Meet the Team
CFP, B Bus, Dip FP.
Bernard has a Business Degree in Financial Management and Economics from Curtin University and has also completed the Diploma of Financial Planning (DFP) through Deakin University. Following the completion
of the DFP programme, Bernard qualified as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and is authorised to use this designation. Bernard has been in the Financial Planning Industry since 1994.
You can view Bernard's LinkedIn profile here
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CFP, Adv. F.P, B.Comm
Julia holds a Bachelor of Commerce from Murdoch University and is also qualified as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and is authorised to use this designation. Julia has been specialising in the Finance Industry since 1994. Her career commenced in commercial lending with the National Australia Bank, after which she moved across to Merill Lynch and worked as a stockbroker. In the late 1990's she was promoted to the role of Vice President within the Funds Management division which enables her to work directly with Financial Planners. She has presented at many industry conferences and professional development days focusing on portfolio construction and investment management. Julia joined the Lighthouse Capital team in 2006 and has enjoyed the transition to now be working directly with clients to assist them with achieving their financial goals and objectives.
Julia was invited to attend Stanford University’s Executive Leadership Course in California in 2013. This program which is held highly in international regard, was a catalyst for further enhancements within the practice.
You can view Julia's LinkedIn profile here
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CFP®, B.Sc, ADFS, SSA™
Travis is the Principal of Lighthouse Capital South West, is also a qualified CERTIFIED FINANCIAL PLANNER™ (CFP®) and is authorised to use this designation. He works closely with clients to develop measurable goals and provides strategic financial advice focused on assisting clients to achieve their desired outcomes. He enjoys building relationships for the long term and works to empower clients to make informed decisions along their financial journey. He is a member of the Financial Planning and Self-Managed Super Fund Associations, holding the designation of a Self-Managed Super Specialist Designation - SSA™. He is also a registered Tax (Financial) adviser with The Tax Practitioners Board. He first applied his analytical and enquiring mind to his original Bachelor of Science studies at Murdoch University.
You can view Travis' LinkedIn profile here
B.Ec, Grad Dip Applied Finance and Investment, ADFP
David has been advising clients in the financial services industry for over 22 years. His experience includes advising British investment institutions in London with Deutsche Bank, and management of a successful planning practice in Perth. He has managed the outperforming Best 20 investment portfolios, available to clients, for over 10 years. His qualifications include Bachelor of Economics and Graduate Diploma in Finance and Investment.
David is now a Principal in the practice and also specialises in Collaborative Law, assisting families through the process of divorce.
You can view David's LinkedIn profile here
B.Comm, Adv. Dip FP
Josh holds a Bachelor of Commerce (Finance) from Curtin University and has also completed the Advanced Diploma of Financial Planning (Adv DFP) and is qualified as a CERTIFIED FINANCIAL PLANNER ™ (CFP®). Josh has been working in the financial planning industry since 2012.
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Donelle has been working with Lighthouse Capital since 2006. She has completed her Advanced Diploma of Financial Planning (AdvDipFP) and her Graduate Diploma in Financial Planning (GradDipFinPlan),
and is currently enrolled in her Masters of Financial Planning (MFinPlan). She has tried her hand at several roles within the company and is currently employed as Team Manager, Risk Specialist and Senior Paraplanner. She is passionate in educating people about their financial future and hopes to instil financial confidence into the next generation.
You can view Donelle's LinkedIn profile here
Dip FP, B.Comm
Chardae holds a Bachelor of Commerce from Curtin University and has completed the Diploma of Financial Planning (Dip F.P) through Kaplan Professional. She is currently in the final stages of completing her Advanced Diploma of Financial Planning (Adv DFP) and is looking to begin her CERTIFIED FINANCIAL PLANNER ™ (CFP®) in early 2018. Chardae has been working in the financial planning industry since 2015 and is driven by working with a team of like-minded individuals who are passionate about achieving great outcomes for their clients.
You can view Chardae's LinkedIn profile here