Monica Yiu
Senior Wealth Advisor
Monica is skilled in developing holistic and customised solutions on all aspects of financial planning.
She has a desire to help clients and their families to be well protected and to achieve multi-generational financial independence.
Professional Qualifications
- CERTIFIED FINANCIAL PLANNER®
- BA Business Administration in Finance and Economics
Monica's role involves
Day to day, Monica conducts reviews for existing clients and meets new clients. She prepares recommendations and proposals and attends seminars to update her knowledge of the market.
Monica is Oreana Private Wealth’s Responsible Officer of Mandatory Provident Fund Schemes Authority and is accredited with the Securities and Futures Commission and Professional Insurance Brokers Association in Hong Kong. Having worked in financial services for more than 25 years, Monica has extensive experience across personal and corporate banking and wealth management services.
Monica's areas of expertise
- Holistic financial planning
- Insurance for individuals
- Corporate insurance
- Investments
- Retirement planning
- Succession planning
