| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| PRINCIPAL INVESTMENT & RETIREMENT SERVICES LIMITED | Rep | Advising on securities | 2023-06-01 | 2025-06-23 |
| Rep | Dealing in securities | 2023-06-01 | 2025-06-23 | |
| GAIN MILES FINANCIAL PLANNING CONSULTANTS LIMITED | Rep | Dealing in securities | 2012-03-22 | 2020-05-22 |
| Rep | Advising on securities | 2008-04-11 | 2018-11-01 | |
| AIA WEALTH MANAGEMENT COMPANY LIMITED | Rep | Advising on securities | 2006-06-13 | 2008-02-28 |
| Sun Life Hong Kong Limited | Rep | Advising on corporate finance | - | 2005-01-28 |
| Rep | Asset management | - | 2005-01-28 | |
| Rep | Advising on securities | - | 2006-01-01 |