Our team

Here to help you grow 

We measure our success by yours

Collective Financial Partners’ team of Financial Planners, Accountants, and support staff genuinely cares about your financial well-being.

We use our expertise in retirement planning, superannuation advice, personal and business taxation, auditing, business structuring, and lending to give you the peace of mind of knowing that you have a trusted partner in your corner.

We’re here to help you grow and protect your wealth so you can achieve the lifestyle you want.

“We never expected to find a team like Collective Financial Partners who would help us grow to the size we are now and whose service offering would continue to evolve as we needed.”

Andrea Cooper
Aspire Speech Pathology

Meet our Directors

Pete-de-Jong

Pete de Jong

Communications Manager
Meet Pete

Daniel Irving

Director & Principal Financial Planner
Meet Daniel

David Woodcock

Director & Financial Planner
Meet David

Andrew Howson

Director & Accountant
Meet Andrew

Calum Macpherson

Associate Accountant
Meet Calum

Kelvin Morley

Associate Accountant
Meet Kelvin

Caitlyn Jones

Senior Accountant
Meet Caitlyn

Jeremy Mackney

Accountant
Meet Jeremy

Hayley Stuart

Accountant
Meet Hayley

Anthony Foy

Senior Financial Planner
Meet Anthony
Photo of David Leslie Senior Financial Planner

David Leslie

Senior Financial Planner
Meet David

Sharon Fowler

Lending Specialist
Meet Sharon

Aaron Edie

Paraplanner
Meet Aaron

Nicole Davies

Practice Manager
Meet Nicole

Kayla Blanch

Client Services
Meet Kayla

Helena Deaves

Client Services
Meet Helena

Debbie Cosgrove

Administration Assistant
Meet Debbie
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Let’s catch up for a free chat.
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How can we help you grow?

Meeting in person, or online if that suits you better, is the best way to figure out if we’re the right fit for you. Just email or call us to get the ball rolling.

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