Pippa Elliott founded Momentum Planning in 2002, with a passion for holistic and commission free advice. As a Certified Financial Planner with over 25 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.

Shanae has completed her Masters of Financial Planning and is a qualified Financial Planner. 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.

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.