This year we have welcomed two new team members into the Insight Wealth Planning family and we could not be more excited!
CFP® B.Bus (FP) Cert IV FMB
Kyle has over 10 years working in Financial Advice dating back to 2008 and is passionate about helping his clients achieve their financial and lifestyle goals. Kyle is passionate about ensuring our clients feel comfortable about their financial future and enjoys demonstrating the perfect strategy.
We welcome Kyle to our team and know that all he will fit right in.
Tegan Del Moro
B.Bus B.Comm Dip FP
Tegan’s career began in 2016 in the Financial Planning industry. During this time she has grown and developed extensive knowledge and experience in strategy development for clients. Tegan is currently in her 2nd year as a Finical Planner and really enjoys the positive impact she has on clients. Tegan loves to get to know what our clients enjoy and what they love most in life to help them develop a financial plan that is meaningful.
We welcome Tegan to our team and know that our clients will enjoy their journey with her.