Pippa Elliott founded Momentum Planning in 2002, with a passion for holistic and commission free advice. As a Certified Financial Planner with over 23 years of financial services experience, Pippa has been widely recognised within the profession for business innovation, advice process and delivering client outcomes.

Why Financial Planning for you?
Because it’s all I know and it’s woven into every part of my life – I am a planner in every sense, I can’t help but think about the future, I love to see results, I value the hard work it takes to get those results and enjoy celebrating when the plan comes together.

How do others describe you?
That question makes me smile, but I would hope to be known as practical, reliable, trustworthy and kind.

Hear Pippa’s story

Amanda Jarosz joined Momentum Planning in 2006, inspired by the personal nature of the business in getting to know and understand each client as an individual. Amanda is a Certified Financial Planner and holds a Masters in Applied Finance, and has over 18 years of financial services experience.

Why Financial Planning for you?
People make important decisions every day, and sometimes just having that sounding board, someone you can call who knows your position and what you’re hoping to achieve, can make all of the difference. Seeing the outcomes and applying the same principals in my own life are a constant reminder of how planning can bring it all together.

What do you enjoy?
Structuring my working life around spending lots of time with my young family, and celebrating achievements of my own and of those around me.

Hear Amanda’s story

Laura joined Momentum Planning in 2012 shortly after completing a Bachelor of Commerce at UWA. Laura also holds a Diploma of Financial Planning and the Certified Financial Planner designation.

Why Financial Planning?
I have always enjoyed meeting and getting to know new people and maths has always been a strength of mine so I love that financial planning combines both. Being able to give my clients peace of mind, support and balance in life feels extremely rewarding to me and I am grateful to be a part of a profession that allows me to do that.

Beverly Harvey began her career working with Social Security/Centrelink delivering support to people in need in a regional office. This identified a natural interest in helping and supporting people whilst they were dealing with their own personal struggles. With an inclination for methodology and problem solving it was an organic transition to commence working in financial planning. This transition was supported by the achievement of a Bachelor of Business and cemented by the rigorous study as a Certified Financial Planner and now 15 years working in the profession.

Why Financial Planning for you?
It is an exciting new direction for professionals to take and the opportunity to help ordinary Australians navigate the complexity of a changing financial landscape is a source of pride. To be able to share in people’s dreams and aspirations, analyse and demonstrate the pathways to make this successful and the finally see the ultimate purpose come to fruition is very rewarding. It can be difficult to be an expert in everything and still have time for yourself and the things that matter, – that is where I would like to step in.

What’s next?
It surprised me some years ago to realise that our profession is still very young in contrast to other more well-known and established advice experts. I look forward to being a part of the growing evolution of advice services that is for and about the clients that it was created for. This includes building confidence that we are here to deliver on our core values of putting our clients first, acting with integrity, providing our services objectively and with fairness.

Shanae has recently completed her Masters of Financial Planning and is now in her “Professional Year”. She is looking forward to continuing her professional development with the goal of becoming a CFP in the future.

Why Financial Planning?
I knew I had a passion for finance – but I also wanted a career that makes a difference to real people. It is very rewarding to see our hard work pay off to our clients – who are real, everyday people and their families. I enjoy working for a company that helps clients determine and meet their goals, and we get to do that by using our technical expertise to solve problems and connect with people.

Ryan has recently joined Momentum Planning in August 2022. He commenced his financial planning career at a company specialising in UK pension transfers to Australia. Ryan found his passion in finance through his post graduate studies, where he completed a Master of Applied Finance at the University of Western Australia.

When he is not at work, you can find him rock climbing at different places or out on the golf course.

Zak Joined Momentum in 2024 having completed a degree in Commerce. He is now continuing his post graduate studies in Financial Planning.

“I have always had a passion for connecting with people and making a real difference to their lives. I wanted to mix this passion with my finance degree, which is why I knew financial planning was perfect for me.

I am so grateful to be in a positive and supportive team environment where we all share a common goal of helping our clients achieve their financial goals.

When I am not at work, I spend my time outdoors walking my dog, playing golf, or in the gym”

Nena recently joined Momentum Planning in 2024 after graduating with a Bachelor of Commerce, majoring in Finance & Financial Planning.

She is passionate about financial literacy and helping others, which drew her to the financial planning profession.

In her role as a paraplanner, she supports clients by translating financial concepts and strategies into clear, actionable advice.

Diana joined Momentum in October 2020, following a diverse career in Administration.
Diana now supports our clients with the implementation of their advice.

I feel fortunate to be part of a friendly, professional team. I look forward to developing relationships with both regular and new clients.

I enjoy spending time with my family, friends, cooking and keeping fit. I consider myself a gregarious person, I enjoy helping others and always have time for a chat and laugh.

Michaela joined the Momentum team in December 2023 and brings over 15 years of Client Service experience to the team.

I am so happy to be part of a supportive, friendly, and professional team who has our client’s best interest at the core of everything we do.

When I am not at work, I am involved in the administration of Women’s Ice Hockey in Australia as the current Australian Women’s Ice Hockey League Commissioner. I can also be found in my garden, chasing my dogs around or volunteering with the Staffy and Bully Breed Rescue here in Perth.

Danielle recently joined the Momentum Planning team in July 2024 after working for over 16 years in the financial planning industry.

“It is great to be part of a team that has a passion for helping clients throughout all walks of life. I am excited to be part of the process to help clients achieve their goals.

When I am not at work, I enjoy spending time with my family and friends”.

I enjoy meeting and greeting new and existing clients and am excited to work with them long-term.

Our team is so passionate, and it is extremely rewarding to know that we are helping them with their future.

I love dancing, keeping fit, and spending time with my two boys.