Tegan is a dedicated financial planner who is passionate about guiding clients through every stage of their financial journey. Originally from Dubbo, she relocated to Newcastle to pursue a double degree in Bachelor of Commerce (Finance and Accountancy) and Bachelor of Business (Leadership and Management) at the University of Newcastle. Since beginning her financial planning career in 2016, Tegan has continued to build her expertise by completing a Graduate Diploma in Financial Planning.
Tegan’s approach centres on making financial concepts accessible and easy to understand. She takes pride in delivering tailored, high-quality solutions that meet the unique needs of each client. Her experience spans a broad spectrum of clients—from first-time home buyers to those planning for retirement—and she is also skilled and accredited to provide aged care advice, assisting families in navigating the often complex and sensitive decisions involved with aged care planning.
In addition to her professional work, Tegan is actively involved in the Cancer Council’s Pro Bono financial planning program, where she provides compassionate support to terminally ill patients by helping them manage superannuation and life insurance claims during difficult times.
Known for her friendly and approachable manner, Tegan values building trust and confidence with her clients, encouraging questions as opportunities to learn. Her strong technical background and professionalism make her a valuable asset to Insight Wealth Planning, where she excels at crafting effective financial strategies and resolving complex financial challenges.
Outside of work, you’re likely to find Tegan exploring the Newcastle and Lake Macquarie regions with her beloved cavoodle, Bonnie.
If you’d like to learn more about Tegan’s achievements and award nominations, please follow the link below.
“Tegan does all the heavy lifting for me so I can enjoy my retirement confident in her expertise and experience. In the world of automatic and digital communication. Tegan shines as an ‘old school’ professional who actually calls. I have referred her to family members who have become clients as well. I highly and with much ease recommend Tegan.”
“Tegan provided comprehensive advise which met our needs. (Which are quite unique) She is very professional and easy to deal with. We look forward to working with Tegan in the future.”
