Our Team

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Tabitha, co-owner and Senior Financial Planner at Insight Wealth Planning, brings over two decades of expertise to the financial services industry.

Her career began as a customer service representative at a Big 4 bank and evolved into a specialist role with a dealer group, where she collaborated with advisers to enhance technology, systems, and compliance. Tabitha has since earned her Diploma, Advanced Diploma, and Graduate Certificate in Business Administration.

Throughout her career, Tabitha has supported clients with a variety of needs, from first-time home buyers and women striving for financial independence to individuals navigating wealth transitions into Aged Care. Her expertise spans investment advice, wealth creation, shares and property, superannuation, retirement income streams, personal risk insurance, and gearing strategies.

Passionate about giving back, Tabitha dedicates much of her time to the Cancer Council’s ‘Pro Bono’ financial planning program. This initiative helps patients with terminal illnesses manage the claim process for superannuation and life insurance. She explains, “Claiming on policies can be an overwhelming and stressful process. We guide people through it to alleviate their financial and emotional stress.”

Outside of her professional life, Tabitha enjoys family time with her husband and business partner, Simon, and their two young children. She is also a talented sketch artist and delights in creating new artworks while enjoying her favourite Earl Grey tea in the park.

If you’d like to learn more about Tabitha’s achievements and award nominations, please follow the link below.

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Tegan is a dedicated financial planner committed to guiding clients through every stage of their financial journey. Originally from Dubbo, she relocated to Newcastle to pursue a double degree in Bachelor of Commerce (Finance and Accountancy) and Bachelor of Business (Leadership and Management) at the University of Newcastle. Her career in financial planning began in 2016, and she has since enhanced her expertise with a Graduate Diploma in Financial Planning.

Tegan is passionate about making financial concepts accessible and understandable. She prides herself on delivering tailored, high-quality outcomes that meet each client’s unique needs. Her experience spans a wide range of clients, from first-time home buyers to those planning for retirement. In addition to her professional work, Tegan is actively involved in the Cancer Council’s Pro Bono financial planning program, where she helps terminally ill patients navigate the complexities of superannuation and life insurance claims.

Known for her friendly, approachable demeanour, Tegan values building her clients’ confidence and encourages questions as opportunities for learning. Her professionalism and strong technical background make her a valuable asset to Insight Wealth Planning, where she excels in crafting effective financial strategies and solving complex financial issues.

Outside of financial planning, you might find Tegan exploring Newcastle and Lake Macquarie with her pet cavoodle, Bonnie.

If you’d like to learn more about Tegan’s achievements and award nominations, please follow the link below.

Kate is a seasoned financial advisor who began her career as a client services officer after graduating from university in 2016. Her affinity for mathematics and strategic planning drew her to the financial planning industry, where she found her true calling.

As a Senior Financial Planner, Kate assists clients across all stages of their financial journeys, from early career to retirement. Her role centres on building enduring relationships, understanding each client’s unique situation and goals and devising strategies to help them succeed.

Kate is passionate about demystifying complex financial concepts, ensuring clients fully grasp how their finances impact their lives. She attributes her success to her listening skills, collaborative approach, and commitment to building trustful, long-term relationships. Her ability to think strategically and comprehend intricate financial details are key to her effectiveness.

For Kate, the highlights of her career are helping clients achieve major milestones, such as buying their first home or managing finances after a loss. She finds fulfilment in empowering clients and seeing them reach their financial goals.

Kate sums up her approach: “I am most passionate about empowering clients, ensuring they understand their finances, and educating them along the way.”

Outside of work, Kate enjoys spending weekends with her family, supporting her kids’ activities, cooking, and fitting in some exercise.

Josh has a solid background in finance from his tenure at Greater Bank, where he developed expertise in customer service, budgeting, forecasting, data analysis, and compliance.

In 2022, Josh joined Insight Wealth, completed his Bachelor of Commerce (Finance and Accounting), and is currently pursuing a Graduate Diploma in Financial Planning. As a Graduate Financial Planner, he is advancing through his education and training to become a fully qualified Financial Planner.

At Insight Wealth, Josh is often the first point of contact for clients during their initial consultations and plays a key role in implementing their financial strategies. He works closely with advisers to research client strategies and products and collaborates with the paraplanning team to prepare Statement of Advice and Record of Advice documents. He also supports the client service team with inquiries and requests.

Josh values Insight Wealth’s genuine, client-focused approach and appreciates the ongoing mentoring and encouragement provided for both professional and personal growth.

