Wendy Barnham Email
Senior Financial Adviser at Tribel Advisory @ Tribel
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Wendy Barnham Location
- Adelaide, SA, AU
Wendy Barnham Work
- 2019 -now Senior Financial Adviser at Tribel Advisory @
- 2013 -2019 Senior Financial Planner @
- 2004 -2013 Financial Adviser and Practice Manager @ Blackmore and Partners Financial Services Pty Ltd
- 2003 -2004 Para Planner @ PPA Financial Services
- 1998 -2003 Client Services @
Wendy Barnham Education
- Kaplan
Advanced Diploma of Financial Services (Financial Planning) (Financial Planning)
- Kaplan
(Self Managed Super Funds)
-
(Margin Leanding & Geared Investments)
Wendy Barnham Skills
- Retirement Planning
- Financial Advice
- Wealth Management
- Superannuation
- Financial Planning
- Investments
- Retirement
- Pensions
- Annuities
- Income Protection
- Wealth
- Insurance
- Savings
- Wealth Accumulation
- Financial Advisory
- Investment Strategies
- Mutual Funds
- Strategic Financial Planning
- Critical Illness
- Risk Management
- Investment Advisory
- Fixed Annuities
- Financial Services
- Asset Management
- Financial Planners
- Life Insurance
- Estate Planning
- Practice Management
- Disability Insurance
- Term Life Insurance
- Asset Allocation
- Financial Risk
- High Net Worth Individuals
- Investment Management
- Wealth Management Services
- Estrategia empresarial
- Liderazgo de equipos
- Customer Service
- Project Planning
- Project Management
Wendy Barnham Summary
- Wendy Barnham, based in Adelaide, SA, AU, is currently a Senior Financial Adviser at Tribel Advisory at Tribel Advisory. Wendy Barnham brings experience from previous roles at Aon Hewitt Australia, Blackmore and Partners Financial Services Pty Ltd, PPA Financial Services and RetireInvest. Wendy Barnham holds a Advanced Diploma of Financial Services (Financial Planning) in Financial Planning @ Kaplan. With a robust skill set that includes Retirement Planning, Financial Advice, Wealth Management, Superannuation, Financial Planning and more. Wendy Barnham has 1 emails on RocketReach.
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