Director
Senior Financial Adviser
Penny is a Director and Senior Financial Planner at Grove Securities Pty Ltd. Penny joined Grove Securities in April 2005 and has over 23 years experience within the Financial Planning Industry. She is also a Responsible Manager for our Australian Financial Services Licence.
Penny obtained Certified Financial Planner (CFP) status in 2002, and is a member of the Financial Advice Association Australia (FAAA).
Penny is located in the Albany office and provides comprehensive advice to her clients. Penny's customer service philosophy is simple: she provides a pro-active, prompt and efficient service at all times. Penny strives to build long-term relationships with her clients, which results in total customer satisfaction. She will guide you through the ever-changing rules and regulations to find the best solution to meet your changing needs.
Qualifications
Diploma of Financial Planning
Graduate Diploma of Financial Planning
Tribeca Self Managed Superannuation Fund Course
Kaplan Margin Lending Course
Cert IV in Financial Services (Bookkeeping)
Registered BAS Agent