Wendy Kayal – Partner, Financial Adviser and Finance Specialist
Wendy Kayal is known for her pragmatic solutions and ongoing client support.
Wendy is a CPA, a Tax Agent and Certified Finance Specialist through AFG (credit licence no. 389087).
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.
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
Tax Practitioners Board
FBAA
Leadership and Business Training
Sandler Training
Australian Women's Network
Athena Network
Emotional Productivity Course – Angela Heise
“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
