26/03/2024
ASSOCIATE
Wendy has worked in financial services since 2013, working for large multinational financial companies, as well as smaller independent financial service firms.
Wendy is passionate about providing exceptional client service, but also further developing her own knowledge of the industry, including SMSF, retirement planning, risk management and estate planning.
When not working Wendy enjoys testing out new and exciting restaurants around Melbourne, and enjoys Sunday walks with her dog.