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.
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.
Office Manager / Client Services Officer
Cert IV (Workplace Training)
Joanne holds a dual title in the team as Officer Manager and Client Service Officer. Being with the company since mid-2019 Joanne complements the Client Services Team with 8 years’ experience in Financial Planning. Joanne also holds a Certificate IV in workplace training, Joanne ensure the office runs smoothly and clients she works with are on track for success.
Joanne believes it is important to seek guidance from professionals for financial advice and believes Judy to be very qualified professional with the knowledge and experience to help you.
You know you are in good hands working with Joanne. With great attention to detail and dedication, she enjoys supporting smooth business function and working with clients to achieve their goals.
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.
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.
Client Services Officer - Casual
Roslyn brings a wealth of experience to our team with over 14 years’ experience as a Client Services Officer and a further 4 decades in the banking and finance sector. Working together with Judy for over 10 years, from NAB through to Power Financial Planning. Ros’s highlight working with Judy, is being able to work towards and see client’s achieving their goals in life.
Ros, as with the other Client Services Officer, interacts with clients daily. From implementing Judy’s financial advice to organising appointments, she enjoys a great rapport with all the staff and clients.
If Ros could impart guidance for potential clients is to stay focussed on what you want to achieve, let us help you. Then you are free to spend more time with family and friends. Ros would suggest to all clients to keep all your finances in order and most importantly ensure your Estate Planning is in place to suit your current circumstances.
Spending time with family and friends is especially important to Ros. Recent experience in her family with organ donation, has meant Ros spends a great deal of time championing the cause outside of work hours.