MANDY WHITWELL

Mandy WhitwellMandy is the Senior Financial Planning Assistant.

Mandy has been with Busselton Financial Planning for over 6 years and specialises in “Financial Planning Questionnaires” and the preparation of “Statements of Advice” for our clients.  Mandy completed her Diploma of Financial Planning in February 2016.

Mandy has a background in finance and previously held the role of Financial Systems Analyst with Wesfarmers Group Treasury. This position contributed to relevant experience in dealing with, and familiarity of money markets. Prior to her role at Busselton Financial Planning Mandy helped her husband run their Steel Fabrication Business whilst raising their two teenage boys.

Mandy loves the outdoors, fishing, four wheel driving, snorkelling and is an avid West Coast Eagles fan.

Busselton Financial Planning
22 Cammilleri St Busselton WA 6280 - Phone (08) 9751 2977 - Fax (08) 9751 2988
ABN 31 003 369 100 - AFSL 221 557
Corporate Authorised Representative: Sentry Advice Pty Ltd
ABN 77 103 642 888 - AFSL 227748
Financial Advisor: Phil Harris DFS (FP) & Jim Creedon Adv.FP
Postal Address: P O Box 989 BUSSELTON WA 6280
Email: phil@bsnfp.com.au - jim@bsnfp.com.au
Phone: 08 9751 2977
Mobile: Phil: 0418 934 285 Jim: 0490 072 852