Provisional Financial Adviser No. 1317053
Supervisor Ashley Brown Authorised Representative No. 1262859
Memberships & Qualifications:
With over 7 years of diverse industry experience, Phoebe is a dedicated Provisional Financial Adviser passionate about empowering individuals to make confident, informed financial decisions.
She brings well-rounded knowledge across multiple roles within the financial planning industry, including client services, paraplanning, compliance and associate advice. Having worked alongside and learned from exceptional mentors, she has developed a deep understanding of the entire financial advice process, from initial client meeting though to strategy development and advice implementation. Her expertise spans a wide range of advice areas, including superannuation, investments, insurance, retirement planning and budgeting, enabling her to deliver holistic and client-centric financial solutions.
Phoebe is admired for her empathetic nature and ability to build meaningful relationships with clients. She takes the time to understand their individual needs and life goals, empowering them with tailored strategies to enhance financial wellbeing.
Outside of the office, Phoebe is a certified Pilates instructor with a love for wellbeing. She enjoys spending time at the beach, particularly with her Border Collie-Kelpie, Gypsy, and getting off-grid whenever she can. Whether it’s a weekend coastal escape or a remote adventure, Phoebe values time in nature, and the opportunity to recharge.
Considering financial advice but unsure where to start? At Clear Sky Financial you’ll receive an obligation-free statement of advice upfront, detailing strategies, costs and benefits before you make any commitments.
That’s right, you’re in the driver’s seat. You only pay if you choose to proceed. No worries and no cost if you decide otherwise. We believe in getting you on the fast track to financial success, and it doesn’t get any easier or more accessible than that.
We have seen a number of financial advisors over the course of our working life and we can finally say we have found the perfect fit. Dominic has given us confidence in our end goal which is to retire at 60 and to be setup to lead a very comfortable life.
They were brilliant in going through the details in a manner I could understand easily.
Excellent service; great knowledge and easy to work with. Highly recommended.
Dominic did a full review of my current finances and was able to identify a number of areas that needed improvement. I like his straight forward approach, the advice was intelligent and he communicates well.
Being a new client, so far Dominic and the team have been nothing less than fantastic, very friendly, helpful and positive towards my financial future, looking forward to a great working relationship between us.
Easy to communicate with, I am excited to work with the company. Friendly service.
Very professional and friendly company. Had a few questions that they answered very quickly. Dominic, Jenna and Natalie are fantastic.
Very helpful. Very friendly. Very happy with the service I have received. Feels like they are on your side.
Have been an absolute blessing for my husband and I. A very considerate and friendly team that do all the little extra things that a lot of modern companies don't bother with. Have made our life much easier and have put our finances in excellent order.
The team at Clear Sky Financial are extremely good at what they do and their customer service is amazing.