Professional Experience in Corporate Advisory

With over 20 years of senior management experience, Mr. Michael Fan (MBA) held front line management positions with a number of multinational companies, which include Gilman & Co., Limited, A. S. Watsons Limited and Siemens Australia Pty Limited. He held key positions as Director and General Manager at A. Dransfield Co. Ltd., Vice President of Whirlpool Greater China Limited and Managing Partner of New York Life Insurance Worldwide Limited (Hong Kong). During his tenures, Mr. Fan overlooked different geographical markets and specialized in operation optimization by strategic redefinition of corporate culture, effective management of internal and external risks, customer centric relationship policies and brand value creation. Mr. Fan’s work has contributed to the success of many market leading brands such as Tempo paper towel series and Whirlpool home appliances. Mr. Fan’s work has contributed to the success of many market leading brands such as Tempo paper towel series and Whirlpool home appliances. His particular strength lies in building high value companies from scratch and expanding businesses that are already profitable by winning market shares from competitors.

Mr. Fan regards Corporate Cultureas the foremost factor for business success, by which core values and long term objectives are laid down and breeding grounds for growth and innovations are cultivated. Customer Relationship Management is another critical link to business success. By combining and balancing two major corporate concerns: satisfaction of customer needs and manifestation of corporate values, company engages in the process of Brand Value Creation to create potentials for explosive profitability. As a brand reaches full development in an existing market, brand owners should then consider the adoption of International Expansion Strategies to explore new markets, both foreign and local. Parallel to business development and market expansion, Operational Risks Management should be considered an equally important subject in order for the former to succeed and sustain. In all of the above critical processes, experience is always of primary importance.

Professional Experience in Investment Advisory and Wealth Management

Mr. Fan has been active in the financial industry over the last decade – from insurance to investment and wealth management, overseeing a wide range of areas including marketing and sales, training, team management and executive management. Mr. Fan holds a number of professional licenses, which include License under the SFC for Type 1 Regulated Activities (Dealing in Securities), License under the SFC for Type 4 Regulated Activities (Advising on Securities), life insurance license, license for general insurance related activities, MPF license and investment linked product license. Mr. Fan has formerly worked as Managing Partner of New York Life Worldwide Insurance Limited and currently as Chief Executive Officer of Redford Wealth Planning Limited. He specializes in financial and wealth planning for corporate and individuals from a wide range of sectors. His professional work often involves succession planning for personal, family and corporate assets as well as matters related to asset distribution.

Mr. Fan also dedicates himself to improving the professional standards of the financial planning & wealth management industry. He currently serves as President of Hong Kong Society of Economists, Vice President of the Society of Registered Financial Planners and Chairman of China Development Committee, Council Member of the Institute of Financial Accountants UK in Hong Kong, Chairman of China Liaison Committee under the IFA and Fellow member of the Institute of Crises & Risk Management.

Mr. Fan is also lecturer at a number of universities and financial institutions throughout Hong Kong and Mainland China for a range of training programs on wealth management and financial planning. These institutions include the Hong Kong University School of Professional and Continuing Education (HKU SPACE), University of International Business and Economics in Beijing (UIBE), Sichuan University, Guangxi University, Foshan University of Science and Technology and South China University of Technology. He was Honorary Associate at the Business School of Hong Kong Baptist University.

Mr. Fan has been an active advocate in social services throughout the past decades. He has previously worked as President of St. John Ambulance Brigade of Kiangsu-Chekiang College in Hong Kong. He has been serving as Director of the Hong Kong PHAB (Physically Handicapped and Able-Bodied) Association over the past 18 years, where he dedicates to the provision of vocational trainings to the physically handicapped. He is also actively involved in financial education to youths and elderly.