I started with Planning Forward in 2004, initially as an employee before becoming an equity holder in the business later that year.   I believe that the more people can be in control of their finances, the more they can enjoy the important things life has to offer,  such as travel, family time and other pursuits.

Danny’s Qualifications:

• Bachelor of Education
• Graduate Diploma in Financial Planning
• Direct Equities Accreditation – ASX
• Self-Managed Super Funds – Kaplan

Interesting fact about me:

•  As a child I loved roaming around toy shops solving the Rubiks cubes on display

ASIC Authorised Representative – 280969

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I started with Planning Forward in 2007.  I love the strategic advice of financial planning, seeing the benefits clients can get from having an achievable plan in place.   I believe financial freedom is all about balance and that wealthy means different things to different people.

Bridget’s Qualifications:

• Bachelor of Applied Finance (Majoring in Financial Planning)
• Self-Managed Super Funds – Kaplan
• Accredited ASX Listed Adviser – Kaplan

Interesting fact about me:

•  I began a degree in sport science before my dad, Mark Ambrose, introduced me to the world of finance

ASIC Authorised Representative – 405895

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Mark joined the team at Planning Forward in 2011, after a decade with a Financial Institution Licensee. He is an active member of the Financial Planning Association and has received the highest designation of Certified Financial Planner.

Mark’s Qualifications:

• Certified Financial Planner
• Diploma in Financial Advising
• Direct Equities Accreditation – ASX
• Self-Managed Super Funds – Kaplan

Mark’s Specialties:

• Complex Financial Planning
• Advice for family business, professionals and self-funded retirees

Mark enjoys spending time with his family and has a keen interest in local South Australian Gin Breweries.

Interesting fact about me:

•  I can ride a horse sitting backwards

ASIC Authorised Representative – 417601

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I joined the Planning Forward team in early 2019 as the receptionist and client services officer. I have a background in banking and financial services and my primary purpose is to provide clients with hands-on support and assistance.

 

Interesting fact about me:

• I grew up on a station in outback Australia, 154km from Alice Springs

 

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I joined Planning Forward in 2018 in a part-time role. I worked in client services within the financial planning industry for many years before taking time out to have my two children. 

I enjoy keeping the office moving forward.

Interesting fact about me:

• I enjoy propagating plants in my spare time

 

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