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Penny Maddocks

Index Wealth

Bronze
1 Yr Experience
North Geelong, VIC 3215

I pride myself on nurturing and educating my clients to achieve and future-proof their financial goals. With over 5 years experience in the industry my passion lies in guiding younger clients (25-45 year olds) helping them to structure themselves to be financially free in the most cost and tax effective manner for the future.

FASEA qualified, with a Bachelor's in Commerce, majoring in Financial Planning and Finance.

At a glance

  • Adviser status Bronze
  • First year providing advice 2024
  • Years of experience 1
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Index Wealth

6, 33 Mackey St
North Geelong, VIC 3215

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Index Wealth

AFSL 523677