I was born in Nowra NSW and grew up in Tasmania as a young child. We moved around a lot as Dad was in the navy and then started managing hotels. Moving schools wasn’t as hard as it may have been, as I have a twin sister, so we always had each other for support. We eventually moved to Perth when I was in year 5.
Following school, I wasn’t sure what I wanted to do so got my first job working for the Grain Pool of WA, in Accounts admin and then Contract admin buying and selling grain to farmers around WA.
I decided to go travelling in 1997. Working for Deutsche Bank in the UK, was where I started my enjoyment in the finance industry. Returning to WA, I realised I wasn’t quite ready for the quieter pace of life, so moved to Sydney and joined Deutsche Bank there for a couple of years. I finally decided to come home to WA in 2003.
I worked my way through various roles in finance including, stock broking, client services, paraplanning, operations and compliance before deciding on a financial advisor. I joined Blueprint Wealth in 2014.
I have a partner and a teenage daughter who keeps me busy with her netball. We love to try new restaurants, play board games and enjoy getting out and about on weekends.
Peta holds an Advanced Diploma in Financial Planning, is SMSF accredited and is a Fellow Chartered Financial Practitioner.
Peta Winkless is an Authorised Representative of Akumin Financial Planning Pty Limited.
Blueprint Wealth has a unique, dedicated Financial Advisor and Associate Advisor system which ensures you always have at least two people you can contact directly with any enquiries. Peta Winkless works closely with Associate Advisor, Anthony Nguyen and Relationship Manager Theuni Herath, who oversees the implementation of the financial plan and ensures it is completed as smoothly and quickly as possible.
