David Sharpe CFP® B Com DipFP MAICD
FOUNDER & INDEPENDENT FINANCIAL PLANNER
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.
Aaron Duncombe CFP® MFinPlan B Com
INDEPENDENT FINANCIAL PLANNER
After joining the profession in 2009, Aaron gained a breath of experience in the areas of Accounting and Superannuation management before becoming a Financial Adviser. His technical qualifications include degrees in Economics and Finance, a Masters degree Financial Planning and the Certified Financial Planner designation. Aaron is passionate about financial literacy and ensures he communicates advice clearly in language that everyone can understand.
Jessica Dean CFP® B. Com MFP
INDEPENDENT FINANCIAL PLANNER
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 Corcoran
OFFICE MANAGER
Karen came to Globe with diverse experience from working in banking, accounting, and business advisory services. She supports our advisors in implementing client advice, para-planning, and managing the practice’s daily operations. Karen is dedicated to making a positive impact and assisting our clients in achieving their goals. She is currently studying towards her Graduate Diploma of Financial Planning.
JANET BROWN
OFFICE ADMINISTRATOR
Janet joined our team with experience from working in the UK and Australia across financial services, arts & culture and tertiary education sectors. Originally from Canada, Janet supports the team and clients alike in the administrative and the daily operations of the practice.
David Sharpe CFP® B Com DipFP MAICD
FOUNDER & INDEPENDENT FINANCIAL PLANNER
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.
Aaron Duncombe CFP® MFinPlan B Com
INDEPENDENT ASSOCIATE / TECHNICAL SPECIALIST
After joining the profession in 2009, Aaron gained a breath of experience in the areas of Accounting and Superannuation management before becoming a Financial Adviser. His technical qualifications include degrees in Economics and Finance, a Masters degree Financial Planning and the Certified Financial Planner designation. Aaron is passionate about financial literacy and ensures he communicates advice clearly in language that everyone can understand.
Jessica Dean CFP® B. Com MFP
INDEPENDENT FINANCIAL PLANNER
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 Corcoran
OFFICE MANAGER
Karen came to Globe with diverse experience from working in banking, accounting, and business advisory services. She supports our advisors in implementing client advice, para-planning, and managing the practice’s daily operations. Karen is dedicated to making a positive impact and assisting our clients in achieving their goals. She is currently studying towards her Graduate Diploma of Financial Planning.
JANET BROWN
OFFICE ADMINISTRATOR
Janet joined our team with experience from working in the UK and Australia across financial services, arts & culture and tertiary education sectors. Originally from Canada, Janet supports the team and clients alike in the administrative and the daily operations of the practice.