Financial One Platform Services Limited
第一理財顧問有限公司
- Licence no.
- FB1585
- Licensed since
- 2021-08-27
- Lines of business
- General Insurance, Long Term (Linked)
- Licensed technical representatives
- 114
- Responsible officer
- Kwan Wai Bong Dominic 關維邦
- Registered address
- Suites 601-3, 611-12 Tower 1, 6/F, The Gateway, Harbour City, Tsim Sha Tsui, Kowloon
- Phone
- 21101353
- Fax
- 2147 3229
- Website
- https://www.financialone.com.hk/
Licence conditions (4)
- 2026-06-01 – 2027-11-30(1) Subject to condition (2) below, the Licensee shall not carry on, or hold itself out as carrying on, any of the following regulated activities where the insurance business is sourced through the acceptance of any referral from another person who is acting or holding out as acting in the course of that person’s business or employment or for reward: (a) negotiating or arranging any new contract of insurance; (b) inviting or inducing, or attempting to invite or induce, any person to enter into a new contract of insurance; (c) inviting or inducing, or attempting to invite or induce, any person to decide to submit an application or proposal for a new contract of insurance; or (d) giving regulated advice in relation to making an application or proposal for a new contract of insurance.
- 2026-06-01 – 2027-11-30(2) Condition (1) above shall not apply where, and only where, the relevant insurance business is sourced and referred directly and solely by persons acting in the capacity of the Licensee’s appointed technical representatives (broker) (“Appointed TR(B)s”).
- 2026-06-01 – 2027-11-30(3) The Licensee shall ensure, and shall procure that its Appointed TR(B)s ensure, due compliance with and observance of conditions (1) and (2) above.
- 2026-06-01 – 2027-11-30(4) The Licensee shall furnish to the Insurance Authority (“Authority”) such information or records in respect of the regulated activities carried on by the Licensee at such times or intervals as may be specified, and, if the Authority so requires, such information or records shall be verified in such manner as may be specified, in accordance with any written notice served by the Authority on the Licensee from time to time.
Disciplinary actions and licence conditions are listed as published on the Insurance Authority’s register of licensed insurance intermediaries.
Broker office map
Licensed technical representatives (114)
- CAI ZHUOYI蔡卓逸JJ5665Technical Representative· Long Term· Appointed2025-11-25
- CAO XIFENG曹喜鳳JK8092Technical Representative· General Insurance · Long Term (Linked)· Appointed2025-09-22
- CHEN DANPING陳丹萍IH7768Technical Representative· Long Term (Linked)· Appointed2025-12-15
- JL9693Technical Representative· Long Term· Appointed2026-03-17
- CHEN HOUMING陳厚銘IL8237Technical Representative· Long Term· Appointed2026-04-15
- JM9400Technical Representative· Long Term· Appointed2026-08-19
- CHEN XIXI陳茜茜JM9565Technical Representative· Long Term· Appointed2026-08-21
- CHEN YU陳昱IJ9300Technical Representative· Long Term· Appointed2025-12-05
- IA5567Technical Representative· General Insurance · Long Term (Linked)· Appointed2021-04-26
- JL1950Technical Representative· Long Term· Appointed2025-11-10
- JJ5376Technical Representative· Long Term· Appointed2025-02-10
- JA3298Technical Representative· General Insurance · Long Term (Linked)· Appointed2019-12-06
- IE4855Technical Representative· General Insurance · Long Term (Linked)· Appointed2023-04-26
- CHENG Wanjia程琬珈JM9393Technical Representative· Long Term· Appointed2026-08-19
- JA3789Technical Representative· Long Term· Appointed2026-07-30
- IH2652Technical Representative· Long Term (Linked)· Appointed2026-05-05
- CHOI Man Kit蔡文傑IA3134Technical Representative· General Insurance · Long Term (Linked)· Appointed2026-09-11
- JL5355Technical Representative· Long Term· Appointed2025-12-29
- DOU DAYONG竇大勇JL9813Technical Representative· Long Term· Appointed2026-03-19
- FANG SENHUI方森輝JL4832Technical Representative· Long Term· Appointed2025-12-18
