Rui Shi, Cfp®, Cfa® Email and Phone Number
I am a former Certified Financial Planner with over 10 years of client-facing experience, now dedicated to producing online financial education. My mission is to help people make informed decisions about money and achieve their important lifestyle goals.With a deep understanding of budgeting, cash flow management, debt management, investments, superannuation, insurance, retirement planning, and aged care, I bring a wealth of knowledge to my educational videos. My background as a financial planner ensures that my videos are grounded in solid expertise and real-world experience.Whether you're looking to enhance your financial literacy or seeking strategies to improve your financial well-being, my content aims to provide valuable insights and practical tips.
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Founder | Chief Financial EducatorWealth Copilot Pty Ltd Feb 2024 - PresentSydney, New South Wales, Australia
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Senior Financial Planner5 Financial Oct 2021 - Feb 2024Sydney, New South Wales, Australia• Conducted client meetings to onboard new clients.• Managed an existing book of clients.• Provided holistic advice to meet the client's needs and goals.• Worked closely with paraplanners and client service managers to obtain the best outcome for the clients. -
Financial PlannerCommonwealth Bank May 2015 - Oct 2021Sydney, New South Wales, Australia• Worked closely with 50+ staff members in the Commonwealth Bank Sydney CBD branches to drive quality referrals.• Helped clients make informed decisions and achieve their financial goals in all aspects of financial advice including insurance, investment, superannuation, Centrelink, and retirement planning. • Helped more clients through flexible advice delivery methods including meeting in-person and remotely via phone and video conference• Ensured that all advice to clients is timely, appropriate, and in the clients’ best interest -
Financial PlannerEnrizen Financial Group Jul 2014 - May 2015Level 8, 210 George Street, Sydney 2000• Prospected new opportunities through highly structured and consistent business development activities.• Successfully developed and maintaining key referral relationships with lawyers and accountants.• Provided ongoing service (strategic financial planning, investment, superannuation and personal risk advice) to existing clients.• Gained proficiency in a range of CRM systems including COIN, Astute Wheel, MyProsperity and Xero. • Contributed to continuous process improvement and ensuring a high level of compliance. -
Paraplanner / Adviser AssistantEnrizen Financial Group Jul 2013 - Apr 2014210 George St, Sydney• Gained extensive experience in all COIN modules and consistently produced high-quality SoA before deadlines.• Assisted senior advisers in researching complex strategies and developing holistic advice.• Led and mentored junior paraplanners and client service officers.
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Account Analyst - Fund OperationState Street Bank Mar 2013 - May 2013Sydney, Australia• Provided accurate and timely fund valuation for 3 hedge funds and ETFs.• Worked in ETF COE of 10 people, collaborated with over 10 specialist teams in State Street Sydney, Hangzhou, Mumbai, Toronto, Hong Kong and Boston. • Made 50+ daily deliverables accurately and timely.• Assisted in answering 30+ queries daily from fund managers, unit registries, custodians, and external clients.• Updated 5 major operating procedures within 3 months.
Rui Shi, Cfp®, Cfa® Education Details
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Distinction Average -
High Distinction Average -
Nanjing Audit UniversityTop 5% Graduate
Frequently Asked Questions about Rui Shi, Cfp®, Cfa®
What company does Rui Shi, Cfp®, Cfa® work for?
Rui Shi, Cfp®, Cfa® works for Wealth Copilot Pty Ltd
What is Rui Shi, Cfp®, Cfa®'s role at the current company?
Rui Shi, Cfp®, Cfa®'s current role is Founder | Chief Financial Educator at Wealth Copilot.
What schools did Rui Shi, Cfp®, Cfa® attend?
Rui Shi, Cfp®, Cfa® attended University Of New South Wales, Curtin University Of Technology, Nanjing Audit University.
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