Phoebe Phan

Phoebe joined Progressive in July 2026, bringing broad experience across financial services and a strong understanding of the advice process. She is passionate about providing clear, considered advice and helping clients make confident decisions about their financial future.

Qualifications:

  • Bachelor of Commerce.

  • Graduate Diploma of Financial Planning

Outside the office, you will find me:

Usually at the gym keeping active and working on my fitness goals. When I'm not training, I love spending quality time with my friends and family, making the most of life's special moments together.

My dreams are:

I'm a real foodie and would love to travel the world, experiencing different cuisines and cultures along the way. I believe food is one of the best ways to connect with and understand people from different backgrounds. My dream is to build a financially secure life with my partner, Jordan, where we both thrive in our careers and are in a position to support and give back to our families.

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