Senior Financial Advisor
Wendy has been involved in the financial services industry for over 30 years and brings a wealth of experience to her role as a Senior Financial Adviser. Historically, Wendy has held positions within a number of high profile Fund Managers, including an Australian equities, fixed interest and a property fund manager; a superannuation and investment financial service provider and has experience in private banking. Wendy has previously managed a Financial Planning division of a Chartered Accounting practice and most recently managed a Financial Planning practice.
Wendy focuses on building strong relationships, providing clients with personal tailored quality advice and is also a part of Financial Affairs investment committee which forms the basis for our investment advice.
All Financial Affairs Advisers have undertaken mandatory training related to the provision of financial planning, and can provide specialist advice on a range of financial matters. All Financial Affairs Advisers are required to continually update their knowledge and skills through ongoing training.
BA Hon (Accounting), Adv. Dip FS (FP), Cert IV Finance & BroRing, Self-Managed Fund accreditation, AFP® and registered Tax (Financial) Adviser
Address: 445 Warrigal Road Moorabbin VIC 3189
Phone: (03) 9520 2999
Mobile: 0432 446 584