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Synergy Wealth Management Ltd.

先致財富管理有限公司
FB1642Licence activeInsurance broker companyGeneral + Long Term (incl. investment-linked)
Licence no
FB1642
Type
Insurance broker company
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2021-07-08
Valid to
2027-07-07

Contact & address

Fax
2529 1928
Address (EN)
Suite 3905, Tower 6, The Gateway, Harbour City, Tsim Sha Tsui, Hong Kong
Address (中)
Suite 3905, Tower 6, The Gateway, Harbour City, Tsim Sha Tsui, 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: 12021: 52022: 52023: 52024: 72025: 252026: 2915557252920212223242526

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)Ended2021-07-08

Appointed individuals (technical representatives) 38 · 27 active

LicenceNameLine of businessStatusAppointedCeased
IA1613Lau Ming Wai
劉明慧
General & Long Term Business (including Linked Long Term Business)Active2026-06-03
IA5008Wong Nga Ting
黃雅婷
General & Long Term Business (including Linked Long Term Business)Active2025-06-09
IA6923Chan Ka Wai
陳嘉慧
General & Long Term Business (including Linked Long Term Business)Active2025-02-06
IA7370Shum Ka Hang Lawrence
沈家恒
Long Term Business (including Linked Long Term Business)Active2021-03-29
IE3343CHIU MAN LEUNG
趙文亮
General & Long Term Business (including Linked Long Term Business)Active2025-06-24
IF7695TANG CHUN LING
鄧春玲
General & Long Term Business (excluding Linked Long Term Business)Active2025-04-28
IH7787ZHOU XING
周杏
Long Term Business (excluding Linked Long Term Business)Active2026-05-06
IJ4201Li Jiaxin
李嘉新
Long Term Business (excluding Linked Long Term Business)Active2025-12-11
JA2459TSE WING LEUNG
謝永亮
Long Term Business (excluding Linked Long Term Business)Active2025-08-06
JA4241Bai Tianyu
白天宇
Long Term Business (excluding Linked Long Term Business)Active2025-03-04
JA7221Wong Yat Hin
黃泆軒
General & Long Term Business (including Linked Long Term Business)Active2025-04-07
JB7759HSIEH YA YI
謝雅怡
Long Term Business (excluding Linked Long Term Business)Active2025-08-14
JE3885CHAN Kai Cheong
陳佳昌
General & Long Term Business (including Linked Long Term Business)Active2024-02-13
JJ7830Hua Qiushi
華秋石
General & Long Term Business (including Linked Long Term Business)Active2025-04-29
JK2535Chung Chi Him
鍾智謙
Long Term Business (including Linked Long Term Business)Active2025-06-13
JK2624Tsang Sik
曾惜
Long Term Business (excluding Linked Long Term Business)Active2025-06-16
JL3089CHAN KAI CHUNG
陳啟聰
Long Term Business (including Linked Long Term Business)Active2025-11-27
JL3184DUAN LONGZHI
段龍志
Long Term Business (excluding Linked Long Term Business)Active2025-11-27
JL4029Zheng Zhaocong
鄭兆聰
Long Term Business (excluding Linked Long Term Business)Active2025-12-10
JL4803LI GUILI
李桂麗
General & Long Term Business (excluding Linked Long Term Business)Active2025-12-18
JL5430ZHOU Zhiyong
周志勇
Long Term Business (excluding Linked Long Term Business)Active2025-12-30
JL7884HE QIONG
何琼
Long Term Business (excluding Linked Long Term Business)Active2026-02-10
JL7940Feng Yanjun
馮艷君
Long Term Business (excluding Linked Long Term Business)Active2026-02-11
JM2639ZHANG Qianning
章倩宁
Long Term Business (including Linked Long Term Business)Active2026-04-22
JM3796Tao Fangzheng
陶方正
Long Term Business (excluding Linked Long Term Business)Active2026-05-14
JM4705HE JING
何靜
Long Term Business (excluding Linked Long Term Business)Active2026-05-28
JM5522Cao Hewei
曹禾維
Long Term Business (excluding Linked Long Term Business)Active2026-06-11
IA4945POON Man Wa
潘敏華
General & Long Term Business (including Linked Long Term Business)Ended2024-11-202025-06-30
IA6798Au Chung Hang Wendy
區頌恒
General & Long Term Business (including Linked Long Term Business)Ended2021-03-032023-03-20
IA7536NG NGA YAN
吳雅欣
General & Long Term Business (including Linked Long Term Business)Ended2021-03-112024-11-20
IA8159CHIN MAN YAN
錢蔓茵
General & Long Term Business (including Linked Long Term Business)Ended2020-10-102024-11-07
IA8396Chan Loi Yau
陳來友
General & Long Term Business (excluding Linked Long Term Business)Ended2021-03-222023-08-08
IM5993LIN MINGYU
林銘榆
Long Term Business (excluding Linked Long Term Business)Ended2024-10-172025-06-03
JF4144Zhang Ruihan
張芮菡
Long Term Business (excluding Linked Long Term Business)Ended2025-08-042026-05-15
JH4362WONG SHUI YAN
黄瑞恩
Long Term Business (excluding Linked Long Term Business)Ended2024-08-052024-10-22
JH6794Liu Xiaonan
劉晓楠
Long Term Business (excluding Linked Long Term Business)Ended2025-01-302025-04-10
JJ3980ZHANG RUIYING
張睿盈
Long Term Business (excluding Linked Long Term Business)Ended2025-01-072025-06-03
JL2678Lyu Wenbo
呂文博
Long Term Business (excluding Linked Long Term Business)Ended2025-11-212026-04-22

Responsible officers 1

Chan Ka Wai 陳嘉慧