Sheila Cabacungan

Financial Adviser

Sheila Cabacungan is the founder of Wealth Forum and Carnegie Financial Planning, an independent, fee-for-service practice. With over 20 years of experience as a CERTIFIED FINANCIAL PLANNER® and SMSF Specialist, Sheila champions a collaborative approach that strips away institutional influence to put the client’s voice first.

By working alongside her clients to navigate complex tax and superannuation landscapes, Sheila ensures every strategy is a co-created roadmap toward a life they truly love.

We work together to ensure your hard-earned legacy is preserved, providing your loved ones with clarity when they need it most.
Sheila views financial planning as a partnership designed to deliver three outcomes: Hope for new possibilities, Peace from uncertainty, and a sense of Plenty.