We operate around your financial journey
PWM Advice works a little differently. We look beyond the number to see the lifestyle and the people behind the figures. Rather than focus on individual services we want to understand how you live and what are your financial goals, no matter what stage of life you're in.
We don't network our clients or push products upon your financial planning. PWM Advice works for you and not major software, advisory or tech companies. No kick backs, no networks and no compromised information. Just quality advice.
We don't do kick backs, just advise
Equality is very personal at PWM Advice
We are a female operated and ran business. We pride ourselves on this because we believe it’s important for there to be women in high roles in a male dominated industry. We are all individuals, and we are all very diverse in age, which allows us to all connect with different types of clients from all age groups.
Penny is the Senior Financial Adviser, Director and Co-Founder 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.
Charley is a Senior Financial Adviser here at PWM Advice. Charley has been in the Finance and Financial Services industry since 2008 where he has owned and operated his own Mortgage Broking and Financial Advice business.
Heather is our Office Manager. Heather’s role includes welcoming clients, organising meetings and managing databases, client appointment scheduling, making client phone calls to follow-up information, writing client letters and organising the advisers meetings and calendar. Heather currently holds a Certificate 4 in Finance and Mortgage Broking.
Caitlyn is our Executive Assistant. Caitlyn’s role includes acting as a main point of contact for the advisers, assisting the advisers and members of the team, organising meetings, handling correspondence directed to managers, making travel and accommodation arrangements, organising all PWM Advice events, managing our social media accounts, website, advertising, and marketing. Caitlyn is currently studying a Bachelor of Business – Marketing.
Telisa is our Paraplanner. Telisa’s role includes preparing Statement of Advice documents and updating Statement of Advice templates, preparing Record of Advice documents, preparing financial planning file notes, performing financial modelling and comparing different financial planning modelling scenarios for clients.
Chloe is our Administration Assistant. Chloe’s role includes directly assisting the Office Manager, answering and directing phone calls, preparing documents for meetings, greeting and directing clients, entering data and filing.