Who We Are
We’re a contemporary, full-suite financial advice firm that helps clients make the right financial decisions at the right time. Every piece of advice we give is individually tailored — no cookie-cutter solutions here.
We see the advice relationship as a true partnership. It’s not about “do as we say” — it’s about collaboration, education, and empowering you to move forward with confidence.
Service and excellence are at the heart of everything we do. We intentionally limit the number of clients we work with so we can deliver the exceptional service and attention each client deserves.
We also believe in the power of the right people in the right roles. Our team brings collective excellence across advice, compliance, administration, and implementation — so every detail is covered.
Most importantly? We absolutely love what we do.
Meet our Founder
Morgan Wass
Meet Morgan! With over 15 years of experience advising clients across private and banking sectors, Morgan is known for her laser-sharp strategic mind — perfectly balanced with empathy and soul. She’s conducted thousands of client interviews, worked inside some of Australia’s largest institutions, and led senior quality assurance and compliance projects with Deloitte.
In 2019, she founded Crown & Willow to deliver advice differently: personal, empowering, and truly client-first. Morgan brings together deep technical expertise and real-world insights to create an experience that feels seamless and supportive — for both her clients and her team.
Morgan is wildly passionate about financial advice. She’s all about empowering people to make smart, bold moves for their future.
Our Team
Lisa Challies -
Client Services Manager
Lisa is the backbone of our team. She joined us in 2020, after working alongside Morgan since 2011 — and together they’ve built a partnership that keeps everything running seamlessly.
As the main point of contact for our clients, Lisa makes sure the entire advice experience feels smooth and personal from start to finish. She coordinates research for strategy development, oversees the implementation of advice, and manages our ongoing review service — all with her trademark warmth and precision.
With deep industry expertise and a remarkable ability to make things happen, Lisa treats every client like family. She’s our behind-the-scenes magic — and definitely our unicorn.
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Jessica Gunn -
Senior Paraplanner: Research & Strategy
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Jess is our strategy and detail superpower behind the scenes. Working closely with Morgan, she researches and models a range of advice scenarios to make sure our recommendations fit each client perfectly. She also keeps a sharp eye on quality and compliance, ensuring everything we do meets the highest standards.
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After taking time out to enjoy life with her young family, Jess returned to Crown & Willow in April 2024 — and we’re thrilled to have her back. With over 10 years in financial services (including paraplanning, remediation, super and investments, and client services), there’s not much she hasn’t seen.
Jess combines a sharp analytical mind with the warmest of hearts, making sure every plan is robust, thoughtful, and future-ready.