Paraplanner and Senior Financial Planning Assistant
Penny joined Morgans Noosa in 2018 and provides paraplanning and administration support to our Financial Advisers to develop and implement strategies for our clients. Penny has a broad knowledge of our organisation and financial planning practices and strives to provide exceptional customer service to our clients.
Penny has over 15 years’ experience working in administration in the financial services industry with investment banking and wealth management organisations. She has completed a Diploma of Financial Planning and a Diploma of Business Administration and is currently studying towards her Graduate Diploma of Financial Planning, as her career progresses along our Adviser Development Pathway.
Financial Planning Assistant
Haley joined Morgans Noosa in 2022 and provides administration support to our Financial Advisers. Haley is also the face of our Reception and provides a warm and friendly greeting to all clients and visitors to the Noosa office.
Haley completed a Bachelor of Applied Financial Advice in 2023 and is embarking on learning the business from the ground up to develop into an adviser in the future. Haley is enjoying learning all the facets of the financial planning business and has very quickly become a valued member of the team. She has grown up on the Sunshine Coast and loves living here so is pleased to be able to start her career at Morgans Noosa.
Gabrielle joined Morgans Noosa in 2021. She has extensive experience in the industry, moving from a large financial planning practice to work with the Directors at Noosa in the role of Dealers Assistant. Gabrielle has acquired a level of knowledge with over 20 years' experience in the stockbroking and financial planning industry that enables her to provide exceptional support to our advisers and clients alike.
She brings a wealth of life experience having run her family’s business before making the move to the Sunshine coast in 2010. She has completed both a Cert IV in Banking and Finance and a Diploma in Finance and Mortgage Broking. In her spare time, she will most likely be found at Sunshine Beach where she is an Active Patrol Captain at the local surf club.