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How does our members feel about being a financial planner? Below is some of their sharing:
Tommy Mak
I have been a financial planner since my first job. This financial industry is now going towards financial planning which included 4 areas – risk planning, saving planning, investment planning and retirement planning. These allow me not only to broaden my knowledge in different areas, but also provide me a better solution for my clients to achieve their financial goals, which is my greatest success in Efinancial. In 2004, I have earned LUTCF certification and also FChFP in 2005. Last year, I have achieved MDRT & superstar award. All in all, Efinancial is a place for me to have life time learning with great achievement.
Lee Sau Yung
I have been working in banking industries for over ten years. As I had foreseen the market of banking was not quite good, I had decided to join the insurance industries to try new thing and earn more money. Throughout my six years in AIA, I knew a lot of friends and found a great manager, who I can learn a lot of things from him. Furthermore, I am very happy as AIA allows me to gain success such as achieving to be the international insurance COT. I hope I will go on and achieve better in future.
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