Tegan Delmoro

Insight Wealth Planning

Bronze
4 Yrs Experience
New Lambton, NSW 2305

Tegan loves working with people in all stages of their financial planning journey. She is skilled with making complex concepts simple and easy to understand, whilst being able to deliver comprehensive and quality outcomes that are tailored to each of her clients.

Tegan has a genuine interest in helping people grow their knowledge about finance. She is patient & willing to spend the time building up a client’s background knowledge on the strategies and ideas that are in their future to encourage people to move forward with great decisions. She is a friendly ‘people person’ by nature, is very approachable. In Tegan’s eyes, there are no silly questions, only opportunities to grow the confidence of the person she is working with, in an area that she has expertise in.

Tegan often works directly with our Director’s and senior financial planners on intricate cases extending her knowledge, it’s a constant source of energy and momentum in our tight team. Her professionalism and strong technical background offer excellent support for clients looking to plan well and solve financial enigmas with proven strategies.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.95
  • Number of reviews 7
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualifications
    • Bachelor of Business (Leadership and Management)
    • Bachelor of Commerce (Accounting and Finance)
  • Language spoken
    • English

Insight Wealth Planning

24 Alma Road
New Lambton, NSW 2305

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Gps Wealth Ltd

AFSL 254544