Exclusive Corporate Sponsor

Dr. David Pun

CTA, CFP®

Dr. David Pun has over 30 years of finance and taxation experience with heavy China orientation. His exposure spans across an array of industries including trading, manufacturing, retailing, fast moving consumer goods (FMCG) and information technology.

Dr. Pun currently serves as a consultant providing accounting & taxation, company secretarial services, tax planning, financial planning, wealth management and information system development in China and Hong Kong, as well as advising company on rules and compliance and taxation on cross-border transactions and local business operation. He is partner of a Certified Tax Advisor (Practising) firm in Qianhai. He also serves as professional trainer and mediator and is a part-time lecturer on PRC Tax at SCOPE of City University and Kaplan Financial Hong Kong. He is also partner lecturer of LiPace of Hong Kong Metropolitan University and CUSCS of the Chinese University of Hong Kong.

Ms. Cindy Wong

TEP, AEPP®, CTP, CEP®, MBA

Cindy Wong has over 25 years of working experience spanning corporate banking, investment banking, financial planning, estate planning and trust advisory sectors. She is a TEP, a full member of the Society of Trust and Estate Practitioners (STEP) and has obtained the Certified Trust

Practitioner™ qualification from Hong Kong Trustees’ Association. She is also awarded the designation of Associate Estate Planning Practitioner, jointly by Society of Will Writers UK and Estate Planning Practitioners Limited, Singapore.

Cindy is currently the Founder Director of Estate Planning Practitioners (HK) Limited, a company committed to the continuous upskilling of professionals in legacy planning in Hong Kong. She believes strongly in the importance of an integrative and collaborative ecosystem of estate, trust and financial practitioners to achieve holistic and practical solutions for the clients, enhancing the professionalism and competence of the industry.

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