We operate around your financial journey
PWM Advice works a little differently. We look beyond the numbers to see your lifestyle and the people behind the figures. Rather than focus on individual services we want to understand how you live and what your financial goals are, no matter what stage of life you're in.
We don't do kick backs, just advice
PWM Advice works for you and not major software, advisory or tech companies. If we think you need help, we will only refer you to people we trust and use ourselves. We will never accept kick backs or compromise your information.
Equality is very important at PWM Advice
We pride ourselves on treating everyone equally. We see everyone as an individual, which allows us to all connect with different types of clients from all stages of life.
MEET OUR TEAM
Penny is the Owner and Director 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 is a Justice of the Peace (JP) in NSW, holds a Certificate IV in Mortgage Broking and a Diploma of Financial Planning.
Darren's is a Financial Adviser offering a broad range of solutions to the PWM Advice clients. Darren holds a Master of Financial Planning, is a Fellow Charter Financial Practitioner, an Accredited listed Product Adviser, a Self Managed Super Fund accreditation, a Margin Lending Accreditation, an Advanced Diploma of Financial Planning, Graduate Diploma of Business Administration and a Diploma of Financial Planning.
As of the 1st of July 2024 Liam has started undertaking his Professional Year to become a Financial Adviser, over the course of the next twelve months he will undertake many tasks to achieve this goal. Liam specialises in analysing and researching solutions for our clients, he then creates the portfolios for our clients, creates the right insurance outcomes and then creates the Statements of Advice and Records of Advice ready for presentation. Liam has completed a Certificate 3 in Accounts Administration and a Certificate 4 in Accounting and Bookkeeping, a Graduate Certificate in Financial Planning, he is completing a Graduate Diploma in Financial Planning.
Bella is the Practice Manager for PWM Advice, after starting with us earlier in the year Bella has build strong relationships with our clients, our business partners and her team.
Bella's role is managing the day to day operations of the business and taking care of the requirements of our clients. Bella ensures all PWM Advice clients, either new or existing are welcomed and Bella excels at Customer Service.
Abbey is one of our Senior Associates working closely with and supporting the Financial Adviser in finding ways that we can improve our clients' circumstances. Abbey makes sure we are meeting our ongoing obligations with our clients and creates all the processes and documentation to ensure our clients are receiving the best possible service every time.
Caylee is one of our Senior Associates working closely with and supporting the Financial Adviser in finding ways that we can improve our clients' circumstances. Caylee works with Abbey to make sure we are meeting our ongoing obligations with our clients and creates all the processes and documentation to ensure our clients are receiving the best possible service every time.
