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Mandy Penkin

Integration Manager

Mandy Perkin brings over 30 years of experience in business consulting, leadership, and financial services. She has led a financial planning practice, managed a private AFSL, and worked at CBA—equipping her to guide businesses through complex change. With strengths in operational efficiency, risk management, compliance, and professional education, Mandy helps streamline processes to enhance technical and client-facing outcomes. She holds a Bachelor of Commerce (Hons), Diplomas in Financial Planning and Management, and is a graduate of the AICD program. Mandy also serves on the board of a wellness-focused not-for-profit, reflecting her passion for holistic wellbeing.