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 provides holistic financial planning advice, specialising in investments, and family law settlements. He offers a boutique, relationship based service, tailored to each client's individual needs. David has over twenty five years experience managing investments asset allocation and direct share portfolios. This includes advising large London based Institutional funds managers on their Australian equities portfolios.
He holds four industry relevant tertiary qualifications and continues ongoing professional education.
David is a Collaborative law financial professional, offering team based equitable solutions for couple's separation financial settlements. By working with collaborative family lawyers he assists couples complete timely, successful financial settlement arrangements, via an amicable group based process, minimising family disruptions and delays. He is a strong advocate of the Collaborative process.
David is a member of the Financial Planning Association of Australia (FPA). He is a Council Member, Member and former Treasurer of Collaborative Professionals WA (CPWA).
You can view David's LinkedIn profile here
B.Comm, Adv. Dip FP, CFP®
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 Masters of Financial Planning (MFinPlan). She has tried her hand at several roles within the company and is currently employed as Team Manager, Associate Adviser (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
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Chardae holds a Bachelor of Commerce from Curtin University and has completed her Advanced Diploma of Financial Planning (AdvDipFP). She is looking to continue her studies in the future. 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