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OUR TEAM

Power Financial Planning is the same trusted team providing you with the professional and expert advice and support you have come to expect over the last two decades, simply with a fresh independent licensee.

 

Calling into the office, you will speak to the same staff members who continue to provide high level service and develop close working relationships with our clients.

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JUDY DOLAN

Principal

CFP®, B.Comm (UQ), Dip FP (Deakin), SA Fin

Judy is the Principal and owner of Power Financial Planning Pty Ltd. Judy’s career in Financial Planning started in 2000, her experience in the financial sector spans 3 decades. Power Financial Planning is the new business brand, continuing Judy’s strong, self-employed Financial Planning business (previously NAB licensee). Prior to working as a Financial Planner, Judy worked as a Human Resource Manager and Bank Manager for the NAB. Her background and experience enhance her natural compassion and understanding of the different stages of lives and the ability to deliver for a wide range of client needs. Judy advises with professionalism, knowledge, compassion and with the benefit of several decades experience.

 

Judy holds several qualifications, including a Bachelor of Commerce (UQ) and Diploma of Financial Planning (Deakin University). She is also accredited as a Certified Financial Planner (CFP) from Financial Planning Association and has the title of Senior Associate with FINSIA (FIN SA). Judy has the knowledge, backed by experience, to provide the best advice for her clients. Judy regularly pursues professional development opportunities to stay abreast of current legislation and trends in the industry and ensure her advice is up-to-date and tailored for your unique circumstances.

 

Judy and her family have been local to Mount Gravatt for over 20 years. Well ingrained in the local community, you might find her cheering her kids on from the sidelines or catching up with friends over huge amounts of pasta and seafood. Or in her downtime, curled up on the couch with her nose in a book or silently miming the words watching Love Actually.

SUE CALDWELL

Client Services Manager

Diploma of Financial Planning (Financial Services)

Sue joined our team in June 2021 and is our Client Service Manager and complements the Client Services Team, with over 20 years’ experience in the Financial Planning industry.

 

Sue holds a Diploma of Financial Planning (Financial Services) and enjoys getting to know clients and keeping clients updated with every step of the advice process.

 

Sue believes it is important to seek guidance from professionals for financial advice and Judy believes that Sue is a very qualified professional with the knowledge and experience to help you.

 

You know you are in good hands working with Sue. With great attention to detail and dedication, she enjoys supporting smooth business function and working with clients to achieve their goals. 

 

Outside of work Sue enjoys spending time with family and friends. On weekends she enjoys working in her vegetable garden and hanging out with her grandson.

MARK DOLAN

Client Services Officer

Mark holds the role of Client Services Officer with Power Financial Planning Pty Ltd and has since 2015, balancing this with his role as a house dad. Prior to joining his wife, Mark owned and successfully ran a lawnmowing franchise for 4 years and was with the NAB as a Client Services Manager and a Business Lending Officer for 10 years. The best part for Mark working for Power Financial Planning is the development of relationships with clients and the close-knit team. Seeing and helping different people every day is one of the highlights of his day. Mark tries to impart to all existing and potential clients that “Everyone needs advice” from early career starters through to retirees.

 

It will not surprise Mark’s clients to know he is a bit of an adventure buff – he probably gets the ideas from his favourite movie series – The Bourne Identity. When not at work, assisting Judy or the kids, you will find him exploring the array of mountain road curves and scenery in and around Brisbane.

DOMINIC LAM

Client Services Officer

Dominic Lam joined Power Financial Planning as a Client Service Officer in 2020, with several years’ experience as a bookkeeper. Since he started Dom has proved himself to be a very capable and reliable member of our team and has great rapport with the clients. Dominic believes the team is supported by broad background of knowledge and experience with all members contributing to achieve the best outcome for the Client. Daily Dom assists with the preparation and organisation of information for client meetings and reviews.

 

Outside of work, you can find Dom at home finalising one of his many D-I-Y projects or reading through the adventure series Ranger’s Apprentice. Dom is quite handy and proud of his DIY efforts and hard work for clients.

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PHONE      07 3219 1273  

EMAIL         judy.dolan@powerfp.com.au

OFFICE       Suite 3, Ground Floor, Banksia Building,                          Garden Square, 643 Kessels Road,
                  Upper Mount Gravatt QLD 4122 
                  (off Macgregor Street)
 

Power Financial Planning Pty Ltd

ACN 603 079 287/ABN 12 603 079 287

 Authorised Representatives

Consultum Financial Advisers Pty Ltd

Australian Financial Services Licensee 230323

Registered Office at Suite 3, Level 8, 309 Kent St Sydney NSW 2000

Judy Dolan and Power Financial Planning Pty Ltd are Authorised Representatives of
Consultum Financial Advisers Pty Ltd ABN 65 006 373 995, AFSL No 230323,
Registered Office at Suite 3, Level 8, 309 Kent St Sydney NSW 2000.
Consultum is part of the IOOF Group of companies.
Power Financial Planning Pty Ltd is not part of the IOOF Group.

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Any advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.

 

The material contained in this website is based on information received in good faith from sources within the market, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate.

 

Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee or any of the IOOF Group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this website.

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