| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Oreana Financial Services Limited | Rep | Advising on securities | 2017-05-05 | - |
| Rep | Asset management | 2017-05-05 | - | |
| Rep | Dealing in securities | 2017-05-05 | - | |
| First Fidelity Capital (International) Limited | Rep | Advising on securities | 2014-10-20 | 2017-04-05 |
| Rep | Asset management | 2014-10-20 | 2017-04-05 | |
| Rep | Dealing in securities | 2014-10-20 | 2017-04-05 | |
| PYRMONT WEALTH MANAGEMENT LIMITED | Rep | Advising on securities | 2013-10-25 | 2014-09-19 |
| Rep | Asset management | 2013-10-25 | 2014-09-19 | |
| AXA Financial Planning (Hong Kong) Limited | Rep | Dealing in securities | 2010-01-22 | 2012-05-25 |
| Rep | Advising on securities | 2006-08-15 | 2012-05-25 | |
| Network Financial Services Limited | Rep | Advising on securities | 2003-06-02 | 2006-06-01 |