CERTIFIED FINANCIAL PLANNER ® professional
In 1994, Glenda commenced working at Westpac Financial Planning as an assistant to Senior Financial Planners. In 1999, she commenced working as a Portfolio Planner at Westpac, working and assisting existing financial planning clients in all aspects of their financial planning needs. Areas of expertise were wealth creation, retirement planning and small exposure to Self-Managed Super Funds. Glenda completed her Diploma of Financial Planning in 2002 at Deakin University. Glenda has also achieved the highest qualification for financial planners in Australia, the Certified Financial Planner® professional designation, in 2008.
In February 2003, she commenced working as a Financial Planner at RACQ Financial Planning (previously known as QT Financial Planning). Glenda has been responsible for looking after a client base of approximately 160 fee paying clients and maintaining a professional relationship and ensuring their individual goals are being met by creating and implementing specific strategies. Her area of expertise is mostly retirement planning with growing focus on wealth creation strategies with the younger market.
Glenda is an associate member of the Financial Planning Association of Australia (FPA).
Glenda is also a member of Rotary at Sunnybank Hills.