Peta was welcomed to the Patman Planning Group team in 2022 as our Office Manager.
Peta brings decades of experience with her to the role, having worked across the insurance sector and AMP Financial Advice firms.
Peta is dedicated to ensuring the back office operations run like a well-oiled machine to support a high level of service for clients.
She enjoys working with the staff to create a balanced work environment to get the best out of each member of the team.
Peta has completed her Diploma of Financial Planning with Kaplan Professional.