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AutoMate Wealth Management Limited

理德財富管理有限公司
FB1326Licence activeInsurance broker companyGeneral + Long Term (incl. investment-linked)
Licence no
FB1326
Type
Insurance broker company
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2021-06-10
Valid to
2027-06-09

Contact & address

Fax
27233206
Address (EN)
28/F No. 8 Wyndham Street Central Hong Kong
Address (中)
28/F No. 8 Wyndham Street Central 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: 62021: 152022: 312023: 512024: 722025: 992026: 1206153151729912020212223242526

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)Ended2021-06-10

Appointed individuals (technical representatives) 189 · 106 active

LicenceNameLine of businessStatusAppointedCeased
IA3984WONG Ho Sing
黃浩星
General & Long Term Business (including Linked Long Term Business)Active2025-06-06
IA6640Tsui King Yan
徐敬恩
General & Long Term Business (including Linked Long Term Business)Active2022-05-19
IA6777CHAN Kam Wah
陳錦華
General & Long Term Business (including Linked Long Term Business)Active2025-10-13
IA6852NG Siu Choy
吳少才
General & Long Term Business (including Linked Long Term Business)Active2021-10-21
IA7123Chan Wai Chung
陳慧中
General & Long Term Business (including Linked Long Term Business)Active2024-01-30
IA7243Yim Tsz Kwan
嚴子坤
General & Long Term Business (including Linked Long Term Business)Active2024-05-14
IA8321YEUNG Lai Ying
楊麗影
General & Long Term Business (including Linked Long Term Business)Active2022-11-18
IB1631Lau Hin Sui
劉軒瑞
Long Term Business (excluding Linked Long Term Business)Active2024-10-05
ID2916Chung Kin Man
鍾健民
General BusinessActive2023-07-28
ID4405LING Xiaojin
凌小津
General & Long Term Business (excluding Linked Long Term Business)Active2026-03-27
IF3799WONG Yin Chu
黃燕珠
General & Long Term Business (including Linked Long Term Business)Active2026-01-15
IF5894Chau Yee Ying
周依盈
General & Long Term Business (including Linked Long Term Business)Active2023-05-15
IF7098Lai Yu Man Cherry
賴宇雯
General & Long Term Business (including Linked Long Term Business)Active2024-09-09
IF7399PANG Sau Ngai
彭秀雅
General & Long Term Business (including Linked Long Term Business)Active2026-02-11
IG3175Lam Yin
林燕
General & Long Term Business (including Linked Long Term Business)Active2024-11-08
IG5490HOU Huixin
侯慧鑫
Long Term Business (excluding Linked Long Term Business)Active2025-10-27
IH2725Zhang Luyao
張璐瑶
General & Long Term Business (excluding Linked Long Term Business)Active2025-05-12
IH3340Chung Kam Ching
鍾錦清
Long Term Business (excluding Linked Long Term Business)Active2025-04-28
IH4966Wang Zhengguo
王正國
General & Long Term Business (excluding Linked Long Term Business)Active2024-12-16
IH5458ZHANG Yan
張琰
Long Term Business (excluding Linked Long Term Business)Active2026-01-16
IH5814SONG Jiarong
宋佳融
General & Long Term Business (including Linked Long Term Business)Active2025-10-14
IH8000TAM LAI YIN AMY
譚麗燕
General & Long Term Business (excluding Linked Long Term Business)Active2025-07-10
IH9434ZHANG Yonghua
張詠華
Long Term Business (including Linked Long Term Business)Active2025-08-18
IJ1486WU LINGZHI
吳凌志
General & Long Term Business (including Linked Long Term Business)Active2025-01-23
IJ3336XU Gang
徐鋼
General & Long Term Business (including Linked Long Term Business)Active2026-01-08
