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 in the Central West of NSW in June 2014.

At PWM Advice we can offer so much more than just Financial Advice and want to Protect What Matters now and into the future for all Australian’s no matter there personal circumstances.

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

Kelly Vaughan

Paraplanner

Charley Martinez ADFP ADMB AFA

Authorised Representative / Mortgage Broker

Heather Biega

Office Administrator

Holly Tindall

Office Administrator

Liam Cole

School Based Trainee

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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.

Penny is an experienced Professional working in Government, the Banking and Financial Advice industry working with the Attorney Generals Office, Births, Deaths and Marriages and Westpac.

Skilled in Business Operations, Workflow, Customer Engagement, Business and Personal Insurances and Asset Management.

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

Penny is the Sole Director and Secretary of Tindall Girls Pty Ltd trading as PWM Advice, which is registered with the Tax Practitioners Board as a Tax (Financial) Adviser (No. 25969512).

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

Penny Tindall JP DFP AFA

Penny Tindall

PWM Advice - http://pwmadvice.com.au

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

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 and Rose runs regular women’s workshops about financial literacy.

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. At the age of 23 Rose was nominated for the Orange Council elections.

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), is an Adviser Member of the Association of Independently Owned Financial Professionals (AIOFP) and Rose is registered with the Tax Practitioners Board as a Tax (Financial) Adviser (No. 25795284).

At the age of 24 Rose started studying the Master of Financial Planning (MFP), which Rose is currently undertaking.

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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Started in June 2014 we have grown over the past five years and have continually employed local people as trainees and looked to offer them a start in the Financial Advice industry.

We offer solutions for Personal and Business Insurances, Personal Superannuation, Investments, Budgeting and Savings solutions.

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