Mr. Zuriel Fu is the Deputy Director of Convoy Financial Services Limited, responsible for managing and leading a team of more than fifty 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 12 years of experience in financial services. 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). 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.

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. Edwin Cheung is the Associate Director of Convoy Financial Services Limited, responsible for team management and financial planning. Mr. Cheung joined Convoy in 2005 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, a Certified Financial Planner and a Chartered Wealth Manager. He was awarded with the Silver Award for the HKIB Outstanding Financial Planner Award in 2007 by the Hong Kong Institute of Bankers. In 2012, he won the Advisor of the Year Awards by Benchmark.

Mr. Cheung received a scholarship at the University of Technology, Sydney and graduated with a Bachelor of Commerce degree. He is now the director of the Canadian Chamber of Commerce in Hong Kong and a member of the Executive Committee. He is actively involved in charitable activities and serves as the chairman of Affinity Services (a registered charitable organization). Mr. Cheung is passionate about music. His band has given performances in Singapore and Taiwan and performed on the same stage with well-known Hong Kong singer Eason Chan.

Ms. Leung is the Associate Director of Convoy Financial Services Limited. She graduated from the Urban Planning Master's Degree Programme at the University of Auckland, New Zealand. After returning to Hong Kong in 2006, she served as financial advisor at Convoy Financial Services Limited, and was promoted to associate director in early 2011, managing a team of more than ten people. She is a Chartered Wealth Manager and has the Financial Advisers' International Qualification (FAIQ). Her customers include people from various backgrounds. Her focus is on young female customers and family education financial planning.

Ms. Leung won the First Round Winner of the IFPHK/South China Morning Post Financial Planner Award in 2008 and the "Certificate of Merit" of the Hong Kong Financial Planner of the Year. Ms. Leung actively participates in charitable activities, and is the mentor of the Child Development Fund Mentor Programme.

After graduating from the Hong Kong Baptist University in 2006, Mr. Nick Ng joined Convoy Financial Services Limited as a financial advisor. He was promoted to chief financial advisor in 2008 and the Associate Director of Convoy Financial Services Limited in 2011 responsible for building and training the company's advisor team. Mr. Ng won the Second Round Winner of the Independent Financial Sector in the IFPHK/South China Morning Post Financial Planner Award in 2011. He is also a holder of a Associate Financial PlannerTM.

In addition to his work, Mr. Ng is also passionate about outdoor sports. For several years he has participated in the Oxfam Trailwalker, the Green Power Hike and a number of other contests on behalf of the company, and was the champion of the 19th Green Power Hike. Mr. Ng's motto is 'Love your goals, act with passion' which is also the impression he leaves on other people.

Mr. Enoch Lo is the Assistant Associate Director of Convoy Financial Services Limited, providing customers with comprehensive financial planning and investment management services. His clients include lawyers, bankers, architects, accountants, teachers, civil servants, social workers and other professionals.

Mr. Lo graduated with first-class honours from the Chinese University of Hong Kong. He is a Certified Financial Analyst and a Certified Financial Planner. Before joining Convoy, Mr. Lo held different positions in multinational financial companies and insurance groups, responsible for providing banking, insurance and other financial services to clients.

Mr. Lo was the overall champion of the first IFPHK/South China Morning Post Financial Planner Award in 2005. In this contest, Mr. Lo stood out from over a hundred participants from the insurance, banking and independent financial industries and it was unanimously agreed that his financial advice best met customer requirements. This case was also included in the book published by the Institute of Financial Planners of Hong Kong.

Ms. Agnes Lo is the Assistant Associate Director of Convoy Financial Services Limited. Ms. Agnes Lo won the highest accolade at the Industry Winner of the IFPHK/South China Morning Post Financial Planner Awards in 2010 and was Convoy's first female award-winning advisor. Her asset management and financial planning skills were highly recognized. Ms. Lo 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.

With her excellent professional standards, Ms. Lo is deeply trusted by clients which include actuaries, civil servants, international business managers and SME owners.

She never stops studying. She likes to study global economy and culture and she has travelled extensively around Australia, Europe, mainland China, Laos, Cambodia and Thailand. She also loves outdoor sports and is a professional diving instructor.

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.

Ms. Christine Ng is the Associate Director of Convoy Financial Services Limited, responsible for team management and financial planning. Graduating from the Bachelor of Business Administration at the Hong Kong University of Science and Technology in 2004, Ms. Ng has worked in the financial sector and accumulated more than 8 years of experience on financial field. Ms. Ng 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, and a Certified Financial Planner (CFP CM) .

With her professionalism in financial planning, she has the honor of being appointed as "My Favorite Financial Planner of Year 2011" at the IFPHK/South China Morning Post Financial Planner Awards in 2011. Ms. Ng is also the ambassador of the Institute of Financial Planners of Hong Kong, responsible for promoting the ongoing development of the financial planning industry in Hong Kong.

Ms. Ng's motto is 'PR': always serves clients with professional knowledge (P) and in a mutual respect way (R).

Mr. Franky Cheuk is the Associate Director of Convoy Financial Services Limited, responsible for financial planning and team training; he is now managing a team of over 20 people. Mr. Cheuk joined Convoy Financial Services Limited right after graduated from the Chinese University of Hong Kong in 2005 with a degree of Economics. Being promoted to Associate Director within 4 years, he is one of the youngest Associate Directors of the company. 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, own 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 is the Assistant 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 (CFP CM) 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.