As your financial adviser I have the qualifications and experienced to provide advice in all aspects of financial planning, including expertise in GESB Gold State and West State Superannuation.
As an owner and Director of Profusion Planning, I am very proud of the work that we all do for our clients.
It’s my job to assist your Financial Adviser to help prepare your financial plan. Having worked previously as a Financial Adviser and Accountant, I pride myself on working with your experienced Financial Adviser to provide exceptional personal financial advice tailored to clients specific objectives and goals.
As Client Manager, it is my job to make sure you feel welcomed and relaxed when you visit our office. In some cases, I may be the first person you meet at Profusion Planning and also one of the key people you speak to on a regular basis.
Research and Compliance Officer
Hi, I’m Melissa, the Office Manager at Profusion Planning. As the Office Manager, I like to think that we have a very friendly and supportive team to assist with any of our client’s needs, and I’m sure they will make you feel very welcome. I’m lucky enough to work with such encouraging people.
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.
Hi, my name is Tynaya and I work closely with the advisers and support team to implement your financial plan and assist with day-to-day queries. I am currently completing my Bachelor of Business and Financial Planning and love applying my learnings to the real-life situations within the business
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.
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!
Hi, my name is Lily and I am your main point of contact at Profusion Planning. You will meet me almost every time you visit the office and I am here to ensure the professional and courteous delivery of service. I enjoy working at Profusion and find it extremely satisfying watching everyone work towards achieving their goals! I look forward to meeting you next time you are in the office!