CW Shum, CMA, ANZIIF Snr Assoc CIP, MCSI, FIPA, FFA's Email & Phone Number

💼 Past Experience

From September 2016 to October 2019, Cw Shum was a Chief Executive (PIBA Registered C.E.), at Prince Foster Wealth Management Limited, with responsibility for Wealth Management, and is currently a Senior Financial Consultant at Convoy Global Holdings Limited. Cw Shum also has previous experience as an Assistant Manager at P&Co LLP, where she was responsible for Wealth Management and Private Yachting Service. In addition, Cw Shum has been a member of the Hong Kong Stock Exchange (HKEx) since 2000.

🎓 Education

Cw Shum's educational background and work readiness have led her to be an experienced financial advice and consulting professional. She has a B.A. from the University of Bradford, where she studied finance and accounting. After completing her undergraduate studies, Cw Shum spent two years working as a financial advisor at a boutique financial firm in Australia. Whilst working in this capacity, Cw Shum underwent her CIP certification from the ANZIIF company. subsequently, she completed her FFA level two program and became a Fellow of the Institute of Financial Accountants in the UK. She has since held posts at the Institute of Certified Management Accountants in Australia, and the Institute of Financial Consultants in the UK. Ms. Cw Shum is currently a CFC (Certified Financial Consultant) with the Institute of Financial Consultants.

💡 Technical & Interpersonal Skills

Cw Shum has over 30,000 contacts in the financial industry and has worked in a variety of roles in the past. She is a Council Member, Financial & Business Services, at GLG, Director & RO / CE at Glory Sun Wealth Management (Member of Glory Sun Financial Group 1282.HK) from Sept 2016 to Oct 2019, Chief Executive (PIBA Registered C.E.) at Prince Foster Wealth Management Limited from Nov 2015 to Sept 2016, & Associate Director, Wealth Management at Haitong International Securities Group Limited from Nov 2011 to Nov 2015. She also worked in the role of Senior Financial Consultant at Convoy Global Holdings Limited from June 2008 to October 2009, and Assistant Manager at P&Co LLP from Nov 2005 to Oct 2006. She has also worked as a Private Yacht Service Assisant at Mavis Consulting from June 2000 to September 2000.