IJ3603WEI Yi
魏億
Long Term Business (excluding Linked Long Term Business)Active2026-05-26
IJ4708WONG Joe Hay Kenneth
黃祖禧
General & Long Term Business (excluding Linked Long Term Business)Active2021-11-08
IK2359LIANG Yu
梁煜
Long Term Business (excluding Linked Long Term Business)Active2026-06-03
IK4652TIAN Yu
田語
Long Term Business (excluding Linked Long Term Business)Active2026-04-15
IK8209So Kai Wai
蘇啟威
General & Long Term Business (including Linked Long Term Business)Active2025-02-10
IK8559Liang Qian
梁鉗
Long Term Business (excluding Linked Long Term Business)Active2024-05-06
IL7759HUA Ye
華燁
Long Term Business (excluding Linked Long Term Business)Active2026-01-07
IL7901LI Ho Kwan
李浩琨
General & Long Term Business (including Linked Long Term Business)Active2026-03-02
IM3811LAW Ho Tai
羅可泰
Long Term Business (including Linked Long Term Business)Active2025-08-07
IM4423Yeung Lai Har, Karry
楊麗霞
General BusinessActive2023-05-29
IM4783YANG Shutao
楊樹濤
Long Term Business (excluding Linked Long Term Business)Active2025-10-24
IO2683WONG Lai Him
黃禮謙
General & Long Term Business (including Linked Long Term Business)Active2024-12-17
IO2884ZHAO Minjie
趙敏杰
Long Term Business (excluding Linked Long Term Business)Active2025-10-28
JA1796KWAN Yuen Man
關宛文
Long Term Business (including Linked Long Term Business)Active2026-02-25
JA3354HUI Pui Kei
許佩琦
General & Long Term Business (including Linked Long Term Business)Active2024-06-03
JA7924WONG Suet Fong
黃雪芳
General & Long Term Business (excluding Linked Long Term Business)Active2025-08-01
JB1748HO Suet Fei
何雪霏
General & Long Term Business (excluding Linked Long Term Business)Active2022-04-11
JB5346WONG Kau Wan
黃久運
General & Long Term Business (including Linked Long Term Business)Active2026-03-31
JB7257Wong Hiu Yan
黃曉欣
General & Long Term Business (including Linked Long Term Business)Active2026-06-05
JB9210SU Caili
蘇采莉
Long Term Business (excluding Linked Long Term Business)Active2025-05-23
JC1764Chan Wing Ki
陳穎琪
Long Term Business (excluding Linked Long Term Business)Active2026-03-18
JC1894Chong Lai Ki Zadia
莊禮祺
General & Long Term Business (including Linked Long Term Business)Active2024-09-03
JC2299NG Sabrina Marcella Garcia
吳婷欣
Long Term Business (including Linked Long Term Business)Active2025-08-18
JC7260LIAN Shuting
練淑婷
General BusinessActive2026-06-03
JD2314LEUNG Oi Lam
梁靄琳
General & Long Term Business (excluding Linked Long Term Business)Active2024-06-05
JD3067LEE Kin Ho
李健豪
General & Long Term Business (including Linked Long Term Business)Active2025-09-22
JD6116SIU Wing Han
蕭泳嫻
General BusinessActive2021-09-30
JD9173Tong Lai Ping
湯麗萍
General & Long Term Business (including Linked Long Term Business)Active2026-04-06
JE3175TANG Chun Kit
鄧俊傑
General & Long Term Business (excluding Linked Long Term Business)Active2026-04-01
JE6036Lau Wing Chung
劉永中
Long Term Business (excluding Linked Long Term Business)Active2024-06-17
JE6512Chow Cheuk Ngai Matthew
周卓毅
General & Long Term Business (excluding Linked Long Term Business)Active2024-05-17
JE9060CHENG Mei Sze
鄭美詩
General & Long Term Business (excluding Linked Long Term Business)Active2025-06-23
JF2701Fu Bilang
符碧浪
Long Term Business (including Linked Long Term Business)Active2025-06-24
JF5779Wong Ching Tung Marcus
黃晴冬
General BusinessActive2023-06-30
