Angie Menendez

Senior Financial Planner & General Manager

Bachelor of Commerce (University of Sydney)
Graduate Diploma in Applied Finance (Kaplan Professional)
Diploma in Financial Planning (Kaplan Professional)

I'm passionate about assisting people reach their potential and see my role as a financial planner to help clients achieve their goals. As a mum to two beautiful girls and a boy, I understand the financial concerns and needs of young families and people wishing to make beneficial financial changes in their lives. To me financial planning is all encompassing. It impacts on many different facets of my clients lives and I feel privileged to have the opportunity to guide my clients through a plan that benefits them holistically.

I also have a gorgeous little fur-baby named Clooney (yes...as in George). He is a black poodle cross and we are hoping that he lives up to his name and gets the salt and pepper look as he ages.

Terry Panigiris , Angela Menendez, Elise Hamill, Nicholas Bregolin, Maksym Mashkivskyy (Maks Mash) and CBD Corporate Financial Centre Pty Ltd t/as CBD Advisory are Authorised Representatives of ASVW Financial Services Pty Ltd.
ABN 27 007 261 083 I AFSL 446176.

Any of our content that may be considered to be advice has been prepared without taking account of your objectives, financial situation or needs. Before you act on the advice, you should consider whether it is appropriate to you, having regard to your objectives, financial situation and needs. Where this advice relates to the acquisition of a financial product, you should obtain and consider the Product Disclosure Statement for the product before you make a decision about whether to acquire the product.

Our Web content is not financial product advice. In particular, it is not intended to be a recommendation or statement of opinion or to influence you in relation to making any decision about a financial product.

PRIVACY POLICY