- FENG LUQI馮璐琪JA1451Technical Representative· General Insurance · Long Term (Linked)· Appointed2026-05-13
- GAI XIANJIE蓋現杰JK2237Technical Representative· Long Term· Appointed2025-06-10
- GAO TingTing高婷婷JM8325Technical Representative· Long Term· Appointed2026-07-29
- GUAN LINA關麗娜JH5824Technical Representative· Long Term· Appointed2024-08-30
- GUO ZEQUAN郭澤銓JL4249Technical Representative· Long Term· Appointed2025-12-12
- Han Jun韓鈞JC1537Technical Representative· Long Term· Appointed2024-09-13
- HAN TIANLAI韓天來JH5432Technical Representative· Long Term· Appointed2025-11-10
- HANG HAIXUN杭海巡JH1084Technical Representative· Long Term (Linked)· Appointed2026-07-17
- HE YINGYING何盈盈IG3947Technical Representative· General Insurance · Long Term (Linked)· Appointed2025-10-27
- JM3017Technical Representative· Long Term· Appointed2026-04-28
- HUANG YUTING黃玉婷IJ3250Technical Representative· Long Term· Appointed2025-11-03
- HUNG An-ling洪安姈IA7595Technical Representative· Long Term· Appointed2026-08-25
- JI XIAONING汲晓宁JJ5107Technical Representative· Long Term· Appointed2025-02-03
- JG6821Technical Representative· Long Term· Appointed2024-03-15
- JIN DASHENG金大胜JK9041Technical Representative· Long Term· Appointed2025-10-08
- JIN XUESONG金雪松IL3402Technical Representative· Long Term· Appointed2025-10-02
- JE9110Technical Representative· Long Term (Linked)· Appointed2025-12-04
- IA8266Technical Representative· General Insurance · Long Term (Linked)· Appointed2026-06-16
- JK5684Technical Representative· Long Term· Appointed2025-08-11
- IA6952Technical Representative· Long Term (Linked)· Appointed2026-09-25
- LAM YEE MAN林依敏JL2906Technical Representative· Long Term· Appointed2025-11-25
- JD8267Technical Representative· General Insurance · Long Term (Linked)· Appointed2025-12-02
- LEE CHI FUNG李志鋒JL7897Technical Representative· Long Term· Appointed2026-02-10
- LEE TSZ LING李芷菱IF9987Technical Representative· Long Term· Appointed2026-09-14
- IG1469Technical Representative· Long Term (Linked)· Appointed2026-09-18
- Leung Ka Po梁家寶IA9122Technical Representative· Long Term· Appointed2021-06-21
- IF2092Technical Representative· Long Term· Appointed2026-09-14
- LI QING李晴IL1266Technical Representative· Long Term· Appointed2025-10-09
- LI SIJIN李思進JM6450Technical Representative· Long Term· Appointed2026-06-25
- LI SISI李思思JL1605Technical Representative· Long Term· Appointed2025-11-03
- LI XING黎星JH5305Technical Representative· Long Term· Appointed2024-08-23
- LI XUE李雪JL5249Technical Representative· Long Term· Appointed2025-12-24
- LI Yangyang栗洋洋JB1401Technical Representative· Long Term· Appointed2023-10-27
- LI YINGZONG李穎宗JL7098Technical Representative· Long Term· Appointed2026-01-28
- LI YUNXUE李運學JJ5856Technical Representative· Long Term· Appointed2025-02-20
- LI ZHONGHUA李忠華JF7157Technical Representative· Long Term· Appointed2025-10-31
- JN1354Technical Representative· Long Term· Appointed2026-09-07
- LIANG QIFAN梁启帆JL3169Technical Representative· Long Term· Appointed2025-11-27
- IJ3524Technical Representative· Long Term· Appointed2026-08-26
- JK9614Technical Representative· Long Term· Appointed2025-10-20
- LIU YUEHAN劉悦涵JN1929Technical Representative· Long Term· Appointed2026-09-14
- LO KO JUNG羅可容JB8092Technical Representative· Long Term· Appointed2023-11-21
- JK4250Technical Representative· Long Term· Appointed2025-10-31
- LUO YUANBING駱元冰JJ5306Technical Representative· Long Term· Appointed2025-02-07
- Lyu Haiyan呂海燕JK3732Technical Representative· Long Term· Appointed2025-07-08
- MA CHIN NING馬阡甯IM5913Technical Representative· General Insurance · Long Term (Linked)· Appointed2024-07-29
- MA CUICUI馬翠翠IM6200Technical Representative· Long Term· Appointed2026-04-20
- NI ZHENGWEI倪正偉JJ5189Technical Representative· Long Term· Appointed2025-02-04
- OU YING歐穎JL1674Technical Representative· Long Term· Appointed2025-11-05
- Pan Ziying潘梓莹JE1149Technical Representative· Long Term· Appointed2025-03-31
- SIN YINSHAN冼燕珊JF1177Technical Representative· Long Term· Appointed2026-05-27
- Sun Meng孫蒙JJ2080Technical Representative· General Insurance · Long Term (Linked)· Appointed2025-09-23
