投資股票超過20年，有多年幫助客戶管理資產經驗，成績超卓；曾於金融業及電訊科技業從事管理層逾20年
香港首批投資博客，累積瀏覽量超過4百萬，Facebook專頁粉絲人數以萬計；連續多年和香港經濟日報合作大型講座，付費與會者數以千計，正評近100%
財經書《香港A餐》作者
投資經驗超過15年，資產管理經驗超過10年
曾於亞洲最大的資產管理公司之一；惠理基金（Value Partners）管理一隻高達30億港元之對冲基金，並曾連續兩年（2012及2013年度）獲HFMWeek Asia頒大中華區最佳7隻對冲基金
財經書《一步步致富》， 《一步步致富：學以致富》，《致富開端：如何在30歲前賺到100萬》作者
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