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
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 22
- First year providing advice 2018
- Years of experience 6
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Highest qualifications
- Bachelor of Business (Leadership and Management)
- Bachelor of Commerce (Accounting and Finance)
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Language spoken
- English
Insight Wealth Planning
24 Alma RdNew Lambton, NSW 2305
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Gps Wealth Ltd
AFSL 254544