Summary

Tegan’s career in financial services began in 2016 whilst she was studying at the University of Newcastle. During this time, in between her studies, she has learnt to service all aspects of her clients’ advice journey. In 2018, Tegan graduated with a Bachelor of Commerce (Finance and Accounting) and a Bachelor of Business (Leadership and Management) and has since completed a Diploma of Financial Planning (DFP). With a ‘people person’ nature, Tegan loves getting to know our clients. Her main passion is to guide clients toward their vision of financial success and enjoy the freedom of living a life that they love.

Focus Areas

• Estate Planning
• Income Protection
• Life Insurance
• Superannuation
• Wealth Management

Education

B. Bus, B. Comm, Dip. FP, JP (NSW)