Jayden started working in financial planning in 2019 after completing a Bachelor of Commerce (Finance and Economics) at the University of Western Australia.

Jayden is now completing further studies under the new professional standards for Financial Advisers and aims to one day be a Financial Planner, helping his own clients towards their financial and retirement goals.

Jayden started with Complete Financial Planning in 2022 and works alongside Emma and Kathy, developing strategies for our clients which help them meet their lifestyle and financial goals.

Jayden is originally from Toodyay and moved to Perth in 2015 to complete studies, now living in the foothills it’s a decision he is very happy with. Outside of work, you can find him spending time with his partner, or watching football (Fremantle of course).

Lorna started with Complete Financial Planning in February 2022. She is working 3 days per week in administration.

Lorna had worked in the stock broking industry since she was 17. She spent time working in London for Merryll Lynch whilst also seeing the world. Before starting her family in 2012 she was working as a trading assistant in stock broking.

Lorna enjoys the outdoors – trail walking, bike riding, fitness, caravanning.

 

 

 

 

Michelle joined Complete Financial Planning in February 2021. Michelle started her role in the financial world in1988 with Westpac Banking and then in 2005 working at Westpac BT Financial Planning.

Michelle has a husband and 2 sons. She likes spending time with down in Busselton with her husband, bike riding, travelling and spending time family and friends.

Kelli joined the company in 2016 as Administration Assistant to the Financial Planners. She previously worked for another Financial Planning company for 4.5 years, assisting with all Administration.

Kelli works Monday through Thursday as a Para planner remotely from Collie. She has an interest in learning the compliance side of the business as well.

Her hobbies include attending car shows and going on car cruises, RSL and reading.

Emma the second eldest daughter of Colin, joined the company in March 2007. She started working in the Finance Industry in 2000 as a Personal Assistant to Colin, while he was a Financial Planner at Westpac. She spent 5 years based in London working as a Tax Consultant. Whilst overseas she commenced studying to become a Financial Planner and has been qualified since August 2007.
Emma had her first child, a daughter, Zoe in 2015 and just recently had another child – son Riley in 2018. So has been enjoying the motherhood journey as well as being able to continue to work and run the business.

Her Community Involvements include:
State Committee Member on the Association of Financial Adviser’s (2012 – Current)
Chair of School Board of Glen Forrest Primary School (2017- Current)
Secretary of the Mundaring Toy Library association. (2015 – 2018)
School Banking Volunteer at Glen Forrest Primary School (2015 – 2018)
Vice President of Glen Forrest Community Kindy (2019)

 

Kathy the eldest daughter of Colin has been with Complete Financial Planning since 2003 and been qualified as a Financial Planner since March 2004. As a mother of 2 young children, Kathy has been able to work part time and establish a successful career in financial planning as well as raising her young family.

Evelyn has been working at Complete Financial Planning on and off since 2014 in administration.

She previously worked for MLC for a number of years.

She has recently just had a year off with her boys and is now back working a couple of days a week, helping out where she can.