Peta Winkless's Location
Perth, WA, AU
Peta Winkless's Work
- Financial Advisor @ Blueprint Wealth
- Operations Manager / Financial Advisor @ Blueprint Wealth
- Financial Adviser @ Elite Financial Partners
- Financial Planner Associate @ ANZ
- Dealers Assistant @ Hartleys Limited
Peta Winkless's 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's Skills
- Financial Planning
- Fee for Service Adviser
- Investments
- Finance
- Wealth Management
- Retirement Planning
- Compliance
- Team Building
- Sales
- Wealth
Peta Winkless's Summary
Peta Winkless, based in Perth, WA, AU, is currently a Financial Advisor at Blueprint Wealth, bringing 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 Financial Planning, Fee for Service Adviser, Investments, Finance, Wealth Management and more, Peta Winkless contributes valuable insights to the industry. Peta Winkless has 1 email on RocketReach.
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