Our Team
Diploma of Financial Planning (Dip FP)
Certificate in Financial Markets
I have over twenty years’ experience in financial services offering holistic advice to clients from all age groups and background.
Through Triumph Financial Planning, I recommend strategies that are tailored to meet each client’s objectives and desired outcomes and importantly, provide on-going reviews as part of our service.
Maintaining currency with all aspects of financial planning is achieved through ongoing training, professional development and conferences. I have a special interest in assisting rural clients and those approaching retirement.
My list of accreditations is shown in my Planner Profile.
Craig has a wealth of experience in business, banking and finance. In addition to working for local companies, Craig has owned his own business in Gladstone and has worked within a major Australian Bank. This has given Craig an understanding of finance from the perspective of an employee, a business owner and everything in between.
Craig has a passion for problem solving and helping people achieve their goals.
My list of accreditations is shown in my Planner Profile.
Justice of the Peace (Qualified)
Sharon is the Practice and Compliance Manager for the business and ensures all advice is timely and compliant. Sharon has over 17 years' experience in the financial planning industry – having held positions of Office Manager, Financial Adviser and Senior Para-Planner.
Sharon brings a wealth of experience in all facets of the financial planning process.
Amanda is the Office Manager and Receptionist for the business. Amanda joined our team in 2013, and now shares her reception duties with Rhyanna. Amanda and Rhyanna are the first point of contact when phoning or coming into our office.
Amanda came to us with a background in domestic travel and general insurance.
Di has over 30 years of experience in financial planning. Di works as a Consultant in our business supporting Philippa, Craig and the team in preparing strategies to assist clients in achieving their wealth and retirement goals.
Kylie is an experienced Paraplanner who has a Diploma of Financial Services with a demonstrated history of working in the financial services industry. Specialising in Superannuation and Retirement, Centrelink, Business Planning, Debt Management, Investment Advisory, Management, Business Relationship Management and SMSF’s.
Rhyanna is our Receptionist and Office Administrator. Rhyanna started with the business in 2018 as casual after school. In 2021, Rhyanna became part-time and started a traineeship, studying for her Certificate III in Business Administration. Rhyanna completed her traineeship in 2022, passing with flying colours, and is now a full-time employee.
Sue has worked in the Finance industry for approx. 40 years. Sue has worked in the banking industry in different roles over her career, this is where she developed her desire to enter into the Financial Planning Industry and obtained her Diploma of Financial Service while working full time in the banking industry. Sue has operated as a Financial Planner, Financial Adviser (Risk Insurance only) and Financial Associate. Sue has also completed her certificate of Medical Terminology. Sue joined our business at the end of October 2022, and works closely with Sharon as a Compliance Support Officer.