Wendy Kayal - Partner, Financial Adviser and Finance Specialist

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

Wendy is a CPA, Certified Finance Specialist through AFG (Credit licence no. 389087) and is an Authorised Financial Adviser through Spectrum Wealth Advisers Pty Ltd (AFSL no. 334400). 

She is responsible for the finance, lending and financial planning division. She has completed a Bachelor in Computer Science, Diploma in Financial Services (Financial Planning) and many short courses in accounting and tax. She has 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 loves to spend her precious weekends with her kids, going to the movies and shopping with daughter! She loves discovering new places and meeting people and is a valued member of her church. She is now happy that both her children, Janette and Michael, are completing their university degrees. She is a proud mum.

 

Education

University of Western Sydney
Bachelor of Science, 1992  

CPA Australia
CPA Program, 2017

Kaplan Professional
Diploma of Financial Planning, 2008   

Memberships & Affiliations

  • CPA Australia member

  • NTAA member

  • Spectrum Wealth Advisers

  • Tax Practitioners Board

Leadership & Business Training

  • Sandler Training

  • Australian Women's Network

  • Athena Network


Firstly, a big thank you to Wendy for the great outocme 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
Both Susan and Wendy are my money angels - 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

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