Support Staff

Caitlin Walls

Dealers Assistant

Caitlin moved to Australia from the UK in June 2017 and joined our team in August of that year as our Dealers Assistant. Caitlin's background in banking, executive assistance and tax administration has enabled her to become a valued member of our team. Caitlin assists our team of Advisers with a wide range of administrative duties such as corporate offer projects, deceased estates, compliance related tasks and client services administration.

Penny Bakker

Financial Planning Assistant

Penny joined Morgans Noosa in 2018 and provides administration and paraplanning support to our Financial Planners. Penny has completed a Diploma of Business Administration and is currently studying towards a Diploma of Financial Planning. She has over 15 years’ experience working in administration in the financial services industry with investment banking and wealth management organisations.

Sarah O'Donnell

Financial Planning Assistant

Sarah is originally from Liverpool, UK and joined our team in September 2020 as an Administrative Assistant. Sarah has a background in government administration and IT helpdesk roles; she is the first point of call for client enquiries and provides administrative support across our financial planning and stockbroking services.