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.
Wendy Shan单女士
Wendy Shan 在新西兰金融行业拥有近十年的经验。她于 2025 年 4 月重返 JBWere 担任董事，与 Jon Tierney 和 Lisa Connor共事。
Wendy 采取团队协作的方式管理客户的财富。她热衷于建立稳固的客户关系，并帮助客户实现长期的投资目标。她提供的服务包括为客户量身定制投资组合、为高净值个人和家族信托提供投资咨询服务，以及为通过新西兰“积极投资者+签证”项目获得永久居留权的客户提供专业支持。
Wendy拥有梅西大学金融学研究生文凭，是一名注册理财投资顾问。她能说流利的英语和普通话。
在工作之外，Wendy喜欢与家人和朋友共度美好时光、热衷于健身以及旅行.