Our Spokesperson

Launched in 2012, 9 qualified and professional financial consultants had been selected as the representatives of Convoy.

 

Promoting the idea of financial planning

They are responsible for educating the public about the appropriate ways of investment throught media exposure.

Mr. Zuriel Fu

Director of Convoy Financial Services Limited

Mr. Zuriel Fu is the Director of Convoy Financial Services Limited, responsible for managing and leading a team of over a hundred consultants to build a strong relationship with customers and promote the company's business.

After graduating from the Department of Finance at Hong Kong University of Science and Technology in 1999, Mr. Fu began work in the financial business and has accumulated more than 17 years of experience in financial services.

Due to his excellent performance, he won the SIRFP Executive Financial Professional Award in 2007 and "Best Financial Planning Proposal Award" presented by the Hong Kong Institute of Bankers in 2013. Mr. Fu is a holder of the Hong Kong Securities and Futures Commission's Type 1 license, a licensed MPF intermediary, a holder of the Professional Insurance Brokers Association license, a Certified Financial Planner and a Certified Financial Planner (China).

In 2008/09, Mr. Fu participated in the Professional Mentorship Programme held by the Department of Business Administration of IVE, providing guidance for students and helping them to explore and develop their academic and career potential through a series of activities and gatherings.


Mr. Franky Cheuk

Director of Convoy Financial Services Limited

Mr. Franky Cheuk is the Director of Convoy Financial Services Limited. Mr. Cheuk joined Convoy Financial Services Limited right after graduated from the Chinese University of Hong Kong in 2005 with a degree of Economics, and currently he is responsible for financial planning and team training; he is now managing a team of over 80 people. With sophisticated experiences and professional financial planning skills, Mr. Cheuk awarded as the Second Round Winner of SCMP/Institute of Financial Planners of Hong Kong (IFPHK) Financial Planners Award 2015. Mr. Cheuk is a holder of the Hong Kong Securities and Futures Commission's Type 1 license, a licensed MPF intermediary and a holder of the Professional Insurance Brokers Association license.

Apart from offering comprehensive financial planning and investment advices to his clients, Mr. Cheuk has also prepared himself a tailor-made financial arrangement. Being a post 80s generation, Franky has already realized the youngsters' 3 big dreams – marriage, owning a property and having children. He believes one can pursue his goals in different stages of life when he is equipped with financial planning knowledge and hence promoting "Life is an investment" is his mission statement


Ms. Eva Leung

Associate Director of Convoy Financial Services Limited

Ms. Leung is the Associate Director of Convoy Financial Services Limited. She graduated from the Urban Planning Master's Degree Programme at the University of Auckland, New Zealand. After returning to Hong Kong, she served as financial advisor at Convoy Financial Services Limited, and was promoted to associate director in early 2011. She is a Chartered Wealth Manager and has the Financial Advisers' International Qualification (FAIQ). Her customers include senior management of multinational firms, as well as bosses of SMEs and state enterprises. Eva is a professional on wealth management, investment advice and family planning. She is a holder of the Hong Kong Securities and Futures Commission's Type 1 license, a registered MPF individual intermediary, member of the Professional Insurance Brokers Association.

Ms. Leung won the First Round Winner of the IFPHK/South China Morning Post Financial Planner Award in 2008 and the "Certificate of Merit" of the Hong Kong Financial Planner of the Year. Ms. Leung actively participates in charitable activities, and is the mentor of the Child Development Fund Mentor Programme.


Ms. Christine Ng

Associate Director of Convoy Financial Services Limited

Ms. Christine Ng is the Associate Director of Convoy Financial Services Limited, responsible for team management and financial planning. Graduating from the Bachelor of Business Administration at the Hong Kong University of Science and Technology in 2004, Ms. Ng has worked in the financial sector and accumulated more than 10 years of experience on financial field. Ms. Ng is a holder of the Hong Kong Securities and Futures Commission's Type 1 license, a registered MPF individual intermediary, member of the Professional Insurance Brokers Association, and a Certified Financial Planner (CFPCM).

With her professionalism in financial planning, she has the honor of being appointed as "My Favorite Financial Planner of Year 2011" at the IFPHK/South China Morning Post Financial Planner Awards in 2011. Ms. Ng is also the ambassador of the Institute of Financial Planners of Hong Kong, responsible for promoting the ongoing development of the financial planning industry in Hong Kong.

Ms. Ng's motto is 'PR': always serves clients with professional knowledge (P) and in a mutual respect way (R).


