Renee McPherson

Renee McPherson

Financial Planning Assistant

Renee has a rich 15-year’s of experience in financial services and a degree in finance and economics. Renee is a powerhouse in her field, and her enthusiasm and know-how are simply unmatched.

As our first point of contact for financial planning clients, Renee ensures everyone receives top-notch customer service, coupled with expert knowledge, compassion, and understanding.

Not just that, Renee is also a whiz at high-level administrative support, ensuring everything from documentation to communication with insurance providers to addressing client queries related to investments, superannuation and SMSFs is handled flawlessly.

Renee’s extensive experience and knowledge are invaluable. Whether you want to talk to someone for general information on our financial planning services or your personal situation, she will greet you with a smile and arm you with the information you need to decide on your next steps.