Joe obtained a Bachelor of Business Administration (Honors) in Business Studies from The Hong Kong Polytechnic University. Joe has more than 10 years of experience in the financial industry. He joined RSM Hong Kong in 2008 and has participated in different valuation and financial advisory projects.
He is experienced in performing valuations of business enterprises and financial instruments for transaction and financial reporting purposes. He also assists the firm's audit teams in reviewing different types of valuations performed by external valuers. He works for clients in various industries, including logistics, public transportation, mining, trading, education and ODM/OME.
- Member, CFA Institute
- Member, The Hong Kong Society of Financial Analysts (HKSFA)
- Valuations for transaction and financial reporting purposes
- Financial modelling
- Audit valuation review
- Financial analysis and advisory