The Team

The Team

The Advisers

Our Team

Callum Duffy
Callum Duffy
Advice Associate/Client Manager

Hi, my name is Callum, and I am one of the client managers at Profusion Planning, where I help clients achieve their financial goals and objectives through the implementation of the advice from your financial planner. I am currently completing my Bachelor of Commerce degree at Curtin University, majoring in Finance and Financial Planning. I am passionate about learning new skills and staying updated on the latest trends and developments in the financial services sector and have been known to wake up at ridiculous hours to watch Formula 1.

Jason Rule
Jason Rule
Paraplanner

Hello, My name is Jason, I have fun in the background preparing your financial plans. I have been a financial professional for over 20 years and worked in Investment Banking for some big American banks, stockbroking and of course financial planning. I love seeing our clients achieve their financial goals and enjoy working with such great people at Profusion. In my spare time, I love to spend time with my family, watch sport and keep fit.

Stacey Kitto
Stacey Kitto
Client Manager

Hi, I'm Stacey, I work closely with Brodie Martin to ensure each client achieves their financial goals. Our combined passion, dedication and commitment to excellence means you can trust that your financial future is in the best of hands! My professional journey in this industry spans over a decade. Outside of the office, raising my son as a single mother keeps me constantly on my toes. This beautiful yet chaotic life inspires and challenges me daily as I balance providing for his future while being present and not taking this time for granted. These experiences shape my understanding of financial security and future planning.

Yvonne Poulman
Yvonne Poulman
Client Manager

As a Client Relationship Manager, I will be one of the key people you talk to on a regular basis. I am known to go over and beyond for clients ensuring everyone feels well looked after and has a positive experience - a key value here at Profusion! I have two beautiful young daughters to keep me busy! In the event that I find some spare time, I love to exercise, with F45 and yoga being my activities of choice.

Cynthia Collis
Cynthia Collis
Client Manager

Hi my name is Cynthia and I am one of the friendly Client Mangers here at Profusion. I am here to assist with implementation of your plans, keep you up to date with progress and any general queries you may have. I have a young son who keeps me active and in my spare time I like to exercise, sing and spend time with loved ones.

Alistair Wayda
Alistair Wayda
Paraplanner

Hi, I’m Alistair, I do a lot of the technical ‘behind the scenes’ work in the office. I work with your Financial Adviser to help prepare your financial plan and reporting.

Nicky Newbury
Nicky Newbury
Office Manager

Hi, I’m Nicky and was part of the original Profusion office when it formed back in 2009. I have recently returned on a full-time basis in the role of Office/Finance Manager. I feel very lucky to be back working with such great people and seeing so many familiar client faces – in a way it feels like a second family!

Lily McDowell-Keir
Lily McDowell-Keir
Client Manager

Hello, my name is Lily and I am one of the client managers here at Profusion. I will be here to help implement your advice and offer any assistance I can. Starting in administration, I realised I had a passion for learning the business so have grown to be a part of the client manager team. I look forward to helping everyone reach their goals, and hope I can offer the best experience for you in achieving them.

Corrine McCann
Corrine McCann
Reception/Administration Assistant

Hi my name is Corrine, I am the Administration Assistant for the lovely team that makes up Profusion Planning. I am here to help you and our team every step of the way to ensure your experience with Profusion Planning is to the highest of standard. I'm happy to help in any way I can, and I hope I can bring a smile to each and every person.

GESB
GESB

GESB West State and Gold State offer a number of benefits that you may not be able to access through other superannuation funds.

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