William has been advising clients in Asia on their insurance and wealth planning for over 20 years and specializes in insurance.
His clients are individuals and businesses looking for wealth planning and advice, including how to structure and map their insurance coverage and legacy planning.
Throughout his career William has provided insurance advice and financial planning to clients in Hong Kong and China. His strength is understanding his clients’ needs and using his vast insurance network to find the wealth solutions to fit his client.
Prior to joining the team at Oreana, William has provided financial advice and advised clients on their financial needs and ran his own business. He also supervised large wealth advisory teams at well-known firms in Hong Kong, including Sun Hung Kai Financial and AXA Wealth Management.
William graduated from University of Alberta in Canada with major in Finance. He has been living in Hong Kong for the last 30 years.
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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).