Senior Financial Planner @ (January 2013 - June 2019)
Financial Adviser and Practice Manager @ Blackmore and Partners Financial Services Pty Ltd (March 2004 - January 2013)
Para Planner @ PPA Financial Services (March 2003 - March 2004)
Client Services @ (September 1998 - March 2003)
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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