Head of Client Services
Technical Representative (Broker) License No.: IB1090
MPF Intermediary Reg. No.: 132448
SFC CE No.: BKC521
Polly has been with the company since its beginnings in 2002 and was instrumental in developing the client servicing and administration functions to what it is today. These vital functions ensure we can offer the highest level of client service with care and integrity. Polly leads the client services team to ensure the client experience is as stress free and seamless as possible.
Polly also helps to cultivate strong working relationship with our various service teams along with external service providers in both Hong Kong and Australia to ensure overall client satisfaction.
Prior to joining Oreana Private Wealth, Polly was a reporter-researcher for a business magazine.