Meet our highly
Our Team
-
Rex Lim
RFC, RFP - Partner of Capstar WMHK -
Carolyn Lee
CFP, AEPP - Partner of Capstar WMHK -
Catherine Yiu
FCPA, EMBA (CUHK) - Accounting & Tax Advisor -
David Cheong
LLB (HONS), MIMC Legal Advisor
RFC, RFP - Partner of Capstar WMHK
Rex Lim
Introducing Rex, a distinguish partner at Capstar Wealth Management (HK) Limited. Rex graduate with a B.Bus in Banking & Finance from Melbourne, Australia, in 2023 and is a recognized Registered Financial Planner (RFP) in Malaysia and a Registered Financial Consultant (RFC) in the USA.
With over 21 years of experience in financial planning. Rex has consistently demonstrated his expertise, qualifying for the Million Dollar Round Table (MDRT) fourteen (14) times, including two (2) Court of the Table (COT) distinctions. He has delivered engaging speeches worldwide, captivating audiences in cities such as Orlando, Los Angeles, Hong Kong, Anaheim, Dubai, Lebanon and Indonesia.
Rex is also an accomplished author, having published the book "Change 2" in 2020. His experience includes managing group wealth management business portfolio exceeding USD 80 million.
“Building Trust, Securing Futures:We Are Your Reliable Associate Partner"
CFP, AEPP - Partner of Capstar WMHK
Carolyn Lee
- CFP & AEPP HOLISTIC PLANNER
- LSJ GROUP & ACADEMY FOUNDER
- CAPSTAR ADVISORY CO-FOUNDER
- ONLYWILL SDN BHD CO-FOUNDER
Introducing Carolyn Lee, a respected partner at Capstar Wealth Management (HK) Limited. Carolyn is a million Dollar Round Table (MDRT) member, a Certified Finance Planner (CFP).
With over 25 years of experience in financial planning, Carolyn is known as the Queen of "Total Holistic Planning" since 2019, with more than 10,000 client under her profile and further solidifying her reputation as a trusted advisor.
Carolyn's extensive experience includes managing group wealth management business portfolio exceeding more than USD 80 million. She was recognize in many ways and her achievement is know widely such as below:
- Promoted one-stop total financial planning services
- Associate Estate planning Practitioner (AEPP), Singapore
- Certified Financial Planner (CFP), USA
- Million Dollar Round Table (MDRT), USA
- Malaysia’s 50 Most Outstanding Wealth Advisor 2023 (MMOWA)
- Malaysia National Competency Standard Train-The-Trainer (NSC-TTT)
“Building Trust, Securing Futures:We Are Your Reliable Associate Partner"
Transforming
Dreams, into Financial Reality
We Are Your Strategic Manager
FCPA, EMBA (CUHK) - Accounting & Tax Advisor
Catherine Yiu
Introducing Catherine Yiu, a seasoned Professional Accountant with over 20 years of management experience in the educations industry. Prior to this, she worked with KPMG Toronto, KPMG Hong KOng, and Jardine Fleming Hong Kong.
Ms. Yiu has been an Assistant Cub Scout Leader, a consultant at YMCA A-Life Academy, a columnist for Headline Finance, and the founder of Knowledge Power, a tax-exempt charity in Hong Kong. She is a Fellow of the Hong Kong Institute of Certifiend Public Accountants, a member of the Chartered Professional Accountants (Canada), the Chartered Wealth Manager Institute, and the Hong Kong Institute of Directors.
Graduating with distrinction from the University of Toronto, Ms Yiu also studied for an Executive MBA at the Chinese University of Hong Kong. She is currently the Co-Chairperson of the Social Enterprise & Services Commitee of the Hong Kong Women Professionals and Entrepreneurs Association
“Building Trust, Securing Futures:We Are Your Reliable Associate Partner
LLB (Hons), MIMC - Legal Advisor
David Cheong
Introducing David Cheong, an Advocate & Solicitor of the High Court of Malaya and an Accredited Mediator of the Malaysian International Medication Centre (MIMC).
David is a passionate and dedicated lawyer speacializing in estate planning, known for his expertise in Will writting, obtaining Grants and Probate and Letters of Administration, handling estate disputes, and providing Trust & Foundation advice. With a wealth of experience in navigation complex legal processes, David consistently delivers prompt, efficient and tailored legal solutions to meet each client's unique needs.
David's achievements include successfully facilitating numerous Wills, ensuring accurate documentation of clients' whishes, and streamlining the legal process for beneficiaries. He is also experienced in estate disputes litigation and setting up trusts and foundations for family members. Renowned for his excellent client management, David has fostered strong and lasting relationships with his clients.
“Building Trust, Securing Futures:We Are Your Reliable Associate Partner"
Guiding Your
Wealth to Great New Heights
Our wealth management services encompass a wide range of financial planning and investment strategies. We don’t just focus on growing your assets; we also prioritize protecting and preserving your wealth.