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Excellent Wealth Management Limited

優秀財富管理有限公司
FB1697Licence activeInsurance broker companyGeneral + Long Term (incl. investment-linked)
Licence no
FB1697
Type
Insurance broker company
Status
Licence active
Line of business
General + Long Term (incl. investment-linked)
Valid from
2021-10-27
Valid to
2027-10-26

Contact & address

Tel
22155026
Fax
-
Email
admin@excellentwm.com
Website
Deleted
Address (EN)
23/F Tower 1 Times Square, 1 Matheson Street, Causeway Bay, Hong Kong
Address (中)
23/F Tower 1 Times Square, 1 Matheson Street, Causeway Bay, Hong Kong

Location

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

Representatives over time 2

0352021: 32022: 32023: 42024: 52025: 22026: 2202120222023202420252026

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)Ended—2021-10-27

Appointed individuals (technical representatives) 7

LicenceNameLine of businessStatusAppointedCeased
IA5505Hwang Hei Yu Stephanie
黃熹榆		General & Long Term Business (including Linked Long Term Business)Active2024-11-20—
JM3816Kwok Yu Hin
郭宇軒		Long Term Business (excluding Linked Long Term Business)Active2026-05-14—
IA9189Chong Sheung Lam
莊尚霖		General & Long Term Business (including Linked Long Term Business)Ended2021-09-302024-11-28
IF4082LAI FOON YEE
黎寬怡		Long Term Business (excluding Linked Long Term Business)Ended2023-08-282024-02-29
IJ3327LIU SHIMENG
劉詩萌		Long Term Business (including Linked Long Term Business)Ended2024-10-222025-10-31
IK1092CHAN Wai Dik
陳偉廸		Long Term Business (excluding Linked Long Term Business)Ended2021-09-282024-02-29
JD5715NG HIU TIN
伍曉鈿		Long Term Business (excluding Linked Long Term Business)Ended2021-09-202023-08-01
Showing 7 of 7

Responsible officers 1

Hwang Hei Yu Stephanie 黃熹榆