KD

Kandi Dunn

Finance Strategist at WiZDOM Group

Kandi Dunn is a seasoned finance professional with a diverse background in finance strategy and brokerage, currently serving as a Finance Strategist at WiZDOM Group since January 2024. Prior to this role, Kandi worked as a Finance Broker at Loan Market from October 2021 to January 2024, specializing in assisting first home buyers and clients with complex company and trust structures, with experience in various financing options including home and investment loans, commercial loans, and equipment finance. Kandi also held the position of Director at Your Finance Specialist Pty Ltd from September 2010 to October 2021, and has experience as a Finance Manager at Dynamic Finance Solutions Pty Ltd and as a Client Relationship Manager at PIC Group. In addition to finance expertise, Kandi contributed to child and youth support services at Family Centered Support Services, emphasizing crisis prevention and intervention. Educational credentials include training from Intellitrain, MFAA, FARSTA, Tribeca, and Oakbank Area School.

Location

Stanthorpe, Australia

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WiZDOM Group

WiZDOM is a group of highly skilled professionals who aim to provide a comprehensive range of professional services for the serious property investor. The WiZDOM Group is driven by Knowledge, Experience and Integrity We take a holistic approach and endeavour to assist our clients create wealth by providing strategic and detailed asset protection, structuring, taxation, finance, legal and insurance advice. Each group of professionals can work independently of each other or as a “One Stop Shop” working together for the good of our clients providing streamlined property investment services. The Professional Services provided by WiZDOM are: WiZDOM Loans - Finance Strategy and Support - Investment Lending - Development/Commercial Finance - Complex Loan Structuring and Advice WiZDOM Accounting - Property and Business Tax Advice - Tax Return Preparation and Lodgement - Year End Tax Planning - Bookkeeping and Cloud Accounting - SMSF Compliance and Annual Audit WiZDOM Advisory - Superannuation Advice and Consolidation - SMSF Set Up and Implementation - Ongoing SMSF Strategy Advice - Estate Planning - Property Investment Advice - Personal Insurance Advice - Business Risk Insurance Investor Pacific Structures - Asset Protection Structures - Company/Trust Set Up with Legal and Accounting Advice Pacific Law - Conveyancing - QLD, NSW, VIC, WA - Companies and Trusts - structures for business and investing - Business - buying and selling, Leases and Franchises - Property Development and Joint Ventures - Succession Planning - Wills and Power of Attorney - Deceased Estate - Retirement Villages, Manufactured Home Park or Aged Care Facility - sales and purchase advice. Knowledge | Experience | Integrity


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Employees

51-200

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