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 t he effort to build your trust.
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Learn about PWM Advice business

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.

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PWM Advice team members

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

PWM Advice team members

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 Tindall
Learn more!

Penny Tindall

BUSINESS DIRECTOR JP DFP AFA

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 Martinez

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.

Charley Martinez
Senior Financial Adviser
Learn more!

Heather Biega

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. 

Heather Biega
OFFICE MANAGER
Studying Certificate 4 in Mortgage Broking

Caitlyn Benton

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.

Caitlyn Benton
EXECUTIVE ASSISTANT
Studying a Bachelor of Business – Marketing

Telisa Schumacher

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.

Telisa Schumacher
PARAPLANNER

Chloe Webb

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.  

Chloe Webb
Administration Assistant

Liam Cole

Liam is our school-based trainee. Liam has been training to become a Paraplanner and has worked hard to achieve results. Liam specializes in research and collecting data, as well as doing budgets and plans. Liam is currently finishing year 10, and has already completed the first year of his studies in Certificate 3 Accounts Administration.

Liam Cole
PARAPLANNER
Certificate 3 Accounts Administration
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Want to take the next steps?

Email: advice@pwmadvice.com.au | Call: 02 6360 1232 | Address: 2/241 Lords Pl, Orange, NSW, 2800
PWM Advice ACAR #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

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