Advice

We believe that Financial Advice should be accessible to everyone, it is not just for the wealthy or for older Australian’s and the younger you start the better.

Insurance

Getting the right advice from PWM about how you protect yourself or your business is essential.

Lending

At PWM Advice our focus is customer service by continuously taking ownership, following up and providing customers with frequent status updates.

About us

PWM Advice started in Orange and its surrounds in June 2014, we can offer so much more than just Advice and Protect What Matters now and into the future.

Having a meeting with us is very different from what you might expect, we have clients from all walks of life and most areas of Australia. Our main concern is creating a solution that is affordable and right for you.

We have made obtaining Financial Advice easy and affordable for many people who would not have accessed advice before and our services continue to be available to whoever should need it.

As a client of PWM Advice you will always be welcomed and not treated any different because of where you are in life, you will always be treated like family. Having said this though, if we are not the right people to help you, we get you in contact with the right person, to get the right outcome.

Meet your team

Penny Tindall JP DFP AFA

Authorised Representative / Director / Co-founder

Rose Hodgins DFP ADFP AFA

Authorised Representative

Anne Brazier

Office Manager

Kelly Vaughan

Paraplanner

Bridgette Featon

Adviser Assistant

Charley Martinez ADFP ADMB AFA

Authorised Representative / Mortgage Broker

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Years in busness

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Active Clients

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Active Policies

Penny co-founded PWM Advice in June 2014 out of one office at 14 Sale Street Orange and in September 2017 moved to a much larger location at Unit 2 /241 Lords Place Orange and changed our logo and name to PWM Advice + Insurance + Lending to encompass all the services the business can offer.

Experienced Banking and Financial Advice industry professional. Skilled in Business Operations, Workflow Management, Customer Relationship Management (CRM), and Asset Management.

Penny has completed the Diploma of Financial Planning, Penny is a Practitioner Member of the Association of Financial Advisers (AFA), holds a Certificate IV in Mortgage Broking and is a Justice of the Peace (JP) in NSW.

Penny is an Authorised representative of Synchron AFS License No: 243313.

Penny Tindall JP DFP AFA

Penny Tindall

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Rose started as a trainee with PWM in September 2015 and brought to PWM a positive and fresh approach that our clients love. Rose has excelled with both business and financial studies, and moved from running the PWM office to seeing clients and assisting with all their personal and business needs.

Rose has a passion for helping younger Australian’s to understand their budget, Super, Insurances and how the earlier the start, the better the result can be achieved.

In 2016 Rose was a finalist for NSW trainee of the year, Rose was a Finalist in the 2017 Orange business awards for Customer Service, Rose has been nominated for the prestigious Young Leaders in Finance Award 2018 for Regional Professional of the Year Award and a nominee for the 2018 Rising Star of the year award.

Rose has completed the Diploma of Financial Planning (DFP), the Advanced Diploma of Financial Planning (ADFP) is a Practitioner Member of the Association of Financial Advisers (AFA) and Rose is registered with the Tax Practitioners Board as a Tax (Financial) Adviser. Rose is currently studying the Masters of Financial Planning.

Rose Hodgins is an Authorised representative of Synchron AFS License No: 243313.

Rose Hodgins DFP ADFP AFA

Rose Hodgins

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Kelly has been with PWM Advice since 2016 and over the three years Kelly’s industry knowledge and skills have grown so she can ensure she adds value to each clients strategy.

Kelly has immaculate attention to detail, a passion for saving our clients money where she can and offers her research insights into every clients budget, cash flow, investments and insurances and makes sure the best outcome is achieved for all clients in consultation with the Advisers.

Kelly Vaughan

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The PWM Advice Office Manager is Anne Brazier.

Anne was born here in the Orange Region and has returned after many years living and working in Western Australia and Queensland.

Anne has brought an added level of fun and professionalism and ensures our business structure is client focused.

Anne’s voice will likely be the one you here when you call and book in to see one of Advisers and Anne will greet you when you come in and see us at our office.

Anne is currently studying a Certificate IV in Leadership and Management through VERTO.

PWM Advice Why

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On Friday the 29th of Movember 2019 PWM Advice will be hosting our next Movember event.

This year we have booked EMUs Rugby Club, we will have the BBQ going, full bar facilities, massive amount of prizes and give away’s

Encouraging Courageous Conversations

Call 02 6360 1232 for more info

PWM Advice Movember Event 2019

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