OUR EXPERT TEAM
ABN: 50 113 653 946
Mobile: 0418 841 688
I have been involved in the provision of financial advice for the past 24 years, incorporating borrowing advice for the past 20 years.During this time, I have worked with numerous families, whom have entrusted me to assist with the creation, maintenance and distribution of their wealth.
I offer a holistic service, for families, ranging from the young, saving for the future, to families, building their wealth and reducing their debt in pre-retirement, to then structure their retirement planning (including the maximisation of their Centrelink entitlements).
My goal is to Listen, Plan and Advise to achieve your desired objectives and provide “Peace of Mind” for your financial affairs.
Client Services Manager
Wendy joined the Southern Wealth Centre in March 2015 as a Client Services Manager, working closely with our clients to achieve positive outcomes with all services we provide. Wendy’ expertise is claims management where achieving success when clients have been ill or injured to receive benefits within their superannuation funds. Her history of outstanding customer service from previous employment has become an asset to our team. Wendy is a loving mother of 3 wonderful teenagers. You will be greeted by Wendy with her kindhearted nature and energetic persona.