Gwendolynn Vela

Gwendolynn Vela is an experienced Senior Paraplanner at State Trustees since July 2021, having previously served as a Paraplanner at ICG Financial Planning and National Australia Bank (NAB), where Gwendolynn held various roles including Team Leader, Client Service and Team Leader - Broker Payment Services. Gwendolynn’s extensive background in financial services includes managing teams, preparing performance reports, ensuring compliance, and optimizing client data management. Educated with a Bachelor of Arts in Economics and Psychology from The University of British Columbia, along with multiple financial planning certifications, Gwendolynn has a proven track record in enhancing financial planning operations and client support.