TNR Wealth

TNR Wealth Management

Personal Financial Planning and Wealth Management Services in the Northern Rivers

TNR Wealth Management is an experienced team offering Financial Planning Services in Software

Our professional financial planning team

Our team wants to help you ensure your family’s financial security. We know everyone has different goals, so we will customize our approach to suit your needs.

We’re committed to excellence in every aspect of our work and will build a strong, trustworthy relationship with you. We have years of experience and expertise in personal finance, so we’re confident in our ability to guide you through this complicated field.

Brett McPherson

Brett has over 14 years of experience in financial services and has spent over 12 of those as an Adviser. Brett is committed to applying his experience and knowledge to provide quality strategic advice to clients allowing them to achieve the best possible outcomes. He works with clients at any stage of life, especially those that are nearing or have retired. He understands that every client’s financial and life circumstances are different and is committed to tailoring a solution personalised to them. Brett enjoys taking the complex and confusion out of financial matters and explaining it in a way which is easily understood by his clients.

Bachelor of Commerce (BComm)

Diploma of Financial Planning (DFP)

Caroline Hood

Caroline has over 20 years’ experience working in the Financial Services sector. She has held several roles within the industry – with Bank of Ireland Asset Management, Vanguard Investments Australia, and AMP Financial Services. Through these roles and experiences, as well as her formal studies, Caroline has gained extensive knowledge of investment management, portfolio management and the financial planning industry.

Master of Applied Finance (MAppFin)

Bachelor of Business Studies (BBS)

Diploma of Financial Planning (DFP)

Simplify Your Wealth Creation Journey

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Ready to secure your financial future?

Our experienced Northern Rivers Financial Planning Team can help you to achieve your financial goals – now and for the future.

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