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Audrey Pang

Paraplanner

DipFP


Audrey is an experienced Paraplanner bringing over 24 years of expertise in the financial services industry. Specialising in writing detailed advice documents and modelling scenarios, Audrey enjoys helping our clients fine-tune their financial plans.

Audrey was drawn to our team by the opportunity to work for a self-licensed firm and the flexibility to work remotely. She appreciates the supportive environment and the chance to learn something new every day, even after two decades in the industry. Audrey’s professional goal is to create a guidebook for newcomers to the financial planning field, helping the next generation navigate the complexities of the industry.

Outside of work, Audrey enjoys exploring Victoria, especially its lesser-known towns, attending dog-friendly events, and enjoying brunch with friends. Her enthusiasm for continuous learning and her dedication to simplifying financial concepts make her a valuable asset to our team.