Everest Wealth
Daisy Magor is an accomplished financial professional with extensive experience in various roles within the financial services sector. Currently serving as Chief Operating Officer, Financial Advisor, and Practice Manager at Everest Wealth since October 2021, Daisy has previously held positions at LAWRENCE from April 2015 to October 2021, including Provisional Financial Adviser, Associate Adviser, and Paraplanner. Daisy's career began as a Pharmacist Assistant at Halls Head Pharmacy from March 2010 to May 2015, where responsibilities included managerial and supervisory duties along with handling monetary transactions. Daisy holds a Bachelor of Commerce degree in Accounting and Financial Planning from Curtin University, obtained between 2012 and 2015, following education at Frederick Irwin Anglican School from 1999 to 2011.
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Everest Wealth
At our core, Everest Wealth is a Financial Life Management Company with a strong desire to help our clients live richly (not die rich). We focus on what drives you, your values and how we can relate this into your financial life, without taking any unnecessary risks. We are based in Western Australia, however have clients all over Australia due to our great connections with the My Millenial Money & She's on the Money podcast teams. Our passion is assisting millenials & medicos to go further with their money. Visit our website where you can book an initial 15 minute phone call with one of our Advisers to take the first step in your financial journey! We specialise in: - Investments - Superannuation - Insurance - Estate Planning - Cashflow and Budgeting