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Wendy Tancred
(B Com CPA Dip FP CFP CSM Grad Cert Mgmt FASFA F Fin FAICD)
State Head Financial Planning at Westpac/BT Financial Group
Wendy has had over three decades of experience in the financial services industry and has held a variety of roles with AMP including technical, business development and marketing functions.
Whilst at Westpac, she had a number of positions within Financial Planning and was State Head of Westpac’s Private Bank in Queensland.
Wendy was Managing Director of MAP Funds Management Ltd from 2005 to 2011.
MAP is a financial services group of companies, incorporating Funds Management, Superannuation Fund and Financial Planning organisations.
She remained on the Board as a non-executive director after handing her role to a new CEO. Following a career break, Wendy has returned to Westpac as Head of their Financial Planning business in Queensland.
She is a Director of the Gregory Terrace Foundation, Chairman of the Australian Dental Association Foundation Advisory Board, Chair of the ASFA Executive Committee for Queensland and lectures on superannuation and insurance within the Masters of Commerce program at the University of Queensland.
