Our Team
At Momentum, our people are at the heart of everything we do. We are a close-knit team of experienced, values-driven professionals who share a passion for delivering clear, holistic and genuinely personal advice. Each team member brings their own expertise and perspective, united by a commitment to integrity, long-term relationships and truly understanding what matters most to our clients. Together, we work collaboratively to help individuals and families make confident financial decisions and achieve meaningful outcomes over time.
Advisory Team
Philippa Elliott (Pippa)
Certified Financial Planner, Founder, Director, Owner
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.
Amanda Jarosz
Certified Financial Planner, Director, Owner
Amanda 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.
Laura Lewis
Certified Financial Planner, Owner
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.
Shanae Sinfield
Financial Planner, Owner
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.
Associate Team
John Hartus
Associate Advisor
John joined Momentum Planning in 2025. He started working in financial services 20 years ago and has worked in various roles such as administration, paraplanner and as an adviser for 11 years.
Penny McNiff
Associate
Penny is an Associate completing her Professional Year and brings over 25 years’ experience in financial planning and practice development. She supports advisers with strategy development, financial modelling, research and advice documentation, with strong technical capability and a high standard of compliance and quality.
Ryan Chen
Associate
Ryan 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.
Danielle Rodd
Associate
Danielle recently joined the Momentum Planning team in 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.
Anand Bhosle
Associate
Anand is an Associate supporting advisers with advice preparation, implementation and documentation. He brings strong experience in research and compliance support and is completing a Masters of Financial Planning, with a focus on producing accurate, well-structured advice material that supports quality client outcomes.
Client Service Team
Michaela Fellowes
Client Service Officer
Michaela joined the Momentum team in December 2013 and brings over 15 years of Client Service experience to the team.
Diana D’Arrigo
Client 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.
Kelly Kavanagh
Client Service Officer
Kelly enjoys meeting and greeting new and existing clients and is excited to work with them long term.
Joseph (Joey)
Client Service Officer
Joey is a Client Service Officer supporting advisers with client administration, implementation and ongoing service needs. He brings prior experience in financial planning operations, having held advice, administrative and paraplanning roles within a large UK advice practice prior to relocating to Australia. Joey is known for his attention to detail, strong organisation skills and commitment to delivering a positive client experience.
Ready to Meet Our Team?
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