Our Team
Meet Our Financial Planning Team
James Petterson
Director & Financial Planner
James has had a lifelong passion for financial planning which has led him to open J P Financial Planning in August 2015. Helping everyday Australians achieve more positive outcomes has been the bed rock of what James is developing as…
Jasmine Hastings
Client Services Officer
Jaz brings enthusiasm and drive to the team as the client service officer. In the final year of study of a double degree in Business and Film Management, Jaz has no hesitation in applying her versatile skills and charismatic charm…
Katrina Carnahoff
Paraplanner
Katrina joined the team in early 2021, bringing with her over 15 years of experience working within the financial planning industry. Originally from Canada, Katrina moved to Australia to complete her double degree in Economics and Journalism at the University…