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
Tim has been in the Financial Services industry since 1999 and a Financial Adviser in Perth since 2002. He has completed the Diploma of Financial Planning and has a Bachelor of Business. Tim is also a member of the Association of Financial Advisers.
Director/Financial Adviser
Dan has completed a Diploma of Financial Planning and became an advisor after an extensive background in commerce, accounting, finance and law. Dan is also 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.
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.
General Manager
I am a passionate professional, with 31 years’ experience in the financial planning industry, both in the UK and Australia, helping individuals seek financial advice to realise their financial goals, together with helping more advice practices deliver valuable advice services to their clients.
Financial Adviser
Courtney joined the Financial Framework Advice Team in 2019. With a long history in financial services, working with motor vehicle loans and home and property loans, he now enjoys working with clients to meet their holistic financial advice needs.
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.
Operations Manager
Rebecca has been working in the Financial Services industry since 2012. She joined Financial Framework in 2016 as part of our Client Liaison team, and has recently taken on the role as Operations Manager on top of her current workload.
Associate Adviser
Maddy has been with Financial Framework since June 2014. Since joining, Maddy has progressed from an admin/reception role to Client Liaison Officer and now Associate Adviser.
Associate Adviser
Scott has been in the Financial Services industry since 2013. He has a Bachelor of Business (Banking and Finance), is a Certified Financial Planner® and a member of the Financial Planning Association.
Associate Adviser
Stephen has been in the financial industry over 20 years and has had various roles including working as a financial planner for over 10 years. Stephen enjoys helping clients achieve their lifestyle and financial goals so they can live their best life. Outside of work, Stephen enjoys spending time with friends and family along with helping coach his nephew's footy team.
Claims Manager
Christine joined the Financial Framework Team in January 2014. She brings with her over 30 years of experience in the Financial Services industry.
Client Liaison Officer
Tenelle joined Financial Framework as a CLO in October 2021. She joins us with a wealth of Client Liaison experience across many industries, a Bachelor of Commerce from Curtin University, and a positive upbeat attitude.
Client Liaison Officer
Fadzai has been in the Financial Services Industry since 2015. She holds a Diploma in Financial Planning, Bachelor of Science Honours Degree in Economics, and a Master in Finance. She enjoys making a positive impact in people’s lives. Outside of work, Fadzai is a Creative who loves to write.
Client Liaison Officer
Sandra has been in the financial industry since 2011 and has been a welcome addition to our team since starting in early 2022.
Advice Integrity Officer
A recent addition to the team, Mateo joined Financial Framework in early 2022. He has a Bachelor of Commerce (Business Law) and is currently studying Postgraduate Law at the University of Western Australia.
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.
Graduate Trainee
Jordan graduated in 2021 with a Bachelor of Commerce majoring in Finance and Financial Planning from Curtin University and joined Financial Framework in 2022. Jordan is a part of the Graduate Program at Financial Framework where he is learning all components of the business to one day be a Financial Adviser.

Book in with one of our experts