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With close to twenty years experience in the offshore financial services industry, I am a Director/Partner for Infinity Financial Solutions and a fully qualified financial advisor.
I began my career in financial services in Asia and have enjoyed the experience immensely with postings in Malaysia, Singapore, Hong Kong and mainland China.
Coming originally from a hotel management background, I greatly enjoy the constant interaction and many friendships that have been forged over the years by providing a genuinely personal service. I also keep a close eye on technology and have been keenly involved in ways of embracing this to improve my clients’ experience. Fortunately the future of financial services has already arrived, as with our use of advanced customer relationship management systems and communication tools such as Skype, we can remain fully aware of our clients’ changing circumstances through constant reviews and maintain the highest levels of personal service regardless of location, both now and in the future.
In a nutshell, my objective is to get my clients into a position where they can wake up one morning, say “I don’t want to do this anymore”, and be financially secure enough to act on it.
Based in China
+86 21 6247 5755
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