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
- Manager Operations and Client Support @ (August 2025 - Present)
- Operations Manager @ (March 2020 - August 2025)
- Paraplanner @ (June 2017 - March 2020)
- Client Service Assistant @ (May 2014 - January 2016)
- Training Manager @ (January 2012 - February 2014)
- Trainer - Training Manager @ (January 2004 - January 2010)
- Paraplanner and Team Leader - Paraplanning @ (January 2000 - January 2002)
- Paraplanner @ (January 1999 - January 2000)
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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