Donna brings over twenty years’ experience in the financial services industry, commencing her career with ANZ Bank in 1995. After working in business and personal lending roles, Donna gained an insight into financial planning and the importance of good quality, sound advice. This recognition and her desire to help others inspired her to commence a financial planning role with ANZ in 2001.
In early 2007, Donna and her long term ANZ colleague commenced their own financial planning practice. More recently Donna has founded DLP Life Design to continue to follow her passion of delivering a connected and holistic financial experience for clients, adding meaningful value across all dimensions of family wealth and maintaining long term relationships with her clients.
Donna is committed to supporting those who have lost a loved one or may have limited time to live, to navigate and plan their financial wealth and estate planning desires.
With our aging population, men dying younger, combined with almost half of marriages ending in divorce, one of the biggest challenges Donna sees for women is to create and manage their financial and family affairs. Donna is passionate about empowering and educating women to create wealth and achieve financial stability.
Donna enjoys maintaining good health, spending time at the beach with her two children and their chocolate Labrador. Donna also loves travelling and socialising with family and friends!
Click the link for Donna's Financial Services Guide.
Brenda is an accredited Aged Care Specialist Adviser and Certified Financial Planner, who specialises in Retirement Planning, Centrelink, Aged Care and Estate Planning. Brenda has worked as a Financial Adviser for 14 years and within the industry for over 20 years.
Brenda is a passionate advocate of ageing well and works closely with retirees and their families in exploring financial, accommodation and life options that help to prioritise health, lifestyle and fulfilment no matter what your age. This can sometimes occur during times of great stress for families who are caring for a loved one, with limited time to navigate finances and the aged care system. Being able to help retirees and their families through these difficulties and to achieve a good outcome out of what might seem like a very difficult situation, is what Brenda most loves to do.
Brenda has been interviewed various times for her professional opinion on radio and TV and writes articles for the West Australian Newspaper when she can. Brenda also often speaks and presents to community, seniors and retiree groups to improve public education and awareness of retirement issues and aged care. Her passion is to bring the best quality of life to older and ageing Australians through compassion, knowledge, planning and thinking outside the square.
Brenda holds a Diploma and Advanced Diploma in Financial Services as well as a Bachelor of Science and a Bachelor of Veterinary Medicine & Surgery (Hons).
Click the link for Brenda's Financial Services Guide.
Ashleigh has worked in the financial services industry for over 8 years. After graduating from Curtin University with a Bachelor of Commerce majoring in Financial Planning, Ashleigh joined an integrated financial planning and accounting practice which provided her with great exposure and experience to all areas of financial advice. She continued her enthusiasm for learning by becoming a Certified Financial Planner® with the Financial Planning Association (FPA).
Ashleigh has a passion for empowering clients to achieve their financial freedom and sees immense value in the services she can provide to clients, in particular when it comes to money management and personal insurance.
Outside the office, Ashleigh enjoys keeping fit and healthy, putting together a cheese platter for a Friday night in with the girls and a glass of red wine (life’s all about balance after all!).
Click this link for Ashleigh's Financial Services Guide.
With over 8 years’ experience in the financial services industry, Jasmin is passionate about her own savings and wealth progression and has harnessed this passion to assist others in achieving their financial potential.
Equipped with a technical mindset and the ability to develop a strong understanding of client's circumstances, dreams and aspirations, Jasmin is able provide a high level, all-encompassing service.
As a natural people person, Jasmin works harmoniously with our clients and our professional partners to successfully navigate and deliver exceptional outcomes.
When Jasmin isn’t co-ordinating our client’s journey, she enjoys weekends away, keeping active outdoors or spending quality time with her friends over a glass (or two) of Shiraz.
Jasmin also holds her Diploma in Finance Services.