
Polly
Chan
Polly has been with the company since its beginnings in 2002 and was instrumental in developing the client servicing and administration functions to what it is today.
These vital functions ensure we can offer the highest level of client service with care and integrity. Polly leads the client services team to ensure the client experience is as stress free and seamless as possible.
Polly also helps to cultivate strong working relationship with our various service teams along with external service providers in both Hong Kong and Australia to ensure overall client satisfaction.
Prior to joining Oreana Private Wealth, Polly was a reporter-researcher for a business magazine.
Technical Representative (Broker) License No.: IB1090
MPF Intermediary Reg. No.: 132448
SFC CE No.: BKC521
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A Licensed Financial Firm
In Hong Kong we are licensed by the Securities and Futures Commission (license no. AHX191), the Insurance Authority (license no. FB1443) and the Mandatory Provident Fund Authority (license no. IC000563).
In Australia we are licensed by the Australian Securities and Investments Commission (AFSL No: 482234, ABN 91 607 515 122).