Hillross

Wendy Yates
Financial Planner FChFP
MJO Financial. Suite 7, 14 Albert Street, Blackburn VIC 3130
Authorised Representative and Credit Representative of Hillross Financial Services Limited.

Wendy commenced in the Financial Services industry in 1989 where she worked predominately in customer service. Her passion and enthusiasm working with clients is evident through the Financial Planning process. Her eye for detail is integral to her developing and introducing detailed polices into the business. Her thirst for knowledge and professional growth has seen her recently complete further studies and become a Fellow Chartered Financial Practitioner.

What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Fellow Chartered Financial Practitioner

Areas of
Expertise

Corporate superannuation
Estate planning
Investments
Retirement
Self Managed Super Fund

Wendy's ideas of Financial Freedom

In a nutshell Financial Freedom to me means being able to stop and smell the roses, appreciating the small things in life and enjoying the time I spend with the people I love.

The Hillross corporate advisory firm is responsible for the content of this page. Other than as required under consumer protection law or the Corporations Act 2001 (Cth), under no circumstances will Hillross Financial Services Limited and its related companies be liable for any loss or damages caused by a user’s reliance on the content of this page.

Some quick facts about Wendy

28 Years Experience

Wendy speaks:

English

You can meet Wendy:

In our office
Phone meetings

Contact Wendy directly:

Ph. 03 9894 0533
Request a meeting

MJO Financial

Suite 7, 14 Albert Street, Blackburn VIC 3130
Ph. (03) 9894 2722
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