GLOBE FINANCIAL PLANNING - Key Persons
Having completed a Masters of Financial Planning in addition to a Bachelor degree, Aaron is well positioned to help clients make good money decisions. With nearly a decade of experience in financial services, he is passionate about education and financial literacy for all clients.
Coleen has been part of the Globe team from the start. Coleen's role with Globe now centres on managing the day to day financial operations of the business, which allows the advice team to focus on looking after their clients.
David founded Globe Financial Planning in 2009 to focus on providing holistic advice in the best interest of his clients. Proudly independent, David works with professionals, business owners and those approaching retirement to help them navigate their financial lives.
Having completed the Certified Financial Planner™ certification, a Master of Financial Planning in addition to a Bachelor degree, Jessica is well positioned to help clients make good money decisions. Jessica is passionate about getting to understanding clients "why" and helping them to achieve their own success.
Karen joined our team with diverse experience from working across banking, accounting, and business advisory services. Karen supports all three advisors in the implementation of client advice and the daily operations of the practice.