Our passion for Wealth, Health and Legacy Planning is not only driving the success of our business but of our people, too.
Our Strategic Alliance team comprises of industry-leading veterans who bring a wealth of experience to the firm, along with profound expertise in life-insurance based transfer planning.
Ms. Louise Thean has more than 20 years of experience in the financial industry. She comes with experience across Operations, Compliance, Client Servicing and Project Management.
Prior, she was Head of Operations with International Planning Group ( IPG ) where she had broad operational experience in efficiently supporting the deliverance of life-insurance based wealth planning solutions for Private Banks' High Net Worth Clients. She is also responsible in overseeing the business operations including working closely with the Sales Consultants to assist them to achieve their business objectives.
Louise recently joined Grandtag in 2016 as Strategic Alliance, Global. She is responsible for strengthening, expanding alliances with financial institutions across the region and working closely with sales consultants to increase their resources and creating opportunities for new business.
Her role is instrumental in strengthening and enhancing Grandtag's strategic position by developing life-insurance based wealth strategies to expand the market presence.
Louise holds Professional Advisory Qualifications and has certification in Leadership Programmes.
Dr. Gollum Shau has been in the life insurance and financial planning business for over 30 years which include 20 plus years in Hong Kong and 10 years in Canada.
25 years in sales management, business development and heading up sales training. Has been Assistant General Manager of a multi-national insurance company, managing over 1,000 front-line sales professionals.
For the recent 10 years, the main focus is on providing services in jumbo-sized life insurance and legacy planning to HNWIs in Greater China Region.
Current president of LOMA Society of Hong Kong. Life Office Management Association is one of the most well-known professional organizations in life insurance industry in the world. It was founded in USA more than 90 years ago and its Hong Kong Chapter has been around for 40 years.
At the turn of the millennium, founded the Institute of Financial Planners of Hong Kong (IFPHK) together with several professionals in the financial planning industry of Hong Kong. Elected as member of the founding board of directors for a term of 2 years. Successfully introduced the Certified Financial Planner (CFPCM) professional designation programme into Hong Kong.
A member of the Insurance Training Board of the Vocational Training Council (VTC) of the Hong Kong Government for two terms (2009 to 2013).
A member of the Insurance - Industry Training Advisory Committee (ITAC) (second term) of the government’s Qualification Framework. Both the Insurance Training Board of VTC and the ITAC are the largest advisory committees at the government level in Hong Kong.
Our professional team of dedicated specialists and experts work closely to deliver a unique and holistic range of services approach to our valued clients.
For Strategic Alliance
Please contact Ms. Louise Thean
Telephone:
+65 6327 7318
Email:
louise.thean@grandtag.com
