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Bronwyn
Bronwyn  

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AD Dip (FP)

Lead, Client Service & Paraplanning

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Bronwyn has worked in the financial services industry in a range of client service and paraplanning roles for over five years. She enjoys working with clients and takes particular pleasure in the rigours and technical aspects of financial planning.

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Bronwyn completed her Advance Diploma of Financial Services (Financial Planning) in 2013 - a wonderful achievement. When not chasing client outcomes at work, Bronwyn is a loving grandmother to four grandchildren, with baby Jack the latest addition to her brood. Bronwyn also enjoys travelling, recently making an attempt to conquer Mount Matterhorn in Switzerland.

CONTACT US

Head Office: 

T 111

793 Burke Road

Camberwell  VIC  3124

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By appointment, we can also meet with you via virtual options like Zoom, Microsoft Teams or GoToMeeting, or in person at locations in the Melbourne CBD, Mount Waverley and Southbank. 

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(03) 9882 8288 | info@oakwealth.com.au

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OakWealth is an FPA Professional Practice. Oak Wealth Solutions Pty Ltd is an Authorised Representative of Consultum Financial Advisers Pty Ltd (AFSL 230323)

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Family

Ready to start your journey to
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Copyright © 2021 Oak Wealth Solutions Pty Ltd.  All rights reserved.  Yihsing Koo, Oak Wealth Solutions Pty Ltd (ACN: 143 070 946) ATF Oak Wealth Solutions Unit Trust (ABN: 657 966 722 37) are Authorised Representatives of Consultum Financial Advisers Pty Ltd (ABN: 65 006 373 995), AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000. 

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