Renee Tregoning

Renee Tregoning

SSA
Company
Gallagher Benefit Services Pty Ltd
Title
Financial Adviser
Profession
Financial Planner
Address
Unit 2, 4 Tourist Rd, EAST TOOWOOMBA QLD 4350, Australia
Phone
07 4639 7136
Qualifications
SSA (Designation) - SMSF Association, 2023
Advisor

Summary

Hi, I am Renee. I began my financial planning journey in 2018 and quickly realised I was exactly where I was supposed to be. I believe that all great financial plans start with education and understanding, and my aim is to try to simplify complex financial issues and communicate with my clients in plain English. I am passionate and committed to working together with my clients to help them achieve their goals and prepare for the future. Prior to becoming an adviser, I was a compliance officer for a transport and agricultural company for 10 years, so I understand a little about living in a rural area like Toowoomba. I have 3 boisterous boys who are my greatest achievement, and I couldn’t be more proud of the life we have created. My continued dedication to furthering my knowledge means I hope to have my Masters Degree completed in the next year. I enjoy working with all clients, from all walks of life and all life stages. I tend to work more with younger clients (under 50) and building their wealth, but have many clients who are enjoying the retirement life too. I believe it is never to early or late to get started.

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