Dannae Woolman

Head of Advice | Director


I know the tremendous impact financial advice can have on people's lives. We are practising at the intersection of people's deepest goals and their financial lives.


Since joining the financial planning industry in 2014, I’ve completed a Bachelor of Commerce, specialising in Finance and Financial Planning and worked with incredibly interesting and inspiring advisers and clients.

I love being part of a team focused on achieving real, meaningful outcomes for our clients. It’s a real buzz seeing clients winning in life and ticking off their goals due to the advice and support provided by our team.

My superpower is my attention to detail to develop and bring a financial plan to life. I aim to make life easier for my team and my clients by removing any burden off their plates.

Outside of work, you will find me spending time with my family, friends and my two Groodles; Stella and Bambi. I also love to travel and experience the different wonders of the world.

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