Your Team
Financial Framework - your team for your goals
Your team to help you succeed
Our Client Concierge Service
When you work with Financial Framework, you get the best of both worlds: an expert Financial Adviser dedicated to your financial success, and an entire team of specialists behind them, working for you.
We call it our Client Concierge Service.
With our Client Concierge Service, there’s not just someone who is always looking after your financial future, you’ll have a team working together dedicated to ensuring your plan is on track and you are kept informed of your financial progress.
Our collective pool of knowledge and individual specialist skills has allowed us to offer the best service for our clients throughout every stage of their journey, and every member of our team is driven by a passion to help people succeed.
Your team of experts
Director/Financial Adviser
Dan has completed a Diploma of Financial Planning and became an adviser after an extensive background in commerce, accounting, finance and law. Dan is also a member of the Association of Financial Advisers.
Director/Financial Adviser
Joshua has been helping clients achieve financial success since 2010. He is also a Self Managed Superannuation Fund Adviser and has an Advanced Diploma of Financial Planning, Aged Care Accreditation and is a member of the Association of Financial Advisers.
Director/Financial Adviser
Will has been in the Financial Services industry since 2007 and has been advising since 2008. He has completed a Bachelor of Business (Majoring in Finance), an Advanced Diploma in Financial Planning and various other specialty accreditations.
Senior Financial Adviser
Jay has been a Financial Adviser since 2008 and has a Bachelor of Commerce from Curtin University as well as the Diploma and Advanced Diploma of Financial Services. Jay is also a member of the Association of Financial Advisers.
Financial Adviser
Ben has been in the financial advice industry since 2005, and has previously owned a financial planning business. Ben brings strong expertise and experience that enables him to provide quality advice to clients across a range of situations.
Financial Adviser
Jayden has completed a BCom and GradDip FP and has been an adviser for many years while supporting clients across all aspects of financial planning.
Operations Manager
Rebecca has been working in Financial Services since 2012. As Operations Manager she oversees business operations, client services and ensures the effective and successful management of the business.
Associate Adviser
Steven has been in the industry since 2018 gaining experience as a paraplanner and associate adviser. When it comes to working on plans for clients, he prides himself on his attention to detail and analytical abilities.
Associate Adviser
Persha joined Financial Framework in early 2025 as a Client Liaison Officer and was promoted to an Associate Adviser in August 2026. She was a former offshore support member for Financial Framework.
Associate Adviser
Iri joined Financial Framework in 2026 and brings extensive knowledge of the industry. She's previously held roles as an Associate Adviser and senior roles in Client Services. She's meticulous with the work she puts into the plans for our clients.
Marketing Coordinator and Client Liaison Office
Jas joined Financial Framework as a receptionist in 2023 and quickly went above and beyond her role, getting to know clients and becoming familiar with supporting the team administratively. In 2024 she took over responsibilities for marketing.
Client Liaison Officer
With over two decades of experience in the financial services industry, Carol brings a wealth of knowledge and a passion for helping clients achieve their financial goals. Throughout her time in the industry, she's worked in a variety of roles, bringing a broad perspective to her current role as Client Liaison Officer at Financial Framework.
Client Liaison Officer
Aimee joined Financial Framework in 2026 and brings four years of experience across wealth management, private banking and financial services. She's supported clients and advisers across a broad range of investments, transactions and operational matters.
Compliance Officer
Mateo joined Financial Framework in early 2022. He is committed to fostering a culture of compliance, integrity, and continuous improvement across the financial advice profession.
Financial Controller
Michelle joined the team as Financial Controller and Office Manager in July 2017. With over 25 years experience in accounts and office management, the business operates smoothly under her influence.
Senior Financial Planning Assistant
Jhon, located in the Philippines, became a member of the Financial Framework team in 2023. Collaborating with the CLO and Associate Advisers, he provides crucial support for advice paperwork and other financial planning tasks.
Financial Planning Assistant
In 2023, Jenny joined Financial Framework as a paraplanner. She is very focused on assisting the team and seeing the tasks through to completion. Beyond work, she finds relaxation in practicing yoga during her free time.
Financial Planning Assistant
Celine joined the Financial Framework team in February 2024 as a Financial Planning Assistant and has a Bachelor of Arts major in International Studies.