Penelope McWilliam Email
Manager Operations and Client Support @ Providence Wealth Advisory Group
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Penelope McWilliam Location
- Sydney, NSW, AU
Penelope McWilliam Work
- 2025 -now Manager Operations and Client Support @
- 2020 -2025 Operations Manager @
- 2017 -2020 Paraplanner @
- 2014 -2016 Client Service Assistant @
- 2012 -2014 Training Manager @
- 2004 -2010 Trainer - Training Manager @
- 2000 -2002 Paraplanner and Team Leader - Paraplanning @
- 1999 -2000 Paraplanner @
Penelope McWilliam Education
- Deakin University
Diploma of Financial Planning
1996-1998 - University of Western Sydney
Bachelor of Commerce (Land Economics)
1992-1994 - University of Western Sydney
Bachelor of Commerce - BCom (Land Economics)
Penelope McWilliam Summary
- Penelope McWilliam, based in Sydney, NSW, AU, is currently a Manager Operations and Client Support at Providence Wealth Advisory Group. Penelope McWilliam brings experience from previous roles at Minchin Moore Private Wealth Advisers, Aeran Pty Ltd, countplus one - Sydney's leading accounting • financial planning • audit • finan and Rubik Financial Limited. Penelope McWilliam holds a 1996 - 1998 Diploma of Financial Planning @ Deakin University. Penelope McWilliam has 2 emails on RocketReach.
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