Wendy Shan
Wealth Management Adviser
Wendy brings over a decade of experience in the financial services industry. She rejoined JBWere as a Director in April 2025, working in a team with Jon Tierney and Lisa Connor.
Wendy takes a collaborative, team-based approach to managing clients’ wealth. She is passionate about building strong relationships and helping clients achieve their long-term financial goals. Her work includes designing tailored investment portfolios, advising individuals and family trusts, and offering specialised support for clients obtaining permanent residency through New Zealand’s Active Investor Plus Visa program.
She holds a Bachelor of Economics and a Postgraduate Diploma in Finance from Massey University and is a registered Financial Adviser. Wendy is fluent in both English and Mandarin.
Outside of her professional life, Wendy enjoys spending quality time with family and friends, staying active at the gym, and travelling.