Wendy Lam

ASSOCIATE

Wendy has worked in financial services since 2013, working for large multinational financial companies, as well as smaller independent financial service firms.

Wendy has worked in financial services since 2013, working for large multinational financial companies, as well as smaller independent financial service firms.

Wendy understands the importance of education , especially in the finance industry, having completed a Masters of Finance, Bachelor of Business (Accountancy) and a Diploma of Financial Planning.

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.

For a confidential discussion about your financial affairs…

Contact the team at Affinity Private Advisors by using the link below