Peta Winkless Location
- Perth, WA, AU
Peta Winkless Work
- 2021 -now Financial Advisor @
- 2014 -2021 Operations Manager and Financial Advisor @
- 2007 -2014 Financial Adviser @
- 2006 -2007 Financial Planner Associate @
- 2004 -2006 Dealers Assistant @
Peta Winkless Education
- Kaplan Professional
Graduate Diploma of Financial Planning (Financial Planning and Services)
2020-2021 - Association of Financial Advisers
Fellow Chartered Financial Practitioner (FChFP)
2015-2016 - GRC Institute
Certificate IV (Associate) (Compliance Management)
2013-2013 - Kaplan
DipFP, Adv DipFP
2006-2008
Peta Winkless Skills
- Superannuation
- Retirement Planning
- Fee for Service Adviser
- Budgeting and Cash Flow Management
- Wealth Management
- Compliance
- Strategic Financial Planning
- Investments
- Income Protection
- Finance
- Wealth
- Investment Strategies
- Estate Planning
- Portfolio Management
- Investment Advisory
- Asset Management
- Financial Planning
- Financial Services
- Team Building
- Sales
- Research
Peta Winkless Summary
- Peta Winkless, based in Perth, WA, AU, is currently a Financial Advisor at Blueprint Wealth. Peta Winkless brings experience from previous roles at Blueprint Wealth, Westend Financial Partners, ANZ and Hartleys. Peta Winkless holds a 2020 - 2021 Graduate Diploma of Financial Planning in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Superannuation, Retirement Planning, Fee for Service Adviser, Budgeting and Cash Flow Management, Wealth Management and more. Peta Winkless has 1 emails on RocketReach.
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