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

Insurance Intermediary Data Radar

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

22155044

Fax

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

Distinct individuals appointed by this firm who were active each year (2021–2026), from captured appointments.

Appointed by principal(s) 2

Principal	Appointing principal	Line of business	Status	Appointed	Ceased
—	—	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) 5 · 2 active

Licence	Name	Line of business	Status	Appointed	Ceased
IA5505	Hwang Hei Yu Stephanie 黃熹榆	General & Long Term Business (including Linked Long Term Business)	Active	2024-11-20	—
JM3816	Kwok Yu Hin 郭宇軒	Long Term Business (excluding Linked Long Term Business)	Active	2026-05-14	—
IF4082	LAI FOON YEE 黎寬怡	Long Term Business (excluding Linked Long Term Business)	Ended	2023-08-28	2024-02-29
IJ3327	LIU SHIMENG 劉詩萌	Long Term Business (including Linked Long Term Business)	Ended	2024-10-22	2025-10-31
JD5715	NG HIU TIN 伍曉鈿	Long Term Business (excluding Linked Long Term Business)	Ended	2021-09-20	2023-08-01

Responsible officers 1

Hwang Hei Yu Stephanie 黃熹榆