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

Collective Fp Image Placeholder

Siubhan Sadler

Senior Bookkeeper
Meet Siubhan
Pete-de-Jong

Pete de Jong

Communications Manager
Meet Pete
Cfp Team Daniel Irving

Daniel Irving

Director & Principal Financial Planner
Meet Daniel
Cfp Team David Woodcock

David Woodcock

Director & Small Business Financial Adviser
Meet David
Andrew Howson

Andrew Howson

Director & Accountant
Meet Andrew
Kelvin Morley

Kelvin Morley

Director & Accountant
Meet Kelvin
Caitlyn — Collective Financial Partners team

Caitlyn Jones

Senior Accountant
Meet Caitlyn
Casey 3 Head

Casey Jurd

Senior Accountant
Meet Casey
Jeremy Cooke — Collective Financial Partners team

Jeremy Mackney

Accountant
Meet Jeremy
Anthony Foy — Collective Financial Partners team

Anthony Foy

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

David Leslie

Senior Financial Planner
Meet David
Sharon Fowler

Sharon Fowler

Lending Specialist
Meet Sharon
Aaron — Collective Financial Partners team

Aaron Edie

Paraplanner
Meet Aaron
Sarah Henderson paraplanner

Sarah Anderson

Financial Planning Associate
Meet Sarah
Photo of Ayrton Sementchkoff

Ayrton Sementchenkoff

Paraplanner
Meet Ayrton
Nicole Davies

Nicole Davies

Client Services Manager
Meet Nicole
Kayla Blanch

Kayla Blanch

Client Services
Meet Kayla
Helena Deaves

Helena Deaves

Client Services
Meet Helena
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Let’s catch up for a free chat.

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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