JF6337Lam Sin Tung
林羨彤
Long Term Business (excluding Linked Long Term Business)Active2024-09-24
JF7362LAW Wing Fong
羅詠芳
Long Term Business (excluding Linked Long Term Business)Active2024-12-17
JG6965HUANG Shutong
黃舒桐
General & Long Term Business (including Linked Long Term Business)Active2025-12-30
JG7768CHAN HO TIK
陳浩狄
General BusinessActive2024-04-05
JH4489JI Ting
季挺
Long Term Business (excluding Linked Long Term Business)Active2026-06-10
JH6414Li Sze Wan
李詩韻
Long Term Business (excluding Linked Long Term Business)Active2024-09-11
JJ1278LU Xinjun
魯欣鈞
Long Term Business (excluding Linked Long Term Business)Active2025-11-03
JJ3197CHEN Xinghang
陳行行
Long Term Business (excluding Linked Long Term Business)Active2026-06-01
JJ3319ZHANG Qiuwang
張秋望
General & Long Term Business (excluding Linked Long Term Business)Active2026-04-24
JJ7860DAI Mingyue
代明玥
Long Term Business (excluding Linked Long Term Business)Active2025-10-31
JK3166QUAN Fei
權菲
Long Term Business (including Linked Long Term Business)Active2025-06-23
JK4129HU Jianyun
胡建云
Long Term Business (excluding Linked Long Term Business)Active2025-07-14
JK4217LI Chao
李超
Long Term Business (excluding Linked Long Term Business)Active2025-12-22
JK4560WANG Xinyu
王昕宇
Long Term Business (excluding Linked Long Term Business)Active2025-07-22
JK5682HONG Linjie
洪林洁
Long Term Business (excluding Linked Long Term Business)Active2025-08-11
JK6413WANG Qiong
王琼
Long Term Business (excluding Linked Long Term Business)Active2025-08-22
JK7733JIANG Shengnan
姜胜男
Long Term Business (excluding Linked Long Term Business)Active2025-09-15
JK9027YANG Bin
楊斌
Long Term Business (excluding Linked Long Term Business)Active2025-10-06
JK9103LIU Mu
劉牧
Long Term Business (excluding Linked Long Term Business)Active2025-10-08
JL1083ZHOU Ruoyi
周若怡
Long Term Business (excluding Linked Long Term Business)Active2025-10-27
JL2048ZHANG Qingkun
張慶坤
Long Term Business (excluding Linked Long Term Business)Active2025-11-12
JL2126SUN Ruiyang
孫睿阳
Long Term Business (excluding Linked Long Term Business)Active2025-11-13
JL2150GUO Li
郭莉
General & Long Term Business (excluding Linked Long Term Business)Active2026-01-01
JL2581CHEN Xi
陳曦
Long Term Business (excluding Linked Long Term Business)Active2025-11-20
JL2583GUO Lijun
郭立君
Long Term Business (excluding Linked Long Term Business)Active2025-11-20
JL2669LI Jiajun
李佳駿
Long Term Business (excluding Linked Long Term Business)Active2025-11-20
JL2860ZHANG Juhua
張菊華
Long Term Business (excluding Linked Long Term Business)Active2025-11-25
JL3211GUO Kun
郭昆
General & Long Term Business (excluding Linked Long Term Business)Active2026-01-22
JL3877XIAO Xiang
肖湘
Long Term Business (excluding Linked Long Term Business)Active2025-12-09
JL4584ZHAO Xinyu
趙信宇
Long Term Business (excluding Linked Long Term Business)Active2025-12-16
JL4851YAN Shaohui
顏少輝
Long Term Business (excluding Linked Long Term Business)Active2025-12-18
JL5147LIU Yitong
劉怡彤
Long Term Business (excluding Linked Long Term Business)Active2025-12-23
JL5579ZHAO Meihong
趙美宏
Long Term Business (excluding Linked Long Term Business)Active2026-01-02
JL5583LI Yingqi
李穎琦
Long Term Business (excluding Linked Long Term Business)Active2026-01-02
JL6646RAO Shihui
饒士暉
Long Term Business (excluding Linked Long Term Business)Active2026-01-19
JL8157LI Huihong
李輝鴻
