Wendy Cross's Location
Terrigal, New South Wales, Australia
Wendy Cross's Work
- Practice Improvement Training Consultant @ IOOF
- Certified Financial Planner @ NAB
- Financial Planner @ CCFM Financial Group
- Operations Consultant - St George Financial Planning @ BT Financial Group
- Team Leader, Wealth Support, St George Private Clients @ BT Financial Group
- Senior Paraplanner, St George Private Clients @ BT Financial Group
- Financial Advisor @ Fiducian Financial Services Sydney
- Manager, Client Services and Paraplanning @ Fiducian Financial Services Sydney
- Advisor Assistant @ Fiducian Financial Services Sydney
- Office Manager and Paraplanner @ Maureen O'Brien Financial Services
Wendy Cross's Education
- University of New England (AU)
(Psychology)
2018 - 2020 Masters (Finance)
2012 - 2016- Deakin University1999 - 2004
- Securities Institute of Australia1996 - 1999
- Duval High School1985 - 1990
Wendy Cross's Skills
- Ability To Create Strong Rapport With Clients
- Financial Advisory
- Excellent verbal and written communication skills
- Planning
- Business Relationship Management
- Proactive In The Delivery Of Clients Solutions/Service
- Business
- Retirement Planning
- Mortgage Brokers
- Financial Planning
Wendy Cross's Summary
Wendy Cross, based in Terrigal, New South Wales, Australia, is currently a Practice Improvement Training Consultant at Ioof Holdings LTD, bringing experience from previous roles at National Australia Bank, CCFM Financial Group and Bt Financial Group. Wendy Cross holds a 2018 - 2020 University of New England (AU). With a robust skill set that includes Ability To Create Strong Rapport With Clients, Financial Advisory, Excellent verbal and written communication skills, Planning, Business Relationship Management and more, Wendy Cross contributes valuable insights to the industry. Wendy Cross has 1 email on RocketReach.
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