Business and Wealth Partners

Desley takes pride in her commitment to providing professional and personal service to her clients. She brings a broad level of experience to her position including the Macquarie University Management Development Program; and the CAFI/USQ Management Development Program. Formal qualifications Include  Cert IV in Finance and Banking; Diploma of Financial Services (Banking); Diploma of Financial Services (Financial Planning); the ALPA Program (ASX Accredited Listed Products Planner); and Self-Managed Super Fund (SMSF) Program. Her comprehensive background in the financial services industry for the past 25 years also includes overseas experience on transfer with the NAB London for two years.

Penny joined Business and Wealth Partners in January 2009 and brings a wealth of knowledge in all aspects of financial planning. Penny has a Bachelor of Health Science in Environmental Health, however switched professions in 2001 to join the Financial Services sector. She has completed the Advanced Diploma in Financial Services and is also a Commissioner for Declarations. Penny’s primary role is to provide advice and ongoing service to new and existing clients.