Karissa Penna

With more than 15 years of experience in the financial planning industry, I’m passionate about making financial advice simple, clear, and genuinely meaningful. Building strong, trusting relationships is at the heart of how I work — I want my clients to feel supported, understood, and confident about their financial decisions.

I spent part of my earlier career with Bridges in Bendigo before moving to Hobart to continue my work in financial advice, where I broadened my experience and deepened my understanding of the different challenges people face. After gaining valuable insights there, I returned home to Bendigo to support individuals and families with advice that feels personal, practical, and grounded.

I’m a Certified Financial Planner (CFP®) and hold a Master of Financial Planning, which simply means I’ve put a lot of time and care into building the knowledge needed to give reliable, professional advice.

What drives me is helping make the financial side of life feel a lot less daunting. I’m here to listen, talk things through in a way that’s easy to understand, and get to the heart of what matters most to you. Together, we’ll build a plan that feels right for your life and gives you real confidence about the future.