- IL4427Technical Representative· Long Term· Appointed2026-07-14
- WANG HAO王浩JM7155Technical Representative· Long Term· Appointed2026-07-09
- JJ4424Technical Representative· Long Term· Appointed2025-01-16
- WANG HUAJUAN王華娟JJ4385Technical Representative· Long Term· Appointed2025-01-15
- WANG Jialu汪佳璐JN2423Technical Representative· Long Term· Appointed2026-09-23
- JM8216Technical Representative· Long Term· Appointed2026-07-28
- WANG WEI王煒JM4745Technical Representative· Long Term· Appointed2026-05-29
- JA6734Technical Representative· Long Term· Appointed2025-06-11
- WANG XUEFEI王雪飛JJ5445Technical Representative· Long Term· Appointed2025-10-31
- WANG YIKAI王宜楷JK5987Technical Representative· Long Term· Appointed2025-08-15
- IA7171Technical Representative· Long Term· Appointed2026-07-07
- JC2371Technical Representative· Long Term· Appointed2021-08-30
- IO2341Technical Representative· General Insurance · Long Term (Linked)· Appointed2026-01-01
- WONG YINFEI王妍菲IF8670Technical Representative· Long Term (Linked)· Appointed2026-02-11
- XI QIN席勤JJ2814Technical Representative· Long Term· Appointed2024-12-12
- XIA FANGGE夏方歌JM9452Technical Representative· Long Term· Appointed2026-08-19
- JK7677Technical Representative· Long Term (Linked)· Appointed2025-09-12
- XIE FEI謝斐JG9062Technical Representative· Long Term· Appointed2024-05-06
- XIE HONGYE謝红叶JL6416Technical Representative· Long Term· Appointed2026-01-15
- Xu Ying徐穎IA7496Technical Representative· Long Term (Linked)· Appointed2023-06-13
- YAN MIAOLI顏苗麗JL6495Technical Representative· Long Term· Appointed2026-01-16
- YANG BIJIA楊璧嘉JL1930Technical Representative· Long Term· Appointed2025-11-10
- YUN YUN云筠JJ4862Technical Representative· Long Term· Appointed2025-09-16
- IH3056Technical Representative· Long Term (Linked)· Appointed2026-01-14
- JH7744Technical Representative· Long Term· Appointed2026-01-08
- JL8213Technical Representative· Long Term· Appointed2026-02-16
- IJ8729Technical Representative· Long Term· Appointed2025-10-14
- JL2870Technical Representative· Long Term· Appointed2025-11-25
- ZHAO QINGBO趙慶波JK8659Technical Representative· Long Term· Appointed2025-09-29
- ZHAO YU趙愈JL6157Technical Representative· Long Term· Appointed2026-01-12
- Zheng Xinhui鄭新慧JJ7124Technical Representative· Long Term· Appointed2026-07-16
- ZHOU HONGYAN周紅琰JL1762Technical Representative· Long Term· Appointed2025-11-06
- JM4614Technical Representative· Long Term· Appointed2026-05-27
- ZHOU MAN周曼JL4975Technical Representative· Long Term· Appointed2025-12-19
- ZHOU XIAOLIN周晓琳JM6364Technical Representative· Long Term· Appointed2026-06-24
- ZHOU YI周毅JL5569Technical Representative· Long Term· Appointed2026-01-02
- JH8667Technical Representative· Long Term· Appointed2026-06-29
- ZHU KAI朱鍇IJ5151Technical Representative· General Insurance · Long Term (Linked)· Appointed2025-09-25
- ZHU LIHONG朱莉虹JL3164Technical Representative· Long Term· Appointed2025-11-27
- ZHU XIAOYUN朱小云JL7411Technical Representative· Long Term· Appointed2026-02-03
- JJ5545Technical Representative· Long Term· Appointed2025-02-12
- ZOU YAN鄒妍JF2839Technical Representative· Long Term· Appointed2025-09-11
—
How we can help
Paradox Management Limited offers the following services to the HK insurance industry:
Need licence consultation?
We help with HK insurance broker / agency licence applications, compliance setup, IIQE exam prep, and responsible-officer placement. WhatsApp us for a no-obligation initial consultation.
WhatsApp us about consultingHiring or job-hunting?
We place responsible officers, technical representatives and back-office staff into HK insurance brokerages — and help licensed talent find the right firm.
WhatsApp us about hiringLooking to buy an insurance brokerage?
We help investors source suitable HK-licensed insurance brokerages, and assist with due diligence and deal structuring.
WhatsApp us to buyThinking of selling your brokerage?
We can reach qualified buyers on your behalf, assist with valuation, matching and confidential negotiation.
WhatsApp us to sell