Long Term Business (including Linked Long Term Business)Active2026-02-13
JL9068LIN Xiaojing
林晓靜
Long Term Business (excluding Linked Long Term Business)Active2026-03-06
JL9120CHEN Fangyi
陳方誼
Long Term Business (excluding Linked Long Term Business)Active2026-03-06
JM1022Peng Fen
彭芬
Long Term Business (excluding Linked Long Term Business)Active2026-03-24
JM2087WANG Mingfei
王鳴霏
Long Term Business (excluding Linked Long Term Business)Active2026-04-13
JM2297ZHAO Zhuoran
趙卓然
Long Term Business (excluding Linked Long Term Business)Active2026-04-16
JM2298QIANG Wei
强薇
Long Term Business (excluding Linked Long Term Business)Active2026-04-16
JM2655WANG Zijun
王紫君
Long Term Business (excluding Linked Long Term Business)Active2026-04-23
JM4103ZHANG Jing
張静
Long Term Business (excluding Linked Long Term Business)Active2026-05-19
JM4457SHI Yuzhou
施煜洲
Long Term Business (excluding Linked Long Term Business)Active2026-05-26
JM4724XU Weihang
許偉航
Long Term Business (excluding Linked Long Term Business)Active2026-05-28
JM5107CHA Yingying
查鶯鶯
General & Long Term Business (excluding Linked Long Term Business)Active2026-06-04
IA2593HO Oi Ling
何愛玲
General & Long Term Business (including Linked Long Term Business)Ended2021-11-172022-03-01
IA5233SIU YUEN CHAU
蕭婉秋
General & Long Term Business (including Linked Long Term Business)Ended2020-07-282022-09-27
IA6468Ng Wing Yi Winnie
伍詠儀
General & Long Term Business (including Linked Long Term Business)Ended2024-08-232025-12-12
IA6730LUK TSZ HEI
陸梓熙
General BusinessEnded2023-11-282026-04-01
IA7373Wong Hon Yin, Samuel
王漢賢
Long Term Business (including Linked Long Term Business)Ended2023-08-142026-02-05
IA8713Cheng Chun Kwok Eric
鄭振國
General & Long Term Business (including Linked Long Term Business)Ended2024-01-302025-11-22
IB6013Yip Kit Yu
葉潔瑜
General & Long Term Business (including Linked Long Term Business)Ended2024-10-182025-05-23
IB6131LUI HOI YAN JACLYN
呂凱恩
General & Long Term Business (including Linked Long Term Business)Ended2025-02-142025-02-28
ID4295CHENG CHI HO
鄭智豪
Long Term Business (excluding Linked Long Term Business)Ended2023-09-062024-07-30
ID5184Wong Chun Wing Alex
黃俊頴
General & Long Term Business (excluding Linked Long Term Business)Ended2020-05-252022-07-27
IE1747Lam Kit Ling
林結玲
General & Long Term Business (excluding Linked Long Term Business)Ended2023-07-182023-11-09
IE6099NG YUEN KWAN
吳婉君
Long Term Business (excluding Linked Long Term Business)Ended2022-12-082023-09-01
IE7464CHUNG YUEN LING FORNA
鍾婉玲
Long Term Business (including Linked Long Term Business)Ended2024-12-102026-03-20
IF2191Choy Shing Yau Jeffrey
蔡承佑
General & Long Term Business (including Linked Long Term Business)Ended2021-05-112023-11-27
IF5355Hung Ming Chun
洪銘珍
Long Term Business (including Linked Long Term Business)Ended2023-11-032024-11-27
IF6240MACK HEI LING ASTLEY
麥熙玲
General & Long Term Business (including Linked Long Term Business)Ended2025-02-102026-03-05
IF7368Chan Yee Man Yvonne
陳依文`
General & Long Term Business (including Linked Long Term Business)Ended2023-03-022023-05-12
IF8794Wai Ho Kit
衞浩傑
General & Long Term Business (excluding Linked Long Term Business)Ended2023-10-312025-01-27
IF9158Chan Chung Ho
陳重豪
General & Long Term Business (excluding Linked Long Term Business)Ended2024-11-122026-03-05
IH5503SHUM Tsz Shun
岑子信
