Carly joined Forrest Private Wealth in 2022 as Financial Planning Associate. Carly has a Diploma and Bachelor of Business and a Diploma and Graduate Diploma in Financial Planning. Carly has over 8 years of experience in the financial planning environment, where she has developed into an...
Kirsty joined Forrest Private Wealth in 2021 as a Planning Assistant. Prior to joining Forrest Private Wealth, Kirsty worked in the financial planning industry, bringing a wealth of knowledge to hit the ground running. In her spare time, Kirsty enjoys dining out and spending time with family...
Jerry has a Bachelor of Science from Edith Cowan University, an Advance Diploma of Financial Planning and a Diploma of Management. Jerry works mostly with pre and post retirement clients, helping them navigate the changes and difficulties they may face and providing them with peace of...
Tammy joined Forrest Private Wealth in 2017 as a Financial Planning Assistant. She has completed her Advanced Diploma of Financial Services (FP). Prior to joining Forrest Private Wealth Tammy worked at RetireInvest and Infocus Nedlands in a client service capacity and then moved into para planning,...
Michael studied and completed a Bachelor of Business at Edith Cowan University before completing a Diploma and Advanced Diploma of Financial Planning. Michael’s aim is to make his clients lives better through the provision of financial advice and counsel. He is a specialist in both pre...
Mark’s experience is largely in the technology and financial services sector. He has experience in listing a company, M&A and capital raisings. He has a degree in commerce majoring in Law and Accounting and is a CPA. Mark’s core skills are in strategy setting and driving...
Bachelor of Commerce, Graduate Diploma of Financial Planning, Fellow of the Financial Services Institute of Australia, Master Practitioner Member of the Stockbrokers and Financial Advisers Association. With a background in financial services dating back to 1999, Peter’s passion is simple, to help clients make smarter financial...
