Learn about PWM Advice business

The people you trust is what matters the most.

Trust is built with time, connection and understanding. We get that and want to put in the effort to build your trust.
Our team wants to understand how you want to connect with your future and what steps can be taken to achieve wealth.

We operate around your financial journey

PWM Advice works a little differently. We look beyond the numbers to see your lifestyle and the people behind the figures. Rather than focus on individual services we want to understand how you live and what your financial goals are, no matter what stage of life you're in.

We don't do kick backs, just advice

PWM Advice works for you and not major software, advisory or tech companies. If we think you need help, we will only refer you to people we trust and use ourselves. We will never accept kick backs or compromise your information.

Equality is very important at PWM Advice

We pride ourselves on treating everyone equally. We see everyone as an individual, which allows us to all connect with different types of clients from all stages of life. 


Penny Tindall JP

Penny Tindall JP
DipFinPlan Cert IV (Mort)
General Manager

Penny is the Owner and Director of PWM Advice. Penny has worked in the Financial Service Industry for many years starting at Westpac in 1998, in 2014 Penny Co-Founded PWM Advice. Penny is a Justice of the Peace (JP) in NSW, holds a Certificate IV in Mortgage Broking and a Diploma of Financial Planning.

Darren Tindall

Darren Tindall
MFinPlan FChFP ALPA SMSF ML AdvDipFinPlan GradDipBusAdmin DipFinPlan
Principal Financial adviser

Darren's is a Financial Adviser offering a broad range of solutions to the PWM Advice clients. Darren holds a Master of Financial Planning, is a Fellow Charter Financial Practitioner, an Accredited listed Product Adviser, a Self Managed Super Fund accreditation, a Margin Lending Accreditation, an Advanced Diploma of Financial Planning, Graduate Diploma of Business Administration and a Diploma of Financial Planning.

Liam Cole

Liam Cole
Certificate III Accounts Administration Certificate IV in Accounting and Bookkeeping Graduate Certificate in Financial Planning
senior Analyst

Liam specialises in analysing and researching solutions for our clients, he then creates the portfolios for our clients, creates the right insurance outcomes and then creates the Statements of Advice and Records of Advice ready for presentation. Liam has completed a Certificate 3 in Accounts Administration and a Certificate 4 in Accounting and Bookkeeping, a Graduate Certificate in Financial Planning, he is completing a Graduate Diploma in Financial Planning that will lead to a Master of Financial Planning.

Isabella Ramirez

Isabella Ramirez
senior Associate

Bella is one of our Senior Associates for PWM Advice. Bella's role is managing the day to day operations of the business and taking care of the requirements of our clients. Bella ensures all PWM Advice clients, either new or existing are welcomed and Bella excels at Customer Service.

Abbey Rose

Abbey Rose
Senior Associate

Abbey is one of our Senior Associates working closely with and supporting the Financial Adviser in finding ways that we can improve our clients' circumstances. Abbey makes sure we are meeting our ongoing obligations with our clients and creates all the processes and documentation to ensure our clients are receiving the best possible service every time.

Ellie Trindall

Ellie Trindall
Certificate III Accounts Administration Certificate IV in Accounting and Bookkeeping

Ellie is working part time with PWM Advice while she completes studies at university, Ellie's role is to support the Senior Associates and to ensure all client interactions are completed in accordance with the highest levels of professionalism.

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PWM Advice CAR #1274992 | ABN 25 632 502 526 | InterPrac Financial Planning Pty Ltd ABN 14 076 093 680 | AFSL #246638 | Address: Level 8, 525 Flinders St  Vic 3000
© 2023 PWM Advice All Rights Reserved

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