Our Spokespersons

Launched in 2012, 6 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. 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.


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.