Qualifications
& Memberships
- Fellow Chartered Financial Practitioner
Areas of
Expertise
Budget management
Estate planning
Investments
Retirement
Superannuation
Wendy commenced in the Financial Services industry in 1989 where she worked predominately in customer service. Her passion and enthusiasm working with clients is evident through the Financial Planning process. Her eye for detail is integral to her developing and introducing detailed polices into the business. Her thirst for knowledge and professional growth has seen her recently complete further studies and become a Fellow Chartered Financial Practitioner.
Wendy's ideas of Financial Freedom
In a nutshell Financial Freedom to me means being able to stop and smell the roses, appreciating the small things in life and enjoying the time I spend with the people I love.
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