Vanessa Woodley

Leenane Templeton Wealth Management Pty Ltd

Gold
14 Yrs Experience
Newcastle, NSW 2300

Recent reviews

Leenane Templeton Wealth Management Pty Ltd

Level 2, 134 King Street
Newcastle, NSW 2300

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 6
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Commerce (Financial Planning)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Lt Advice Pty Ltd

AFSL 523026

4.90
6 Reviews
5
4
3
2
1
4.90
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

Sort by

4.75

"Today I had a lengthy initial telephone conversation with Vanessa as first step in becoming a client. Vanessa was very friendly, patient in hearing me explain our situation and offered information and advice with no hesitation on subjects I needed assistance with. I was very pleased with our initial contact and I am sure I will be seeking her assistance in the future. Denis"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I've been advised by Vanessa since 2010 when she took over from my previous adviser who was retiring. I've always been happy with her advice and my portfolio has continued to grow. Sentinel Wealth a great bunch of people and I trust them implicitly."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Vanessa has added a lot of value to our discussions regarding our financial future. She is well informed and organised and gently prompts us to get our affairs in order which we really appreciate."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Vanessa always talks matters thru with me and I feel confident in the investments and her forecast for the future performance of the portfolio"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Self Managed SuperFunds

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2006

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2006

Master of Commerce (Financial Planning)

Level
9 - Masters Degree
Institution
Western Sydney University (WSU)
Completed
2014

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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