Hillross

Wendy Yates
Financial Planner FChFP
MJO Financial. Suite 7, 14 Albert Street, Blackburn VIC 3130

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.