Taylor Gillett

Client Services Officer at Insight Wealth Planning

Taylor began her financial services career in 2019, starting as an executive assistant to practice principals. Relocating to Newcastle in 2023, Taylor joined the Insight Wealth Planning team.

At Insight, Taylor is a key member of the Client Administration Office – Service team, where she manages client requests, coordinates review documentation as well as ensuring our service obligations are met. Her attention to detail and dedication ensure that clients receive tailored advice to enhance their financial well-being. With a  fresh and enthusiastic approach to her role, offering exceptional client support with a commitment to high standards.

Kat Phillips
Alexandra Gerdsen

Meet the Insight Wealth Planning team

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