Unofficial — NOT the Insurance Authority. Data referenced from the public Insurance Intermediaries Register for reference only — verify on the iir.ia.org.hk
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DOXA WEALTH PLANNING LIMITED

榮美財富規劃有限公司
FB1249Licence activeInsurance broker companyGeneral + Long Term (incl. investment-linked)
Licence no
FB1249
Type
Insurance broker company
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2021-07-23
Valid to
2027-07-22

Contact & address

Fax
31040372
Address (EN)
10/F., Wui Tat Centre, 55 Connaught Road West, Sheung Wan, HK
Address (中)
10/F., Wui Tat Centre, 55 Connaught Road West, Sheung Wan, HK

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: 12021: 152022: 152023: 152024: 142025: 112026: 11115151514111120212223242526

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)Ended2021-07-23

Appointed individuals (technical representatives) 18 · 10 active

LicenceNameLine of businessStatusAppointedCeased
IA2111AU YEUNG Man Wai
歐陽旻蔚
General & Long Term Business (including Linked Long Term Business)Active2021-04-12
IA2145LAM Chun Ming Stanley
林進明
General & Long Term Business (including Linked Long Term Business)Active2021-05-10
IA2240CHAN Yuk Yin
陳玉燕
General & Long Term Business (including Linked Long Term Business)Active2021-03-02
IA2426TAM Wai Hon
譚偉漢
General & Long Term Business (including Linked Long Term Business)Active2021-07-08
IA2705Mok Lai Man
莫禮文
General & Long Term Business (including Linked Long Term Business)Active2021-03-02
IA2935Chan Siu Bun
陳少斌
General & Long Term Business (including Linked Long Term Business)Active2021-03-02
IA2955Chan Kar Hing
陳家興
General & Long Term Business (including Linked Long Term Business)Active2021-03-09
IA4904LAU Pui Yan
劉佩欣
General & Long Term Business (excluding Linked Long Term Business)Active2021-02-26
IJ6400WONG Sze Wai
黃詩慧
General & Long Term Business (excluding Linked Long Term Business)Active2020-10-09
JC6015CHAN Yee Man
陳綺雯
Long Term Business (excluding Linked Long Term Business)Active2021-01-27
IA1411Lui Muk Ying
呂木英
General & Long Term Business (including Linked Long Term Business)Ended2021-03-192024-12-09
IA2422LAM Ching Han Anita
林靜嫻
General & Long Term Business (including Linked Long Term Business)Ended2021-03-02
IA2607CHAN SIN Pui Yee
陳單珮怡
General & Long Term Business (including Linked Long Term Business)Ended2021-04-292024-04-28
IA3350TAM Yuen Kwan
譚婉君
Long Term Business (excluding Linked Long Term Business)Ended2021-02-262024-12-09
IA3658HO Tak Yee Valerie
何德儀
Long Term Business (excluding Linked Long Term Business)Ended2021-02-24
IA3867LING Shuk Ling Eileena
凌淑玲
General & Long Term Business (including Linked Long Term Business)Ended2021-03-082022-08-04
IA4550NG Ka Man
吳嘉敏
General & Long Term Business (including Linked Long Term Business)Ended2021-03-022026-02-01
JD4669TSE Pui Yi
謝珮怡
General & Long Term Business (including Linked Long Term Business)Ended2023-02-102023-09-30

Responsible officers 1

AU YEUNG Man Wai 歐陽旻蔚