Practice Principal and Senior Private Client Adviser
B.Sc (Hons) UNSW, Graduate Certificate in Financial Planning, Certificate in Self Managed Superannuation.
Member Association of Financial Advisers, SMSF Professionals of Australia and NSW Justices Association.
Penny is a scientist by training, an investment researcher and leader by experience, and a kid from the bush by birth. Her values come from growing up in a family farming business. She is passionate about helping people, knowledge, cooking great food and spoodles.
Penny founded EagleView Financial in 2009 as a boutique business. It was a classic mid life change after two successful careers in the big end of town firstly as a Head of investment research, then later managing hundreds of millions of dollars invested in property and agriculture.
The idea for her business name, EagleView, was born in the Great Bear Rainforest in north west Canada. One of her clearest memories of that trip is of bald eagles sitting high in the tree tops of a foggy temperate rainforest. Eagles have an important symbolism in many ancient cultures as a messenger of courage and wisdom. Their spirituality resonates with her ability to see the big picture, yet with an eye for detail.
What her peers say about Penny
“I highly recommend Penny as a through and dedicated financial planner. Penny made a conscious decision to be a financial planner because she wanted to make a difference to people’s lives, and furthermore she has set up her own practice to ensure she has a long term relationship with her clients. Penny ensured she was in the best place to put her clients first”.
Nina Wittenden, Experienced financial services executive. October 2014
“Penny is an experienced and consummate financial services professional. I would confidently recommend Penny as a highly competent and caring financial adviser”
Tim Steele, General Manager NAB Financial Planning at National Australia Bank. September 2014.