Wendy Wombwell - Client Service Manager

Wen has had extensive experience in administration and management within the financial sector, having previously worked for a leading bank for 20 years. She oversees the administration functions within the office including Investment, Superannuation and Allocated Pension applications, Superannuation Contributions and general client enquiries. She is currently studying for her Diploma of Financial Services.

Shirley Wiseman – Senior Client Service Officer

Shirley has worked in the Financial Planning Industry for over seven years and holds a DFS (Financial Planning) certificate. Shirley processes new insurance and investment applications and general client enquiries.

Jodie Pullens - Client Service Officer

 Jodie provides para-planning support and manages our client database, ensuring your details are up to date, accurate and remain confidential.  Jodie also organises our client seminars and prepares data for client reviews. Jodie has recently completed her Certificate III in Financial Services.