Wendy Fergie

What advice would you give women today?

It is so important to build the best financial future available to you. Research though, shows we are not as rationale as we would think, making us fallible in our decision making. To avoid making poor decisions and achieve the best financial outcomes it is important to build your knowledge base and seek the help of experts in the process.

Wendy has 27 years of experience in the superannuation and finance industry, working in funds management and marketing roles, and holds a degree in Economics (Monash), a graduate diploma in Psychology (University of Melbourne) and is a CFA Charterholder. Key roles include Fixed Income Portfolio Manager/ Investment director at National Mutual /AXA Funds Management, Alliance Berstein and ME Bank/ IFM over fifteen years, Executive Director CFA Society Melbourne Board and more recently as Account Manager at Forethought leading the Superannuation team which conducts independent research for Industry Super Funds to provide insights and strategy on Members, Employers, Product and Brand.

Wendy is CIO for WealthPi, debt funding specialists; works for Emprevo a digital workplace platform managing key relationships with government, peak bodies and financial institutions; and advisor to EquiHealth development of a new asset class.

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