Breeana joined SWA Financial Planning in 2022, after having graduated from the University of Wollongong with a Bachelor of Commerce majoring in Financial Planning and Accounting.

 

Breeana works alongside the Adviser team assisting to prepare financial advice and reconciliation of client portfolios. Breeana also regularly liaises with clients, Centrelink, and fund managers.

 

Outside of work, Breeana is a volunteer Surf Lifesaver and loves spending time outdoors.