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 B.Com MFP

INDEPENDENT ASSOCIATE / TECHNICAL SPECIALIST

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.

Jessica Dean B Com

PARAPLANNER

Having completed her University degree Jessica began work in banking before transitioning to financial advice. Currently completing her Masters of Financial Planning, Jessica supports the advisers in meetings and in the preparation/execution of client advice.

Nimmi Siriwardana

CLIENT SERVICES

Currently in his final year of his Financial Planning degree at Curtin University, Nimmi commenced his professional career at Globe. He is the first person you will meet at Globe whether it be making an appointment or greeting you when you arrive at the office.

Coleen Sharpe

ACCOUNTS & FINANCE

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 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 B.Com MFP

INDEPENDENT ASSOCIATE / TECHNICAL SPECIALIST

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.

Jessica Dean B Com

PARAPLANNER

Having completed her University degree Jessica began work in banking before transitioning to financial advice. Currently completing her Masters of Financial Planning, Jessica supports the advisers in meetings and in the preparation/execution of client advice.

Nimmi Siriwardana

CLIENT SERVICES

Currently in his final year of his Financial Planning degree at Curtin University, Nimmi commenced his professional career at Globe. He is the first person you will meet at Globe whether it be making an appointment or greeting you when you arrive at the office.

Coleen Sharpe

ACCOUNTS & FINANCE

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.