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Penny Bakker
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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.
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