About Jason

Jason is one of Hong Kong’s leading and striving financial advisers. He is a member of the Hong Kong Confederation of Insurance Brokers and is a foremost expert in areas such as QROPS, SIPP, QNUPS, lump sum portfolio management, savings plans and life Insurance.

Jason takes a holistic approach towards wealth management ensuring protection and succession planning are in place before managing savings and investments. His customer centric approach allows him to engage with a diverse range of clients including company directors, lawyers as well as families wishing to save for and protect their future.

Jason has flourished in the financial Industry as a well respected professional, who always believes in delivering the very best to all his clients. He is an experienced financial adviser which is evident in his years of experience and also from the reciprocation of his client base, not only in Hong Kong but globally.

Qualifications

• Registered Technical Representative, Hong Kong Confederation of Insurance Brokers (HK)