Wendy Morgan

About Wendy Morgan

Wendy is a Small Business Financial Counsellor based in Rockhampton. She supports Central Queensland businesses in Rockhampton and Central Highlands areas.

Wendy is a Central Queensland local, having raised her family in Yeppoon and then relocating to Rockhampton. She brings with her substantial financial knowledge from banking, a career with the Australian Taxation Office and most importantly from many years of running family businesses.

Wendy understands the challenges of small and family businesses at the most granular level and also brings a high level knowledge of legislation, processes and procedures to the conversation. She is passionate about empowering people to experience success in their businesses and supporting them through the trials with authenticity, empathy and guidance.

Outside of her professional life, Wendy is a cake decorator, artist, animal lover and enthusiastic Grandma to equally enthusiastic grandchildren that keep her on her toes.

Wendy was a recipient of an Australia Day Gold Medal for her services to the health and wellbeing of her professional community. She is looking forward to bringing her skills, communication and passion for helping people succeed to assist the local small business community.

Wendy works with a team of Financial Counsellors located throughout Southern Queensland.

Request an appointment

To request an appointment with Wendy, please fill out your details below. Wendy will be in touch to confirm your appointment as soon as possible.