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