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About Wendy
Wendy is a Financial Planner for Bridges Financial Services covering the Barwon Southwest region.
Over a career spanning several decades Wendy has acquired extensive financial services industry expertise. She became a Financial Planner in 1994 and joined Bridges in 2022. Her expertise continues to help clients plan and grow their financial future with confidence.
Education and Experience
Wendy holds the following qualifications:
- Certified Financial Planner (CFP®)
- Certified Practising Accountant (CPA)
- Bachelor of Business
What my clients say
“Wendy is always available to assist us with any/all enquires or questions we may have. She always has positive advice which add value to us and our circumstances.”
Outside of work
Wendy has been a member at Werribee Rotary since 1993 (first female member, President twice, Treasurer numerous times), and Treasurer of the Rose Society of Victoria since 2014.
Let's talk
When it comes to your goals, it helps to talk about them, think about them, and, most importantly, dream a little. Start a conversation with Bridges today.