We have assembled a team of professionals with talent, training, experience and a sincere passion for people.

Philippa Elliott (Pippa)
Philippa Elliott (Pippa)Director, Certified Financial Planner
Pippa Elliott founded Momentum Planning in 2002, with a passion for holistic and commission free advice. As a Certified Financial Planner with over 20 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
Amanda JaroszDirector, Certified Financial Planner
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

Beverly Harvey
Beverly HarveyCertified Financial Planner & FPA Aged Care Specialist
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.

Laura Lewis
Laura LewisCertified Financial Planner
Laura started working in the Financial Planning profession in 2012 after finishing university and prior to this had many years of experience in customer service. After completing a Bachelor of Commerce at UWA, Laura completed a Diploma of Financial Planning and the Certified Financial Planner designation.

Why Financial Planning?
I enjoy helping clients get the financial aspects of their lives simplified and organised but mostly I enjoy getting to know them and supporting them to reach their goals. I feel very fortunate to be a part of the Financial Planning profession during a time that it’s becoming more recognised and appreciated for the value it can offer to people. Working at Momentum Planning has made me realise how much of a positive impact great financial advice can have on a person’s life and I am grateful to be a part of that.

Shanae Gardam
Shanae GardamParaplanner
Shanae has a background in many client facing roles, moving recently into Financial Planning. Graduating from UTAS with a combined Bachelor of Economics and Bachelor of Finance, she is now studying a Master of Financial Planning and is aiming to eventually become a CFP.

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 Chen
Ryan ChenParaplanner
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 D'Arrigo
Diana D'ArrigoClient Service Officer
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.

Fred Cork
Fred CorkClient Service Officer
Fred joined Momentum in November 2022 after a fulfilling stint as a stay at home Dad.

He has worked in the Financial Services Industry for over 20 years and brings his past experience as a Business Development Manager and knowledge from his work in his family Financial Planning business to his role as a Client Service Officer.

I love working with a great, high energy team, to help people reach all their financial endeavours. My passions include playing cricket, tennis, fishing, photography, watching sport and finding new adventures with my partner and 3 boys.

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