Intro

Meet Teagan

Teagan Loveridge is a Financial Adviser with over a decade of experience in the financial services industry. She works with a diverse range of clients from young professionals establishing their financial footing to pre-retirees and retirees seeking long-term stability. Teagan specialises in strategic financial planning, wealth management and superannuation, with a particular focus on personal investment and retirement planning.

Clients value Teagan’s genuine commitment to building lasting relationships and trust her steady support as their priorities and circumstances evolve. She takes the time to understand what matters most to each individual, offering guidance and perspective at every stage of their financial journey.

Specialisation

Teagan works across the full spectrum of financial planning, helping clients manage wealth, plan for retirement and make informed decisions around superannuation, personal investment and retirement planning around superannuation, estates and social security . Her approach is grounded in practical planning that supports long‑term sustainability.

Qualifications & Professional Associations

  • Graduate Diploma of Financial Planning

Areas of Expertise

As a Representative of Perks Private Wealth Pty Ltd, Teagan is authorised to advise in the following key areas:

  • Strategic Financial Planning
  • Retirement Planning
  • Estate Planning
  • Social Security
  • Wealth management
  • Superannuation and SMSF