Breeana joined SWA Financial Planning in 2022. Breeana holds a Bachelor of Commerce majoring in Financial Planning and Accounting (Dean’s Scholar) through the University of Wollongong and a Graduate Diploma of Financial Planning with Kaplan.

 

At SWA Breeana helps prepare Annual Reviews and comprehensive financial plans for SWA’s clients, conducting strategy and product research, reconciliation of client portfolios and regularly liaises with clients, fund managers and Centrelink.

 

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