Having worked as a financial planner for 20 years and assisted a broad range of clients to plan and achieve their financial goals, Penny is recognised for her client centric approach. Drawing on her extensive background in corporate superannuation and accounting to deliver comprehensive and professional financial advice.
Penny is highly qualified with a Bachelor of Economics from Sydney University, Diploma in Financial Planning from Deakin University, and a Diploma in Superannuation Management from Macquarie University. She holds a Certified Financial Planner standing with the Financial Planning Association (FPA) and is also a Certified Practicing Accountant (CPA Australia).
Her areas of speciality are superannuation and retirement strategies, self-managed superannuation, strategic estate planning, managed investments and gearing.
Outside of the office, Penny enjoys hiking, traveling and spending quality time with her family and friends.