Meet Our Team

 

Our commitment to help Financial Planners deliver their strategies has seen us build a truly national network. We invite you to get to know us.


DONNA KLAJMAN

Managing Director

I have spent the past 16 years working in the Financial Services industry in a variety of roles that have included Compliance, Paraplanning and Advising. Many years ago, I was fortunate enough to work alongside many highly-respected Financial Planners, Accountants and Lawyers, providing the inspiration to continue my career in Financial Planning. While I continue to be actively-involved in all areas of the business, my main focus is driving the company's growth by focusing on strategy, marketing, identifying opportunities, growing the product line, and building the team.  Outside of the business, I am a keen tennis player and a life-long student of the guitar. I love my coffee and I am inspired by simplicity.

 

MANDY EATS

Senior Paraplanner

I am a Certified Financial Planner who has worked in the industry for over 15 years, including 5 years as an adviser. I have over 3 years of experience with Xplan (including comprehensive knowledge of Super Solver, Risk Researcher, XTools & XTools+). Before this, I was an experienced user of Visi and all of its functionality. I have sound and broad knowledge of Microsoft Office programs, with extensive knowledge in Excel.