With over two decades of experience in the financial services industry, Jin brings a wealth of expertise and a deep commitment to delivering exceptional client experiences. After joining the industry in 2003 as a fresh university graduate, Jin has honed her skills through various roles, including client services, financial adviser, assurance and management. This broad background allows her to understand every aspect of the business, from client relationship management to regulatory compliance.
As Practice Manager, Jin’s passion lies in creating synergy within the team, streamlining operations, and safeguarding the long-term success of the business. Her dedication to continuous improvement ensures clients receive tailored, high-quality service while fostering a collaborative, efficient workplace culture.
FWP Investment Committee: Future Wealth Planners Voting Member
Simon is a CFA Charterholder with over 10 years of experience in the industry, and joined the FWP team in 2021. Since joining FWP he has been involved in shaping the firm’s approach to investing – contributing research, reporting and evaluation. He holds a bachelor’s degree and an Advanced Diploma (ADFP), and supports the development and documentation of tailored financial advice.
Simon serves on the Investment Committee at Future Wealth Planners, operating within the Committee’s charter to support oversight and guidance on investment strategy, governance, and risk management. He brings a values-driven approach that places the client at the heart of all matters.
He is passionate about continuous learning and is currently expanding his knowledge of Python programming to enhance his understanding of data and finance.
Tracy has over 15 years’ experience working in accounting and financial reporting departments. With an Advanced Diploma in Accounting and over 10 years working in corporate accounting teams including implementing digital solutions, Tracy has a wide range of knowledge and strives to provide a high level of efficiency and support to meet the needs of advisers and clients.
With a Bachelor’s degree in Business Management and a background in Education and Banking Services, Jesh brings a unique blend of strategic insight and interpersonal expertise to Client Services.
Passionate about fostering meaningful relationships and delivering exceptional support, she ensures every client experiences seamless service and personalized solutions.
Whether guiding customers through complex inquiries using analytical skills or implementing service improvements to drive success and ensure compliance, Jesh is dedicated to making every interaction valuable.
Blythe has over 20 years’ experience as both a Financial Planning Assistant and Paraplanner and brings extensive knowledge of superannuation, investments, retirement planning and personal insurance. She is a highly motivated Adviser Support Officer who aims to provide a high level of technical and administrative support to advisers.
Rebecca is an experienced client service professional with a solid background in financial planning. She is passionate about delivering high-quality, client-focused support and is committed to ensuring every client experience is smooth, informed, and well-supported. Rebecca values building trusted relationships and takes pride in her attention to detail and professionalism. She holds a Bachelor of Commerce with a double major in Finance and Financial Planning from Curtin University.
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