Long Term Business (including Linked Long Term Business)Ended2022-11-152023-06-13
IJ6153Loi Wei Yee
雷慧怡
Long Term Business (excluding Linked Long Term Business)Ended2022-09-142025-05-02
IJ9279Chu Kin Fung
朱健鋒
General & Long Term Business (including Linked Long Term Business)Ended2023-10-242024-05-20
IK3071TSANG Chiu Ming
曾釗銘
General & Long Term Business (including Linked Long Term Business)Ended2022-05-102023-05-04
IK5627KUNG WING CHEUNG SIMON
龔永祥
Long Term Business (including Linked Long Term Business)Ended2024-03-132025-06-26
IL1436WU Lai Chun
吳黎珍
General & Long Term Business (excluding Linked Long Term Business)Ended2021-08-042025-07-12
IL7387CHAU KWAI HAN HANDY
周桂嫻
Long Term Business (including Linked Long Term Business)Ended2025-02-202025-07-31
IL8652LAM Chun Sang
林俊生
General & Long Term Business (including Linked Long Term Business)Ended2023-08-242023-10-11
IM1110WU KA LUN
胡嘉倫
General & Long Term Business (excluding Linked Long Term Business)Ended2024-03-272024-04-19
IN7982Li Yuen Ling
李婉玲
General & Long Term Business (including Linked Long Term Business)Ended2024-04-242025-01-20
IN8231HUNG KAI MAN
洪嘉曼
Long Term Business (excluding Linked Long Term Business)Ended2026-01-282026-04-13
IO3299LEE On Ying
李銨溋
General & Long Term Business (excluding Linked Long Term Business)Ended2022-06-102022-08-15
IO3783WONG Yat Sum
黃溢森
General & Long Term Business (excluding Linked Long Term Business)Ended2023-10-112026-02-02
JA3443TSE Yan Yin
謝欣然
Long Term Business (excluding Linked Long Term Business)Ended2023-01-092026-02-06
JA4011LEE Wai Kit
李偉傑
General & Long Term Business (including Linked Long Term Business)Ended2022-06-242025-04-07
JA4814LUK Ho
陸浩
Long Term Business (excluding Linked Long Term Business)Ended2022-08-022022-11-29
JA4961Li Shou Ming
李寿明
Long Term Business (including Linked Long Term Business)Ended2024-12-062025-07-29
JA5964CHAN YUNG KIN
陳勇堅
General & Long Term Business (excluding Linked Long Term Business)Ended2024-04-042024-12-25
JA6916Lee Pui Kei
李培基
Long Term Business (excluding Linked Long Term Business)Ended2023-09-062024-04-20
JB1508WAN TSZ KIT
溫子傑
Long Term Business (excluding Linked Long Term Business)Ended2024-04-292024-06-01
JB2210Lo Kwan Lok
盧鈞樂
General & Long Term Business (including Linked Long Term Business)Ended2022-08-232025-02-28
JB2374Lam Ching Man Crystal
林靜雯
General BusinessEnded2023-06-162025-04-06
JB4501LAM Yun Na
林潤娜
General BusinessEnded2020-06-232022-04-01
JB4701CHAN PUI MAN
陳佩雯
General BusinessEnded2020-06-292022-07-20
JB5985Kwok Ka Yee
郭家儀
General & Long Term Business (excluding Linked Long Term Business)Ended2023-09-062024-05-27
JB7550YIP Rossi
葉凜希
Long Term Business (excluding Linked Long Term Business)Ended2022-05-052022-07-27
JB7700XIE Huiting
解慧婷
General & Long Term Business (including Linked Long Term Business)Ended2020-08-262021-06-01
JB8276Siu Johnny Seco
蕭敏傑
Long Term Business (excluding Linked Long Term Business)Ended2023-07-312024-02-23
JB8875CHAN Tsz King
陳子敬
General BusinessEnded2020-09-222021-11-22
JC1298LAU Tsz King
劉子敬
Long Term Business (including Linked Long Term Business)Ended2021-09-232022-07-20
JC1456To Sai Yi
陶世兒
Long Term Business (including Linked Long Term Business)Ended2025-02-242025-04-11
JC5410FUNG TSZ HONG
馮梓筐
General & Long Term Business (excluding Linked Long Term Business)Ended2022-10-172023-08-12
