Adviser Profile:
Penny EasterCFP®, Dip FP, JP

  • CERTIFIED FINANCIAL PLANNER™ - Financial Planning Association of Australia
  • Authorised Representative #298255

Penny is located in the Newcastle - Hamilton branch of Avenue Capital Management.

I have been providing advice to clients for over 15 years. As a financial planner, I take pride in my work - it is a pleasure to assist clients in meeting their goals, objectives and expectations through their working life and beyond, by providing a personal strategy designed around them.

Services Offered

As part of my relationship with Avenue Capital Management Limited, I am able to offer the following services to my clients: 

The design and implementation of comprehensive lifestyle financial planning strategies to improve your financial future, encompassing (where appropriate) concepts such as:

  • Pre and Post Retirement Planning
  • Rollover and Redundancy Advice
  • Superannuation Planning and Advice
  • Managed Investments
  • Tax Effective Investment Strategies
  • Sharebroking Facilities
  • Centrelink Assistance
  • Estate Planning Advice
  • Wealth Creation via Gearing
  • Fund and Stock Research
  • Risk Management and Personal Insurance
  • Business and Succession Planning
  • Managed Portfolio Services
  • Remuneration Planning
  • Ongoing Strategic Advice

Products Offered

The products on which I am authorised to provide advice to my clients include:

  • Deposit and Payment Products (Cash Management Trusts)
  • Government Debentures
  • Stocks and Bonds
  • Life Products - Investment Life Insurance Products (Deferred, Immediate and Allocated Annuities)
  • Life Products - Life Risk Insurance Products (Life Insurance, Trauma Insurance, Total and Permanent Disability Insurance, Income Protection Insurance and Business Expense Insurance)
  • Managed Investment Schemes including IDPS (Unlisted Investment Trusts, Discretionary Master Trusts/Investor Directed Portfolio Services {that offer investment in investment trusts, shares, property, cash and fixed interest securities})
  • Retirement Savings Account Products
  • Securities (ASX Listed Shares and Other ASX Listed Securities)
  • Superannuation (Personal and Corporate Superannuation Funds and Allocated Pensions)