angie menendez

STATS:

B. Commerce degree (USYD)
Graduate Diploma Applied Finance (Kaplan)
Diploma Financial Planning (Kaplan)
Financial Adviser and Coach
Authorised Representative of Consultum

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 a beautiful baby girl, 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.

OFFICE ADDRESS:
SUITE 1501A LEVEL 15
WESTFIELD TOWER 2
101 GRAFTON STREET
BONDI JUNCTION NSW 2022

PHONE: 02 9369 5333
EMAIL: ADMIN@CBDADVISORY.COM.AU
MAILING ADDRESS: PO BOX 1688 BONDI JUNCTION NSW 1355

Terry Panigiris , Angela Menendez, Jacqui Irwin, Franciny Lima and CBD Corporate Financial Centre Pty Ltd t/as CBD Advisory are Authorised Representatives of Consultum Financial Advisers Pty Ltd. ABN 65 006 373 995 I AFSL 230323.

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.