FINANCIAL FRAMEWORK - Key Persons
Ben has been in the financial advice industry since 2005, and has previously owned a financial planning business. Ben brings strong expertise and experience that enables him to provide quality advice to clients across a range of situations.
Ben specialises in working with pre-retirees, retirees, corporate leaders and business owners, and has a degree in Commerce from Curtin University and a Advanced Diploma of Financial Planning.
As someone ‘who has done the yards', Ben understands that financial decisions can be complex and overwhelming, and he strives to simplify the process by offering clear explanations and personalised strategies.
Outside of work, Ben has a passion for craft beer and has even ventured into creating his own beer.
Christine is an acclaimed Claims Manager with over 30 years of experience in the Financial Services Industry, specializing in TPD claims, Insurance Claims, Centrelink, and Deceased Estates. Since joining the Financial Framework Team in January 2014, she has been instrumental in guiding clients through the complexities of the claims process, focusing on alleviating stress and enabling them to concentrate on recovery or coping with loss.
Her dedication to client welfare is underscored by her winning the IFA Excellence Awards 2023 for Client Outcome of the Year, recognizing her exceptional ability to secure the best outcomes for clients during their most challenging times.
Beyond her professional expertise, Christine is passionate about making a difference in people's lives, a trait that extends into her personal life where she enjoys cooking, gardening, and outdoor adventures with her family and two dogs. Her commitment to excellence, combined with a compassionate approach, makes Christine a cornerstone of our team and a cherished support to our clients.
Job Titles:
- Director
- Financial Adviser
Job Titles:
- Financial Planning Assistant
Jhon is based in the Philippines and joined the Financial Framework team in 2023. He partners closely with the CLO and Associate Advisers to support them with advice paperwork and other financial planning-related needs.
Prior to working in the financial planning industry, Jhon worked as a mental health counselor. To relax, he enjoys reading books, listening to music, and exploring good places to eat.
Job Titles:
- Director
- Financial Adviser
Job Titles:
- Financial Controller
- Office Manager
Michelle joined the team as Financial Controller and Office Manager in July 2017. With over 25 years experience in accounts and office management, the business operates smoothly under her influence. Michelle's high degree of organisation, fluency in numbers and efficient benchmarks provide confidence in all administrative task holders. Outside of office hours, Michelle enjoys spending time with her husband and two Labradors and has a keen interest in south west and wine regions of Western Australia.
Scott has been in the Financial Services industry since 2013. He has a Bachelor of Business (Banking and Finance), is a Certified Financial Planner® and a member of the Financial Planning Association.
Scott has extensive experience in Financial Services. He enjoys working with clients to help them identify their goals and objectives, and then providing guidance to help with achieving them. He also believes that building long-term lasting relationships is the best way to ensure clients remain on track.
Scott is originally from the Barossa Valley and moved to Perth in 2006, a decision he is very happy with. Outside of work, you can find him spending time with his wife and two daughters, or keeping active by cycling, playing cricket or golf. He's also keen on watching football… both Aussie Rules and Soccer.
Shyrra received her Bachelor of Science in Management Accounting and her Advanced Diploma in Paraplanning in 2023. In the same year, she joined Financial Framework as a Paraplanner.
Shyrra, a new member of the team, delves into difficult topics and tactics when preparing Statements of Advice for clients. She is dedicated to assisting people in effectively positioning their finances.
She spends her free time outside of work practicing for dancing competitions and spending time with her dogs.
Stephen has been in the financial industry over 20 years and has had various roles including working as a financial planner for over 10 years.
Stephen enjoys helping clients achieve their lifestyle and financial goals so they can live their best life.
Outside of work, Stephen enjoys spending time with friends and family along with helping coach his nephew's footy team.
Steven has been in the industry since 2018 gaining expertise as a paraplanner and associate adviser within that period. He prides himself in his attention to detail and analytical abilities to provide the most optimal solutions for clients.
Steven has a Bachelors of Science in Financial Counseling and Planning from Purdue University and continues to be passionate about advancing his knowledge and expertise in financial planning.
He was born in Lafayette, Indiana and moved to Australia in 2018. A self-proclaimed geek, Steven loves video games and anime, and desires to have a collection of cowboy boots. He has since picked an AFL team to follow (Richmond) because they have the same colours as his university team, and continues to embrace the ‘aussie lifestyle'.
Tenelle joined Financial Framework as a CLO in October 2021.
She joins us with a wealth of Client Liaison experience across many industries, a Bachelor of Commerce from Curtin University, and a positive upbeat attitude.
Job Titles:
- Director
- Financial Adviser
Job Titles:
- Director
- Financial Adviser