叶子辉先生现为富饶私人家族企业办公室副总裁及万通保险国际有限公司分行经理。短短几年间，已协助超过100个家庭作财富管理及退休规划，现持有由香港财务策划师学会发出的核准退休顾问资格 (QRA)及Associate Estate Planning Practitioner(AEPP®️)。同时于业界屡获佳积，先后获得LUA香港杰出财务策划师大赛(BFPA)金奖、HKMA杰出销售专业大奖（DSA)，对退休策划及财富管理有充分认知。
叶先生于香港城市大学毕业后，曾从事超过5年保险业后勤服务，先后任职公证行、保险赔偿部，对财产保险及保险理赔工作等尤其熟悉。凭着过往丰富的理赔经验，为超过50间中小企股东处理企业财产保险等工作，并协助规划个人财富管理及退休规划。
叶先生深信富饶私人家族企业办公室的团队支援及个人的专业知识，能为中小企企业家提供一站式的个人财富管理及企业全面风险管理服务。
Mr. Frankie Ip is currently the Vice President of the WealthAxis Family Office and the Unit Manager of YF Life Insurance International Limited. In just a few years, he has assisted over 100 families in wealth management and retirement planning. He holds the Qualified Retirement Advisor (QRA) qualification issued by the Hong Kong Institute of Financial Planners and is an Associate Estate Planning Practitioner (AEPP®️). He has also received numerous accolades in the industry, including the Gold Award in the LUA Hong Kong Best Financial Planner Awards (BFPA) and the Distinguish Salesperson Award (DSA) from the HKMA. He has shown a deep understanding of retirement planning and wealth management.
After graduating from the City University of Hong Kong, Mr. Ip worked in the insurance industry for over 5 years, specializing in insurance claims services. He has worked in loss adjuster firms and insurance claims departments, gaining extensive knowledge in property insurance and claims handling. With his rich claims experience, he has handled corporate property insurance for over 50 SME enterprises and assisted in personal wealth management and retirement planning.
Mr. Ip firmly believes that with the support of the team at the WealthAxis Family Office and his own professional knowledge, he can provide comprehensive personal wealth management and comprehensive risk management services for small and medium-sized entrepreneurs.
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