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Team Members
团队
Angela
CEO/Primary Insurance & Mortgage Advisor
资深保险专家/行政总监
MDRT-TOT Insurance Specialist / IDA-Platinum Award 保险专家/ 全球保险业百万圆桌会顶尖级别会员/ 国际杰出业务白金龙奖保险专员
Jenny
Primary Insurance & Mortgage Advisor
保险贷款特许顾问/财务总监
MDRT member Insurance Specialist / IDA-Golden Award / Mortgage Specalist. 全球保险业百万圆桌会优秀级保险专家 / 国际杰出业务金龙奖保险专员/ 贷款特许顾问
Alicia
Senior Financial Advisor
资深保险顾问-汉密尔顿地区
CFA foundation holder. ACCA learner/IDA-Silver Award /Hamilton Regional Senior Financial Advisor （国际杰出业务银龙奖保险专家/国际金融分析师/ 国际注册会计师-汉密尔顿地区）
Rick
Senior Financial Advisor
资深保险理财顾问
Flora
Service & Claim Manager
理赔及客服总务
Athena
Application Team Leader
申请及审核组长
Zack
Financial Advisor
保险理财顾问
Amy
Financial Advisor
保险理财顾问
Vicky
Tax Consultant
税务顾问
Alex
Investment Director
投资董事
Daphne
Christchurch Office Manager
资深理财顾问-基督城地区
Felicia
Marketing Consultant
市场顾问
Management Team
管理团队
Angela
Founder/CEO
创始人/行政总监
Jenny
CFO
财务总监
Alex
Fund Raising Partner
基金合伙人
Vicky
Financing M & A Partner
融资并购合伙人