JC5470Yu Hok Chun
余學俊
Long Term Business (excluding Linked Long Term Business)Ended2024-10-222025-06-27
JD4362Chung Ying Pui
鍾英培
Long Term Business (excluding Linked Long Term Business)Ended2023-06-272024-05-07
JD4687Leung Kin Pok
梁健博
Long Term Business (excluding Linked Long Term Business)Ended2023-10-192024-02-02
JD6617TSANG Wing Sum
曾穎心
Long Term Business (excluding Linked Long Term Business)Ended2021-10-202022-07-21
JD7656LEE Yin Chun
李彥俊
General BusinessEnded2021-11-162023-07-03
JE2230TONG Yiu Cho
湯耀祖
General & Long Term Business (including Linked Long Term Business)Ended2022-06-282022-07-20
JE2356HUNG WAI SHAN
洪慧姍
Long Term Business (excluding Linked Long Term Business)Ended2022-04-042023-07-10
JE5215Fung Chi Lam Abby
馮籽霖
General BusinessEnded2022-07-292022-10-01
JE6212Tang Chuk Shan
鄧祝珊
General & Long Term Business (excluding Linked Long Term Business)Ended2022-08-302022-10-21
JE6691AU YEUNG SIN
歐陽倩
Long Term Business (excluding Linked Long Term Business)Ended2023-06-292024-05-14
JE8157Lai Kam Mei
黎錦美
General BusinessEnded2022-10-312022-11-02
JE8986Cheung Yuen Kwan
張婉君
General & Long Term Business (including Linked Long Term Business)Ended2024-09-272025-06-26
JE9226LUI Mei Yee
呂美儀
General & Long Term Business (including Linked Long Term Business)Ended2025-05-222026-04-22
JF3034CHEUNG Nok Yin
張諾妍
Long Term Business (excluding Linked Long Term Business)Ended2023-07-132024-03-04
JF5357Mok Shun Cheung
莫舜祥
Long Term Business (excluding Linked Long Term Business)Ended2023-06-202024-07-05
JF5571NG CHI KIN
吳志堅
Long Term Business (excluding Linked Long Term Business)Ended2023-06-272023-08-29
JF6330Lau Ngo Hei
劉傲曦
Long Term Business (excluding Linked Long Term Business)Ended2023-07-182024-02-01
JF6624YANG YI
楊怡
Long Term Business (excluding Linked Long Term Business)Ended2023-07-272024-04-03
JF6911Ng Tsz Lok
吳子樂
Long Term Business (excluding Linked Long Term Business)Ended2023-07-312024-02-01
JF6972NG PUI LAM
吳沛霖
Long Term Business (excluding Linked Long Term Business)Ended2023-08-012024-03-07
JF7139Chan Man Ho
陳敏浩
Long Term Business (excluding Linked Long Term Business)Ended2023-08-042024-02-20
JF7260Fung Cho Yu
馮楚瑜
General BusinessEnded2023-08-092023-09-23
JF7982Lam Ka Hang
林嘉恒
Long Term Business (excluding Linked Long Term Business)Ended2023-08-242024-07-08
JF7984Li Chak Kei
李澤頎
Long Term Business (excluding Linked Long Term Business)Ended2023-08-242024-07-05
JG1547Keung Shing Ming
姜城銘
Long Term Business (excluding Linked Long Term Business)Ended2023-11-012026-02-02
JG6127Ko Wai Chun
高偉晉
Long Term Business (excluding Linked Long Term Business)Ended2024-11-132024-11-25
JG9186Li Jiarui
李家瑞
Long Term Business (excluding Linked Long Term Business)Ended2024-05-082024-06-03
JH1395CHUNG Tsz Fung Nicky
鍾梓烽
General & Long Term Business (including Linked Long Term Business)Ended2025-08-272026-05-16
JH7278LO CHI SAN SUNNY
盧志燊
Long Term Business (excluding Linked Long Term Business)Ended2024-09-262025-09-08
JJ2984ZHAO Hechen
趙賀辰
Long Term Business (excluding Linked Long Term Business)Ended2025-06-232026-03-17
JK2213YANG YUNFAN
楊云帆
Long Term Business (including Linked Long Term Business)Ended2025-08-182026-04-16
JM2797ZHOU Yi
周毅
Long Term Business (including Linked Long Term Business)Ended2026-04-242026-06-10

Responsible officers 1

Tsui King Yan 徐敬恩