Ms. Morise Leung

Associate Director of Convoy Financial Services Limited

Ms. Morise Leung is the Associate Director of Convoy Financial Services Limited. She joined Convoy in 2007 and is a holder of the Hong Kong Securities and Futures Commission's Type 1 license, a registered MPF individual intermediary, member of the Professional Insurance Brokers Association. She is also a Certified Financial Planner (CFPCM) and a holder of the Financial Advisers' International Qualification (FAIQ).

Ms. Leung was the Second Round Winner in the IFPHK/South China Morning Post Financial Planner Award 2011. In the Certified Financial Planner public examinations 2011 and 2012, she was the Top Scorer of the papers of Investment Planning and Insurance & Retirement Planning respectively.

Outside of work, Miss Leung is a travel aficionado. She has backpacked to places including Tibet, Italy, Holland, Spain, South Africa and Taiwan. Being a sports enthusiast, she has represents the Taipo Women's Team in Hong Kong Football Association's local league games for years.


Mr. Daric Wu

Associate Director of Convoy Financial Services Limited

Mr. Daric Wu is the Associate Director of Convoy Financial Services Limited, responsible for team management and financial planning. Mr. Wu graduated from the Bachelor of Construction Economics & Management at the Hong Kong Polytechnic University in 2005 and joined Convoy Financial Services Limited in 2007. He was promoted to chief financial advisor in 2008 and the Associate Director in early 2012. Mr. Wu is a holder of the Hong Kong Securities and Futures Commission's Type 1 license, a registered MPF individual intermediary, member of the Professional Insurance Brokers Association. He is also a holder of the Financial Advisers' International Qualification (FAIQ).

Being a post 80s generation, Mr. Wu already arranged a comprehensive financial planning for his daughter and son, while making a life-long financial planning for the clients is his working ambition. "Putting yourself in other's shoes, and standing on the client's point of views to realize their financial needs on different stages" is the working attitude of Mr. Wu for maintaining long term relationship with his clients.


Ms. Rachel Wong

Associate Director of Convoy Financial Services Limited

Ms. Rachel Wong is the Associate Director of Convoy Financial Services Limited. She joined Convoy in 2006 and is a holder of the Hong Kong Securities and Futures Commission's Type 1 license, a registered MPF individual intermediary, member of the Professional Insurance Brokers Association. She is also a Certified Financial Planner (CFPCM) and a holder of the Financial Advisers' International Qualification (FAIQ). Ms. Wong was the Industry Winner of Independent Financial Advisory Sector in SCMP/Institute of Financial Planners of Hong Kong (IFPHK) Financial Planner Awards 2015.


Ms. Agnes Lo

Assistant Associate Director of Convoy Financial Services Limited

Ms. Agnes Lo is the Assistant Associate Director of Convoy Financial Services Limited. Ms. Agnes Lo won the highest accolade at the Industry Winner of the IFPHK/South China Morning Post Financial Planner Awards in 2010 and was Convoy's first female award-winning advisor. Her asset management and financial planning skills were highly recognized. Ms. Lo holds a number of international professional qualifications including AFPTM, a holder of the Hong Kong Securities and Futures Commission's Type 1 license, a registered MPF individual intermediary, member of the Professional Insurance Brokers Association.

With her excellent professional standards, Ms. Lo is deeply trusted by clients which include actuaries, civil servants, international business managers and SME owners.

She never stops studying. She likes to study global economy and culture and she has travelled extensively around Australia, Europe, mainland China, Laos, Cambodia and Thailand. She also loves outdoor sports and is a professional diving instructor.


Mr. Perseus Lam

Assistant Associate Director of Convoy Financial Services Limited

Mr. Perseus Lam is the Assistant Associate Director of Convoy Financial Services Limited. Mr. Lam graduated from the Department of Engineering at the University of Hong Kong in 2000 and joined Convoy Financial Services Limited in 2005.

Mr. Lam holds a number of international professional qualifications including the Certified Financial Planner, the Certified Financial Planner (China) and the Financial Risk Manager. He has many years of extensive wealth management and financial planning experience. He was the champion of the Independent Financial Advisor Sector and the overall champion of the Industry Winner of the IFPHK/South China Morning Post Financial Planner Award in 2009. He also won the Silver Award of HKIB Outstanding Financial Management Planner Awards by the Hong Kong Institute of Bankers in 2009. In the public examinations of the Certified Financial Planner in 2008, he was the top scorer of the three examinations of Insurance and Retirement Planning, Tax and Estate Planning and Overall Financial Planning.

Mr. Lam is also the ambassador of the Institute of Financial Planners of Hong Kong.