Highly motivated, Josh is dedicated to helping clients achieve their financial goals and looks forward to advising them on their financial futures. Originally from Port Stephens, Josh now lives in Newcastle. In his free time, he enjoys surfing, CrossFit, and socialising with his partner and friends.

Jordan launched her financial services career with Insight Wealth in 2014, driven by a passion to make a meaningful impact. Her dedication and exceptional skills have led her to become our Practice Manager.

With her excellent organisational abilities, problem-solving skills, and deep industry knowledge, Jordan effectively manages the essential behind-the-scenes operations of our office. Her efforts ensure that Insight Wealth remains a leader in the industry, providing top-notch service to clients. She plays a key role in adapting to industry changes, integrating new technology, and maintaining efficient processes.

Jordan’s bright and friendly outlook, combined with her unwavering enthusiasm, has earned her a reputation for building strong connections with both clients and staff and other industry professionals. She takes great pride in her role within the team and finds immense satisfaction in helping clients achieve their financial goals.

Her contributions have not gone unnoticed, earning her numerous accolades, including being a finalist for ‘Practice Support of the Year’ from 2015 to 2021. In 2022-2023, she won the ‘Practice Support Excellence Award’ within the GPS Wealth Dealer group. Jordan has also been nominated for the ‘Office Administrator of the Year’ in the Women in Finance awards for 2023.

A Lake Macquarie resident, Jordan enjoys spending her weekends with family and friends or staying active at the gym.

If you’d like to learn more about Jordan’s achievements and award nominations, please follow the link below.

Laura Bastian ventured into the financial planning industry in 2011 and has been dedicated to her career ever since. To better support clients and advisers, she earned her Diploma and Advanced Diploma of Financial Planning. In 2023, Laura joined Insight Wealth Planning as the Compliance and Projects Manager, where she is known as ‘Laura B.’

Laura’s keen attention to detail, proactive approach, and inquisitive nature drive her to ensure our strategic recommendations are thoroughly researched. She examines alternative strategies and works closely with advisers to evaluate client strategies and products. Additionally, Laura collaborates with the paraplanning team to prepare Statement of Advice and Record of Advice documents. Her role also involves supporting the client service team with inquiries and requests. By managing our paraplanning department, Laura ensures that all advice and documentation meet the highest standards.

In her role, Laura also oversees and implements internal projects, allowing Insight Wealth to remain adaptable and responsive to changes. Her efforts help us deliver exceptional client experiences and stay aligned with evolving industry standards.

Laura takes particular pleasure in assisting clients with Centrelink, a complex area where her extensive training and experience enable her to effectively advocate for client entitlements.

Outside of work, Laura enjoys spending time with her family, managing her children, attending open homes, and socialising with her husband and friends.

Meagan Stephens embarked on her financial planning career in 2009, taking on a diverse range of roles that have provided her with a thorough understanding of compliance requirements and the technical aspects of financial advice. Her commitment to placing our clients’ best interests at the forefront is central to her work. Since joining the Insight team in 2024 as the Paraplanning Coordinator, Meagan has been able to showcase her adaptability and extensive knowledge in the field.

As the Paraplanning Coordinator, Meagan plays a vital role in our advice process. She oversees the development of Statement of Advice (SOA) and Record of Advice (RoA) documents, ensuring they meet all legislative standards. Known for her exceptional attention to detail, Meagan is dedicated to adhering to industry regulations while maintaining a client-centric approach. She skilfully translates complex legislative changes into clear, understandable terms, allowing our clients to grasp their strategies easily.

Her focus on compliance and clarity helps our clients navigate their financial journeys effectively, empowering them to achieve their financial goals.

Outside of her professional responsibilities, Meagan enjoys spending quality time with her family, staying active, and exploring new interests that enrich her life.

Laura began her financial planning career in 2016 and has since gained extensive experience with various client strategies. Laura joined the Insight team in 2020 and is a valued team member.

Laura is a key member of our Client Administration-Implementation team, supporting Tabitha and Kate by overseeing the implementation of advice documents and ensuring clients are kept informed throughout the process. Her role ensures that all recommendations are executed accurately and that clients receive timely updates.

Laura’s deep knowledge of planning strategies and commitment to quality outcomes greatly enhance the client experience at Insight Wealth. She attributes our success to our strong team culture and shared goal of helping clients achieve their financial aspirations.

