About Wendy

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Wendy Kayal

Wendy Kayal – Partner, Financial Adviser and Finance Specialist

Wendy Kayal is known for her pragmatic solutions and ongoing client support. 

Wendy is a CPA, Certified Finance Specialist through AFG (credit licence no. 389087) and is an Authorised Financial Adviser through Wealth Today Pty Ltd (AFSL no. 340289). 

She is responsible for the finance, lending and financial planning division of Money Intelligence. She has completed a Bachelor of Computer Science, Diploma of Financial Services (Financial Planning) and CPA Program and many short courses in accounting and tax. She has also completed MYOB certification and is our resident MYOB and Xero expert.  

Wendy has been an integral part of the team since its inception. She started helping Susan with the business in the mid-1990s, working from home doing tax returns while looking after her children. Her loyalty and dedication to the team mean she will be a familiar face for many years to come. Wendy does more than 40 hours of professional development training in accounting, financial planning and tax each year, which allows her to take a holistic view of your finances.

 

 

Wendy is big on family. She is a super mum and is always there for everyone in times of need especially her two children. Wendy is kind, understanding and very dependable. She is extremely generous and selfless. Wendy is a great multitasker and is very open minded and easy going. Wendy is an amazing cook, particularly in Middle Eastern cuisine. She consistently works on improving and deepening her knowledge through reading and courses.

Wendy feels strongly about social and justice issues and strives to pass this to her children.

About Wendy

Professional Education

 

Kaplan Professional

Diploma of Financial Planning
2008

CPA Australia

CPA Program
2017

 

University of Western Sydney

Bachelor of Applied Science
1992

Memberships and Affiliations

  • CPA Australia member

  • NTAA member

  • Wealth Today Pty Ltd Authorised Representative

  • Tax Practitioners Board

  • FBAA

Leadership and Business Training

  • Sandler Training

  • Australian Women's Network

  • Athena Network

  • Emotional Productivity Course – Angela Heise

 
 

 
Maria Stavrinides

“Firstly, a big thank you to Wendy for the great outcome of the remission of interest. It is so reassuring to know that I’ve got someone working so hard to help out in such a big way.”

Maria Stavrinides, Execu Coach

“Wendy, you are my money angel. I cannot believe where I am now financially, and it’s all because of the two of you. With much love and appreciation.”

Allan Hopper, Hopperound Travel

Allan Hopper