About Wendy Ross, Netwealth Financial Adviser

Wendy Ross is a Financial Advice Provider (FSP477026) and holds a license issued by and regulated by the Financial Markets Authority to provide financial advice on General Insurance.  With 24 years of insurance industry experience, Wendy is committed to providing an excellent service to all new and existing clients with a focus on providing clients with a personal, professional experience.

Wendy takes pride in making the experience as quick, easy, and friendly as possible, and follows a six step process:

Meet and Chat – Get to know you either by phone, zoom or in person

Identify – Gather client information and data about you and your situation

Analyse – Analysing and evaluating your position

Report – Develop and present a recommendation

Implement – Completion and submission of documents

Review – Monitor and review