Wendy Roper Email & Phone Number
Financial Planner @ Bridges Financial Services
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Wendy Roper Location
- Melbourne, VIC, AU
Wendy Roper Work
- 2022 -now Financial Planner @
- 2021 -2022 Principal Financial Adviser @
- 2019 -2021 Principal Financial Adviser @
- 2011 -2019 Senior Financial Planner @
- 2005 -2010 Senior Financial Planner @
- 1994 -2005 Financial Planner @
Wendy Roper Education
- Deakin University
Certified Practicing Accountant
1995-1999 - Tax Practitioners Board 2017
- Deakin University
- Monash University
Bachelor of Business (Accounting)
Wendy Roper Skills
- Superannuation
- Wholesale Banking
- Wealth
- Wealth Management
- Investment Strategies
- SMSF
- Income Protection
- Finance
- Retirement Planning
- Strategic Financial Planning
- Financial Advisory
- Wealth Accumulation
- Wealth Management Services
- Investments
- Investment Advisory
- Holistic Financial Planning
- Pensions
- Financial Services
- Personal Financial Planning
- Financial Planners
- Asset Allocation
- Debt Management
- Retirement
- Financial Risk
- Estate Planning
- Portfolio Management
- Banking
- Relationship Management
- Investment Management
- Equities
- Retail Banking
- Risk Management
- Financial Planning
- Microsoft Excel
- Financial Analysis
- Management
Wendy Roper Summary
- Wendy Roper, based in Melbourne, VIC, AU, is currently a Financial Planner at Bridges Financial Services. Wendy Roper brings experience from previous roles at IOOF Holdings Ltd, National Australia Bank and Commonwealth Bank of Australia. Wendy Roper holds a 1995 - 1999 Certified Practicing Accountant @ Deakin University. With a robust skill set that includes Superannuation, Wholesale Banking, Wealth, Wealth Management, Investment Strategies and more. Wendy Roper has 1 emails on RocketReach.
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