"The part of the job that is most rewarding for me is that I love giving young people the opportunity to join a strong firm focused on helping people for the right reasons. Seeing them begin to undertake a career in finance that will make the industry strong, diverse and fresh, makes me proud to have co-founded this business."
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. Penny’s role includes analysing and understanding a client's situation, monitoring investments for clients, making recommendations on superannuation, investments and retirement planning and helping clients meet their financial goals. Penny is a Justice of the Peace (JP) in NSW, holds a Certificate IV in Mortgage Broking, a Diploma of Financial Planning, is registered with the Tax Practitioners Board, is a practitioner member of the Association of Financial Advisers (AFA) and a practitioner member of the Association of Independently Owned Financial Professionals (AIOFP).