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 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 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 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.

Hayley has been working with Momentum Planning since 2018 gradually learning different aspects of the financial process. She has completed a Bachelor of Commerce degree with UWA, majoring in Business Law and Management and is close to completing her Masters in Financial Planning and the CFP designation. Hayley is currently undertaking her Professional Year with Momentum Planning, part of the process of becoming a Financial Adviser.

Why financial planning?
I enjoy working with people and find it rewarding to help people to achieve their goals and objectives. I like to think of financial planning as a bit of a jigsaw puzzle, finding the right pieces to fit the client and what they want to achieve.

What do you enjoy?
With a background in performing arts, I enjoy dancing, going to the theatre and spending my free time with my family, friends and new puppy!

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 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.

Anne has worked in financial services for 23 years, starting her career as a financial planner with Westpac before establishing her own practice in 2005.

In 2020, Anne sold her practice and retired, before accepting the opportunity to work with the team at Momentum Planning as the Practice Manager in 2022.

Anne enjoys collaborating with the staff at Momentum Planning to ensure that clients have the best experience and to help with the growth of the practice.

Anne loves fishing, cooking and spending time with the kids and grandkids. Footy is her next love and she is a proud Dockers member and supporter.

Silvana joined Momentum Planning in September 2021 and has worked in the Financial Planning Industry for 15 years. Silvana previously worked in banking and banking management fields.

During my whole working career, I have always enjoyed dealing with people of all ages and assisting them achieve their own financial goals.

I love spending time with family, socialising with friends, gardening, walking and travelling.

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 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.

After graduating high school and ending a 15-year Ballet career in 2021, Reception at Momentum Planning is my first full time job and I’ve loved every second of it so far. I could not have asked for a more vibrant and friendly team.

While I don’t have much experience in the field, I have loved and will continue to love learning about the business and look forward to developing relationships with each client.

After living in Canada for 2.5 years, Ice-Hockey has become my favorite sport. I enjoy spending time with my family, friends, and sessions at the gym.

I plan on commencing a Bachelor of Commerce at ECU to further my education and hopefully set myself up for a full career of travel and professional growth in the future.