Wendy Shum

Wendy Shum

Director & Mortgage Advisor

I have over 20 yrs experience in banking and finance industry. My company provides a broad range of loan products in residential, commercial, car and equipment finance. We tailor-make loans to meet customers unique financial circumstances. We provide the best interest rates and products to customers from our extensive lenders panel.

I aspire to provide professional, effective and efficient services to clients. My hobbies is running, cooking and travel

I am a Member of:

  • Mortgage & Finance Association of Australia
  • Credit Ombudsman Service Limited
  • Professional Lending Association Networking of Australia
  • Financial Planning Association of Australia

Qualifications

  • Graduate Certificate in Commerce (Financial Planning) – University Western Sydney
  • Diploma of Financial Services (Finance/Mortgage Broking Management)
  • Diploma of Financial Services (Financial Planning)
  • ASIC RG 146 Regulatory Guideline requirements have been fulfilled (Generic Knowledge; skills; Financial Planning; Life Insurance; General Insurance; Managed Investments; Securities; Superannuation and Derivatives)
  • Certificate IV in Financial Services (Finance/Mortgage Broking)
  • Australian Credit Licence: 394344