IFAA Council Members
Glenn Malcolm Turner
Chairman IFAA
Glenn Turner joined the IFA industry in 1971. He has held various executive positions at a regional level and country CEO positions in different countries. Mr. Turner has been living in Hong Kong since 1987.
Mr. Turner is currently Chief Operations Officer of Altruist Financial Group Limited, one of the Hong Kong’s largest independent financial advisors and broker organisations, providing a one-stop shop of products and services delivering financial solutions for peoples’ financial needs.
Sidney Sze
CFP,
FRFP, CLU, CRP, CFE, CMA, CPA, ACMA, MSCPA, ACS, ACIS, MMS, PhD
Founding Chairman IFAA
Sidney Sze is currently Chief Executive Officer of Midland Financial Group. Prior to that, he was General Manager China Operations of Triumph International (Overseas) Limited and the General Manager of Lamex (Holdings) Limited.
Dr. Sze was formerly President of the Society of Management accountants of Canada – Hong Kong Branch in 2000/2002. He is also Founder President of the Society of Registered Financial Planners Hong Kong. Dr. Sze specialises in investment, insurance, business consultancy, professional training and financial planning. He has been frequently invited to give speeches on managerial development and financial planning courses in universities and training institutions to senior executives and students.
Phil Neilson
Vice Chairman IFAA
Phil
Neilson is Chief Executive Officer of The Henley Group, a leading
private client financial planning practice in Hong Kong.
The Henley Group Limited is a long standing (1991) I.F.A. practice of experienced consultants specialising in clients with international needs and outlook. The focus is on building long term client relationships with stable, career focused advisors offering a wealth of knowledge and experience.
Alan Tsui Ka Lun
MBA,
FCCA, FCPA, MHKSI, FRFP
Honorary Treasurer IFAA
Alan Tsui started his career in KPMG, where he spent over five years in auditing, taxation and special project jobs. He then worked for Levi Strauss, an American Multinational Corporation, as Finance Director for the Asia Pacific Region for a number of years before he was head-hunted to join the Hutchison Whampoa Group holding various management positions.
Mr. Tsui started his own business in 1996 and has since been practicing in the IFA sector for nine years. He is currently Director of Taifook Lexton Group Companies. He firmly believes that professional quality is the single most important factor to sustain in any business on a long term basis.
Quincy Wong Lee Man
Honorary Secretary IFAA
Quincy
Wong has worked in the financial services industry in Hong Kong
for 17 years. He has worked for several multinational insurance
companies before he founded a financial services company providing
a variety of personal financial planning products in 1997.
Mr. Wong joined Convoy in 1998 and is currently Chief Executive Officer of the Group. He has been frequently invited by the media to speak on the business of financial planning .
Michael Wong Man Sek
BFS,
MSc, MRFP
Michael Wong started his career as a research manager with Tai Fook Securities Limited and Pegasus Fund Managers Limited, and later joined Pacific World Asset Management Limited as a Research Director.
Mr. Wong is currently Associate Director of Hantec Investment Consultant Limited and Director of Hantec Wealth Management Advisor Ltd. He is responsible for global stock market portfolio strategy and mutual fund analysis. He writes financial and analytical articles in the press and expresses his views on financial matters in electronic media. He is also a Councilor of The Society of Registered Financial Planners Hong Kong.
Dennis Wong
MBA
Dennis Wong is Managing Director and co-founder of CASH Frederick Taylor. He was formerly Associate Director/Vice President of Credit Suisse Privilege Limited. Mr. Wong has 10 years experience in financial planning and asset management and specialises in fund portfolio management, unit trusts and offshore financial arrangements.
Ernest Leung Yin Wing
CPA(Australia),
CPA, MBA, MSc, BSc
Mr. Leung Yin Wing co-founded T G Holborn (HK) Limited and is currently Director of Holborn Financial Group, one of Hong Kong’s largest independent financial planners, providing both individual and corporate clients with comprehensive financial planning services including investment, risk management, tax planning and trustee services.
Mr. Leung has worked in the IFA industry for more than 13 years. He was one of the founding members of IFPHK in 1995 as well as a member of various task forces within the Association. He has been lecturing the Advanced Financial Planning course on a part time basis in universities in Hong Kong and Beijing. Mr. Leung frequently expresses financial and analytical views in the press and is an invited speaker at public seminars in Hong Kong and Mainland China.
