Kathryn Schimke

BCom BSc USQ, A Fin

Paraplanner

Kathryn joined Goodman private wealth advisers in 2007 as a paraplanner. Her role involves providing technical support in the preparation of Statements of Advice and financial projections, and undertaking product research both on an individual client basis and via contributing to the investment committee.

With a keen interest in direct equity investments, Kathryn is enthusiastic about choosing the appropriate investments for all Goodman clients.

Kathryn has obtained a Bachelor of Commerce (Finance) / Bachelor of Science (Applied Mathematics) with Distinction through the University of Southern Queensland and is currently completing a Graduate Diploma of Applied Finance and Investment with Kaplan Professional.

Clancie Morrissey

Portfolio Administrator

Clancie's role at Goodman private wealth advisers is Portfolio Administrator where she is committed to providing the highest quality client and administration services.

Clancie has been part of the Goodman team since June 1998. Her understanding of financial planning processes, attention to detail and ability to develop relationships with people at all levels have gained her the respect of both her clients and her peers. Clancie was awarded the Women in Finance Employee of the Year Award (firms of less than 10 staff) in 2001.

Clancie has an integral role in innovative client management at Goodman private wealth advisers. Recognised Australia-wide as leaders in the area of client management the firm was a finalist in the client management category of the Asset Innovation Awards 2005.

Clancie's qualifications include:

Romina Borg

Portfolio Administrator

In her role as Portfolio Administrator Romina demonstrates a passion for client service, taking a personal interest in clients and providing the highest quality client and administration services.

Recognised Australia-wide as leaders in the area of client management the firm was a finalist in the client management category of the Asset Innovation Awards 2005.

Romina plays an integral role in supporting client management at Goodman private wealth advisers. Her responsibilities include monitoring of quality and compliance procedures and reporting on key performance indicators.

Romina joined Goodman private wealth advisers in 2006 after more than 10 years in banking and finance with Suncorp. She has since successfully completed the first course in the Tribeca Diploma of Financial Services (Financial Planning).

Jessica Warton

Client Relationship Manager

Jessica Warton joined the Goodman team in May 2010 as Client Service Assistant. Jessica's role is to provide a high level of support to the Goodman team and clients. She also provides administration assistance to Private Family Office clients.

Jessica has been working as a Mortgage Broker and Loans Processor for Mortgage Choice for the past eight years, in her father's business at Ashgrove. She has specialised in residential lending and client services, working with a large variety of clients from first home owners to professional property investors.

After completing her Diploma of Financial Services (Financial Planning), she was keen to expand her knowledge of the financial services industry and is excited about the opportunity to work at such a highly respected firm as Goodmans.

Anna Cotter

Practice Manager

Anna Cotter joined the Goodman private wealth advisers as Practice Manager in April 2011

Anna comes to us with over 25 years experience in the Financial Services Industry in various roles. Anna's most recent position was Business Development Manager at BT Financial Group, where she worked for twelve years. During this time, Anna was responsible for the Client Investor Centre for many years as well as Relationship Manager for the BT Private Clients. Anna also brings with her many years of experience at Perpetual Trustees where she was Human Resources and Administration Manager.

Anna's experience and passion for superior client service and ensuring people receive the best advice relevant to their situation are valuable attributes for managing Goodman wealth advisers.

Anna holds an Advanced Diploma in Financial Planning.

Jahna Boog

BBus (Acc)

Private Family Office Accountant

Jahna joined Goodman private wealth advisers in early March 2011 as the Private Family Office Accountant.

Jahna has a Bachelor of Business (Accounting Major) and has gained experience in the accounting sector from working in accounting/tax firms and private enterprise over the past 10 years. Her previous role as Management Accountant predominately focused on the preparation of consolidated financial statements and income tax returns of a large multi-tiered corporation.

Jahna heads up the relatively new arm of Goodmans which is The Private Family Office. Here her sound knowledge of accounting and taxation matters will prove to be invaluable as she undertakes the day-to-day administration and reporting of our clients personal affairs to ensure that their financial house is in order all-year-round.

Lindsey Pentelow

BLaw BCom

Paraplanner

Lindsey has recently moved to Brisbane from Adelaide with her husband, Ben and joined the Goodman team as a paraplanner. Lindsey has completed a Bachelor of Laws and a Bachelor of Commerce at Adelaide University and is in the final stage of her Graduate Diploma of Applied Finance.

Lindsey also brings with her over four years practical experience in the financial service industry with a major financial planning firm in Adelaide. She is excited to be living in Brisbane and working at Goodmans. Just recently married, Lindsey has a whole other new adventure ahead of her as well.

We are certain Lindsey's extensive study and experience will be a great asset to the Goodman team. We wish Lindsey every success in her new role at Goodman private wealth advisers.

Nacole Owen

B.Int Bus (Acct)

Company Accountant

Nacole joined the team at the end of July 2011 as the part-time Company Accountant. Nacole's role is to manage the company accounts from invoices and wages to completing the end of month financials and BAS statements. The role has a lot of variety and she is enjoying the full end to end accounting process.

Nacole has previously worked for 13 years with Australia Post and held a variety of roles in various divisions including Accountant, Business Analyst, Senior Market Development and Analysis Manager, Business Development Manager and her final role as a Sales Manager. She has a Bachelor of Business degree and has worked in the accounting field for over 20 years in both large and small organisations.

Nacole enjoys being active and has recently joined a running club to improve her speed and distance. She also enjoys travelling especially with her husband Neale and two children Lara and Sienna.