Every member of the Financial Framework team is an exceptional finance specialist
Financial Framework is a team of finance specialists. We offer quality, responsible financial advice to individuals, families, partnerships and businesses looking to grow their wealth. Your Financial Framework adviser will provide you with the expert knowledge and the right tools to help you construct your own financial framework – optimising your income, spending, savings, investments, superannuation and insurance. We help you build the strongest future possible for you and your family.
We are very team-oriented. When you're with Financial Framework, you get the best of both worlds: a dedicated individual who is focused on your specific needs, and an entire team of experts behind them. If things get tricky, or you need to step into new financial territory, we have specialists who can take you there and guide you through it. Our collective pool of knowledge is extremely deep, and every member of our team is driven by a genuine love of what we do.
With our Client Concierge service, we will regularly touch base with you to keep you informed on your financial progress and make sure your needs are being met. Working with you well into the future, we will continue to optimise your financial situation as it develops.
We assess your current financial situation and tailor the most effective plan to reach your financial goals. Your own financial framework will be constructed using strong layers that support each other. We will examine your daily, monthly and long-term finances, utilising every possible way to maximise your wealth, improve your tax position and secure your future.
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.
Paul has 14 years experience in the Financial Services industry. During that time he has provided holistic planning advice to a wide range of clients where his strength revolve around clients with complex retirement planning needs.
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.
Brett has joined the Financial Framework team and is enjoying his return to the financial services industry. During his time away from finance he worked his way up to the position of dealer principal of a respected automotive dealership in Midland.
Guy has been part of the Financial Services industry since 2000. He completed his Certificate IV (Financial Planning) in 2004 and Diploma of Financial Services (Financial Planning) in 2008. Guy is also a member of the Association of Financial Advisers.
Joshua is one of the brightest new faces at Financial Framework. He arrived with a wealth of experience. He has served individuals and families in the financial services industry for over 10 years and has worked with his own clients for over 5 years.
Michelle joined the team as Financial Controller and Office Manager in July 2017. With 25 years experience in accounts and office management, the business operates
Caroline began her journey with Financial Framework while she was studying a Bachelor of Marketing and Communications. Since graduating, Caroline has been
Maddy has been with Financial Framework since June 2014. Since joining, Maddy has progressed from a basic admin/reception role to admin support, her main roles
Christine joined the Financial Framework Team in January 2015. She brings with her over 20 years of experience in the Financial Services Industry, predominately in an
Joanne filled the Reception role at Financial Framework in April 2015, arriving with 10yrs experience in reception/administrative roles across a variety of industries.
Rebecca has been working in Financial Services industry since 2012. She joined Financial Framework as part of our office support team.
Chris's role as Communications Manager focuses on maximising the client experience at Financial Framework.