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 dont 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 Director and Co-Founder of PWM Advice. Penny has worked in the Financial Service Industry for many years starting at Westpac in 1998, then having a hiatus for a short time to raise her 4 daughters. Then in 2014 Penny Co-Founded PWM Advice.
Rose is the Senior Financial Adviser at PWM Advice. Rose has been with PWM Advice for over 5 years and has extensively grown her knowledge and expertise within the business. Currently Rose is studying a Masters Degree in Financial Planning.
Heather is the Office Manager here at PWM Advice. Her role includes welcoming clients, managing client meetings, talking clients through the implementation process, delegating tasks, and organising Rose's roster. Heather is what we call a "girl boss", being a Mum of 2 toddlers, and 2 dogs, and also studying a Certificate 4 in Finance and Mortgage Broking.
Kelly is the Senior Paraplanner here at PWM Advice. Kelly has been with PWM for over 5 years and has become an attentive and careful planner. Kelly has also formed many strong relationships with the clients.
Caitlyn is the Executive Assistant here at PWM Advice. Caitlyn’s role includes organising all PWM Advice events, managing our social media accounts, website, advertising, and marketing. Caitlyn has begun her university studies Bachelor of Business – Marketing.
Telisa is one of our Paraplanners in training, working beneath Kelly and Rose, Telisa is quickly becoming a dedicated Paraplanner, though wishes to peruse a career in financial planning in the future. Telisa has begun her Graduate Diploma of Financial Planning this year and is rising to the role.
Liam is our school-based trainee. Liam has been training to become a Paraplanner and has worked hard to achieve results. Liam specialises 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.