Outside of the office, Laura enjoys keeping fit and, of course, socialising with friends and family.

Kat began her financial planning career in 2020, a year she remembers not for COVID but for starting her journey in this field. With a background in teaching, Kat brings a strong belief in empowering clients through knowledge, providing them with the tools to take control of their financial future where she joined the Insight team in 2021.

Kat is a key member of our Client Administration-Implementation team, supporting Tegan and Simon by overseeing the implementation of advice documents and ensuring clients are kept informed throughout the process. Her role ensures that all recommendations are executed accurately and that clients receive timely updates.

Kat’s dedication to client outcomes and her focus on delivering exceptional service reflect her passion for helping clients achieve their financial goals.

Locally based, Kat enjoys spending time with her young family, staying fit, and savouring a good gin with friends.

Liz began her financial services career in 2014 with Commonwealth Bank and has since worked with ING and Newcastle Permanent. Her diverse experience across major institutions has equipped her with valuable skills and critical thinking abilities that enhance her work at Insight since 2022.

Joining Insight Wealth Planning as part of the Client Administration Office – Service team, Liz plays a crucial role in facilitating client requests and coordinating review documentation. Her dedication ensures that every detail is addressed and that clients receive personalised advice to improve their financial freedom.

Liz’s extensive background in large financial institutions allows her to apply a high level of expertise and critical thinking to deliver quality outcomes for clients. Her deep knowledge of financial planning strategies and commitment to exceptional service significantly enhance the client experience at Insight Wealth.

Outside of work, Liz enjoys spending time with her family and pursuing activities that enrich her personal life.

Taylor began her financial services career in 2019, starting as an executive assistant to practice principals. Relocating to Newcastle in 2023, Taylor joined the Insight Wealth Planning team.

Taylor brings a fresh and enthusiastic approach to her role, offering exceptional client support with a commitment to high standards. Joining Insight Wealth Planning as part of the Client Administration Office – Service team, Taylor plays a crucial role in facilitating client requests and coordinating review documentation. Her dedication ensures that every detail is addressed, and clients receive personalised advice to improve their financial freedom.

Taylor’s dedication to accuracy and thoroughness ensures that all client strategies, ongoing service requirements and documents are in order and executed flawlessly, enhancing the overall client experience.

Outside of work, Taylor enjoys socialising with friends and exploring her new surroundings in Newcastle.

Kirrily Emmett started her career in administration and customer service in 2014. After relocating to Newcastle in 2023, she began working in finance and joined the Insight team in 2024. In her current role, Kirrily handles report generation, collates returns, liaises with clients, and prepares accounting packs, demonstrating her adaptability and organisational skills.

At Insight Wealth Planning, Kirrily is a key member of the Client Administration Office – Service team. She ensures meticulous handling of client requests and review documentation, providing high-quality support and personalised advice to enhance clients’ financial freedom.

Kirrily enjoys discovering her new city and thrives in a team-oriented environment where she can both contribute positively and share a laugh. Her professionalism, combined with her enthusiasm for growth and learning, makes her a valuable asset to any team.

Alexandra Gerdsen began her career in education, earning a Bachelor of Teaching in 2012 and accumulating over a decade of experience across Australia and the UK. Seeking a change and a role where she can make a difference, Alexandra joined Insight Wealth Planning in 2024.

At Insight, Alexandra is a key member of the Client Administration Office – Service team, where she manages client requests and coordinates review documentation. Her attention to detail and dedication ensure that clients receive tailored advice to enhance their financial well-being.

Transitioning to administration, Alexandra utilises her strong organisational skills and positive attitude. She excels at efficiently managing tasks and adapting to new processes. Committed to ongoing learning and teamwork, Alexandra is enthusiastic about contributing to a supportive organisation where she can continue to develop her skills and grow professionally.

Jayde, our friendly and dedicated receptionist. Commencing her professional service in administration in 2022, Jayde is the heart of our front desk, ensuring that every visitor and caller receives a warm welcome and prompt assistance. Known for her exceptional organisational skills and positive attitude, Jayde excels at managing schedules, coordinating appointments, and handling inquiries with efficiency and a smile.

In addition to their front desk responsibilities, Jayde plays a crucial role in overseeing our facility and event planning. From coordinating meetings and managing office supplies to organising company events and ensuring our workspace remains welcoming and efficient, she handles it all with great attention to detail.

Committed to making every interaction pleasant and productive, Jayde is here to support both our clients and team members with professionalism and care.