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梁思敏
Simmi Leung
聯絡電話:91450897
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Simmi Leung

   本人擁有香港會計師公會國際聯繫會員(HKICPA-IA),澳州管理會計師公會會員(CMA), 澳洲公共會計師公會資深會員(FIPA),英國財務會計師公會資深會員(FFA)資格。

 

   作為會計專業背景的國際理財規劃師將通過幫助客戶在稅務規劃、遺產規劃、資產保護、財富承傳、退休計劃、信託及家族辦公室、保險等….一系列財務及法律工具,協助客戶達到人生不同的計劃及目標。

 

   本人會聯同不同的專業團隊(如律師事務所、會計師、銀行、信託公司、獨立服務提供商、經紀人)提供全面專業的方案和實施細節。



Simmi Leung

  I am a member of the Hong Kong Institute of Certified Public Accountants, International Affiliate (HKICPA-IA), a member of the Institute of Certified Management Accountants, Australia (CMA), a fellow member of the Institute of Public Accountants Australia (FIPA), and a fellow member of the Institute of Financial Accountants (FFA).

 

 As an international financial planner with an accounting professional background, we will assist clients in tax planning, estate planning, asset protection, wealth inheritance, retirement planning, trust and family offices, insurance, etc.  A series of financial and legal tools will help clients achieve different plans and goals in life.

 

   I will work with different professional teams (such as law firms, accountants, banks, trust companies, independent service providers, brokers) to provide comprehensive professional solutions and implementation details.



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