AURUM PLANNING WA

OUR TEAM

Our team of advisers has a combined expertise of 83 years in the industry. They are supported by 6 staff members including 1 Para Planner.

Brendan Downes B.Comm, DFP
Director / Senior Adviser - Perth Office

Brendan graduated from the University of Western Australia in 1996 majoring in Finance and Economics then entered the Financial Planning industry in 1997 with HLM Pty Ltd before joining the Aurum Planning team in 2004.
Brendan also has a Diploma in Financial Planning from the Financial Planning Association.
Brendan specialises in Self Managed Superannuation Funds and Personal Risk Insurance.

Simon Phillips SA Fin.
Director / Senior Adviser - Perth Office

Simon is a Senior Associate of the Financial Services Institute of Australia. After a period of working for a trading company in Japan he entered the Financial Service Industry through Financial Wisdom Ltd in 1994. Simon was appointed a senior Financial Planner with Financial Wisdom in 1997. He started the Aurum Planning team with David in 1998.
Simon also has a Diploma in Financial Markets from the Financial Services Institute of Australia.
Simon specialises in research co-ordination, portfolio and asset management.

Graham Wroth B.Comm, AFPA(Snr)
Senior Adviser - Albany Office

Graham is an accountant and financial adviser with over 25 years experience in each area. He holds senior qualifications in each profession and has a special interest in small business, pre and post retirement strategies and qualifying for Centrelink & Vet Affairs pensions.

David Phillips
Director / Senior Adviser - Perth Office

A 40 year veteran of the Financial Services industry in Australia. David worked for Prudential Assurance Co. for 25 years before joining with his son, Simon in creating the Aurum Planning team in 1998.
David specialises in Corporate Superannuation and Personal Risk Insurance.

Bhavin Shah
Para Planner

Having graduated with a Bachelors Degree in Commerce majoring in Accounting and Financial Planning from Curtin University in 2004, Bhavin has gained considerable experience in the financial services industry through his position as a Para Planner/Strategist with a number of practices in Perth. Bhavin works closely with the Advisers in assisting with strategy implementation and portfolio reviews for clients as well as preparing related documentation summarising the recommendations made.

Murray Phillips B.Bus. CPA
Company Accountant - Perth Office

Murray is responsible for the financial administration of both the Perth and Albany offices.

Kaye Rowley
Business Administration Manager - Perth Office

Kaye has been with the company from inception. Kaye is responsible for day to day administration and management of Aurum Planning back office.

Kelly Ame
Account Manager - Perth Office

Over the past 11 years Kelly has worked in many areas of the financial services industry, including finance broking, risk, super and portfolio administration. During this period Kelly has completed her Diploma of Business and Certificate of Finance. She currently administers our corporate risk and superannuation portfolios.

Jenny Allen
Client Service Manager - Albany Office

Jenny is a long standing member of the Albany team. Jenny handles almost all aspects of client management in Albany. Investment recommendations and implementation is done jointly between the Albany and Perth offices.