秀
Long Term Business (including Linked Long Term Business)Active2024-02-26
IC7415Leung Kwok Ki
梁國麒
General & Long Term Business (excluding Linked Long Term Business)Active2025-07-10
ID3334Wan Yuet Ting
溫悅婷
General & Long Term Business (including Linked Long Term Business)Active2024-10-30
IE5148Chan Yik Lai
陳奕麗
General & Long Term Business (including Linked Long Term Business)Active2024-05-31
IF4205KO CHEUK YIN
高卓嫣
General & Long Term Business (including Linked Long Term Business)Active2026-03-16
IG5609KWAN So Fan
關素芬
General & Long Term Business (including Linked Long Term Business)Active2025-10-30
IG7072HO Kin Wa
何建華
Long Term Business (including Linked Long Term Business)Active2022-04-21
JB7299Kwok Wing Yin
郭詠然
General & Long Term Business (including Linked Long Term Business)Active2024-03-04
JC3350NG Sze Hung
吳思雄
General & Long Term Business (excluding Linked Long Term Business)Active2020-11-27
JC8222NG CHUN PANG
吳振鵬
General & Long Term Business (excluding Linked Long Term Business)Active2026-05-05
JD1579Chan Chor Fung
陳楚峰
Long Term Business (including Linked Long Term Business)Active2023-03-15
JD1747Cheng Chi Wa
鄭志華
Long Term Business (including Linked Long Term Business)Active2024-06-19
JD2075HUNG CHING YAN
洪靜欣
Long Term Business (excluding Linked Long Term Business)Active2026-03-25
JD5503Suen Ho Hei
孫顥熹
General & Long Term Business (excluding Linked Long Term Business)Active2026-05-11
JE7860Yau Shun Chi
丘瞬治
General & Long Term Business (including Linked Long Term Business)Active2025-08-25
JF4349Chiu Sung Wei
趙崇慰
General & Long Term Business (excluding Linked Long Term Business)Active2025-05-09
JF7911Yip Ming Kwan
葉明君
General & Long Term Business (including Linked Long Term Business)Active2023-11-17
JG7660Lai Wing Sze
黎穎詩
General & Long Term Business (excluding Linked Long Term Business)Active2024-04-04
JH8422Shum Chi Sing Kenneth
沈志承
General & Long Term Business (excluding Linked Long Term Business)Active2024-10-18
JJ2581Li Ka Wing
李嘉穎
General & Long Term Business (including Linked Long Term Business)Active2024-12-09
IA1824LEUNG Wing Yee Fiona
梁穎怡
General & Long Term Business (including Linked Long Term Business)Ended2022-07-072023-12-11
IA1869WONG Chak Lam Jeremy
王澤霖
General & Long Term Business (including Linked Long Term Business)Ended2020-03-01
IA2178WONG Ka Yee Monica
黃嘉儀
General & Long Term Business (including Linked Long Term Business)Ended2021-05-20
IA2525YIP Chun Kuen Eddy
葉俊權
General & Long Term Business (including Linked Long Term Business)Ended2020-09-07
IA2820SWAN James ArthurLong Term Business (including Linked Long Term Business)Ended2021-07-31
IA3752CHAN Shuk Ching
陳淑貞
Long Term Business (including Linked Long Term Business)Ended2022-06-132026-01-02
IA4510LAM YIP LUNG
林葉儂
General & Long Term Business (including Linked Long Term Business)Ended2021-09-23
IA4555Lo Choi Ling
盧彩玲
General & Long Term Business (including Linked Long Term Business)Ended2020-10-12
IA4770YU Lai Man Tonnie
余麗文
Long Term Business (excluding Linked Long Term Business)Ended2021-06-01
IA4807LIANG Zhide
梁智德
General & Long Term Business (excluding Linked Long Term Business)Ended2020-11-162023-07-10
IA4897LI Ying Kin
李英健
General & Long Term Business (including Linked Long Term Business)Ended2020-01-232022-05-18
IA4995HUI Wai Pong
許為邦
General & Long Term Business (excluding Linked Long Term Business)Ended2020-01-232021-06-15
IA6880Tam Chung Sang
譚頌生
General & Long Term Business (including Linked Long Term Business)Ended2023-05-242023-10-03
IA6985HO TING KAY
何定錤
Long Term Business (including Linked Long Term Business)Ended2025-02-192026-04-27
IA7331LEUNG Ka Man
梁嘉雯
General & Long Term Business (including Linked Long Term Business)Ended2022-11-182024-04-16
IA7935Yip Man Yin
葉曼弦
General & Long Term Business (including Linked Long Term Business)Ended2020-02-282022-06-01
IA8506Chan Sin Kwan
陳善鈞
General & Long Term Business (including Linked Long Term Business)Ended2021-11-102024-07-25
IB1635LO YU MAN
羅宇聞
General & Long Term Business (including Linked Long Term Business)Ended2025-06-232026-01-20
IC7311LAM YAT KI
林逸奇
Long Term Business (excluding Linked Long Term Business)Ended2022-06-302024-07-31
ID3981FUNG YIN YAN
馮彦欣
General & Long Term Business (including Linked Long Term Business)Ended2025-07-022025-09-05
IH2643Jia Rui
賈睿
Long Term Business (excluding Linked Long Term Business)Ended2022-08-052023-10-04
IO4797CHAN PUI SZE
陳貝詩
General & Long Term Business (including Linked Long Term Business)Ended2020-10-142024-03-01
JA1350CHEUNG KA WING
張嘉穎
General & Long Term Business (including Linked Long Term Business)Ended2022-06-212026-02-13
JA3300CHAN ANTOINE FRANCOIS
陳琪
General & Long Term Business (including Linked Long Term Business)Ended2022-08-112023-04-06
JB1696WONG Tze Yu
黃子瑜
General & Long Term Business (including Linked Long Term Business)Ended2022-05-032022-07-15
JB3705Luk Joyce
陸靖雯
General & Long Term Business (including Linked Long Term Business)Ended2020-09-082021-07-09
JC3447TSANG Suet Yee Bonnie
曾雪儀
General & Long Term Business (excluding Linked Long Term Business)Ended2020-12-012021-04-10
JE7731LEE KAI HO PATRICK
李啟豪
General & Long Term Business (including Linked Long Term Business)Ended2022-10-142023-04-03

Responsible officers 1

Yip Ming Kwan 葉明君