Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
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Reviewer opinions
About me
Tegan loves working with people early in their financial planning journey, making big decisions, like buying a home, taking on a home loan for the first time, or looking for investment ideas as their first experience in ‘investing’. She is skilled with making complex areas like life insurance and income protection simple, clear and easy to understand.
Tegan has a genuine interest in helping people to grow their knowledge about finance, she is patient, willing to spend the time building up client’s background knowledge on the strategies and ideas that are in their future and to encourage people to move forward with great decisions.
Her professionalism and strong technical background offer excellent support for clients looking to plan well and solve financial enigmas with proven strategies.
Authored by me:
Reviews
5
out of 5 starsDemme
Under 35 years old"Tegan gave me all the tools I need to continue to make the right financial decisions. Tegan explained everything so thoroughly and made my overall experience with a financial adviser very pleasant! "
17 Feb 2021Caitlin
Under 35 years old"Tegan was nothing but exceptional! I feel confident in the advice she provided - professional and experienced but still my felt personal needs were met. "
02 Dec 2020Bridget
Under 35 years old"Tegan is a similar age to me, so I felt really comfortable in approaching and talking to her about my goals. She could relate to what I was looking to achieve and was able to come up with a plan for me that was easy to understand.I will definitely be recommending her to all of my friends!"
14 Aug 2019My Expertise
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Budgeting
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Cashflow & Income
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Growing Assets
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Insurance & Protection
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Managing Debt
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Superannuation
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Wills & Estate
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Women's Finance
Key information
- Adviser rating
- Bronze
- Years Experience
- 3 Years
- Highest qualification
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Bachelor of Commerce (Finance and Accounting)
- Industry Memberships
-
0 total
- Address
- 24 Alma Road
New Lambton, NSW, 2305 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
Insight Wealth Planning
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Gps Wealth Ltd
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Licensee owned by
EASTON INVESTMENTS LIMITED
My Qualifications
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Diploma of Financial Planning (2018)
Level of Qualification: Level 5 - Diploma
Institution: Kaplan Professional
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Bachelor of Business (Leadership and Management) (2017)
Level of Qualification: Level 7 - Bachelor Degree
Institution: University of Newcastle
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Bachelor of Commerce (Finance and Accounting) (2017)
Level of Qualification: Level 7 - Bachelor Degree
Institution: University of Newcastle
My Memberships
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
-
N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Demme
Under 35 years old"Tegan gave me all the tools I need to continue to make the right financial decisions. Tegan explained everything so thoroughly and made my overall experience with a financial adviser very pleasant! "
17 Feb 2021Customer opinions
Caitlin
Under 35 years old"Tegan was nothing but exceptional! I feel confident in the advice she provided - professional and experienced but still my felt personal needs were met. "
02 Dec 2020Customer opinions
Bridget
Under 35 years old"Tegan is a similar age to me, so I felt really comfortable in approaching and talking to her about my goals. She could relate to what I was looking to achieve and was able to come up with a plan for me that was easy to understand.I will definitely be recommending her to all of my friends!"
14 Aug 2019Customer opinions
Like to know more?
I'm committed to providing quality service and meeting your needs.
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