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 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 16 years of financial services experience. Amanda is also a committee member on the Financial Planning Association’s WA Chapter and the local Chair of their Women in Financial Planning initiative.

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.

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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 11 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 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 is continuing her education to work towards 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.

Sherri has completed a Bachelor of Commerce and Masters in Financial Planning. She supports our advisors in the development of strategic advice and assists clients with the implementation of strategy.

Why financial planning?
I appreciate the value of financial planning. Financial planning is a process that allows us to assess where we are today and where we want to be tomorrow which then enables us to manage our finances in such a way that allows us to achieve our goals.

I enjoy being part of a team that is passionate about providing holistic financial advice and helping clients to make well-informed, smart money decisions.

What do you enjoy?
I enjoy spending time with family & friends.

Melissa brings over 20 years of finance and customer relationship experience to this role within our team. With a key eye for details and an enjoyment of building strong relationships, Melissa is an invaluable support to our clients as they develop and implement their life plans.

Melissa appreciates living life to the full and creating lasting memories with family and friends.