Carlie W. currently serves as an Assistant Division Manager at BOC Group Life Assurance Company Limited and concurrently operates as an agent for Bank of China Group Insurance Company Limited and Bupa. With a strong track record in financial and insurance services dating back to 2014, Carlie has received numerous accolades, including the Best Financial Planner Award in 2023, membership in the Million Dollar Round Table for 2022 and 2023, and various top production awards. Carlie specializes in insurance-based financial planning, wealth management, personal and commercial insurance advisory, and high net worth services. Previous roles include significant positions at AIA, AIG, and Zurich Insurance, as well as entrepreneurship in private businesses. Carlie's educational background includes advanced diplomas and certifications in financial planning and trust, underscoring a commitment to professional development in the financial services sector.
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