When you are welcomed as a new client, you will be introduced to our team face to face.
This provides the knowledge and peace of mind that you are being cared for by a dedicated team who all work together to understand your needs.
Goals & Dreams Financial Planning Team
Senior Financial Planner
Dip FP CFP
Kath Orman is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Having been in the financial planning industry since 1987, in 2001 I founded Goals & Dreams Financial Planning. I became a member firm of Genesys Wealth Advisers in 2005 and transitioned to Charter Financial Planning in 2021.
I have a Dip FP and CFP qualification, but the best learning has been working with real life situations over many years. We have a huge postcard board in our foyer where we proudly display postcards sent by our clients from all over the world.
I am passionate about helping people (especially women) take ownership of their decisions and help them feel empowered by educating them and facing the “fear” that is often associated with money (or lack thereof).
I belong to many Women’s networking groups and have recently joined the Institute of Women International, where I have undertaken advanced studies and I am now qualified to assist women to live their lives without limitation.
I am also currently in the process of writing a book “Attitude Abundance & Action” where I expand on the knowledge I have gleaned over many years.
Associate Financial Planner
Allyce began her career in the wealth management industry 15 years ago. She has worked as a qualified International Trust & Estate Practitioner in the Channel Islands, the Cayman Islands and, most recently, Barbados.
Allyce has completed her Diploma of Financial Planning.
Shelley has been part of the Goals & Dreams team on and off now for 13 years. Her main role has been as the events co-ordinator, given her experience in the performing arts industry. Over the years Shelley has taken on various roles within Goals & Dreams through administration, customer services, data entry and as project manager.
Previously working and living overseas in both India and Singapore, Shelley has gained real world experience whilst achieving her own goals & dreams.
Shelley holds a Cert II in Business Communication technologies, a Bachelor of Fine Arts degree (Drama & Dance) and various Diplomas in dance. She is grateful for her time here and is learning to balance her role within the Goals & Dreams office, working as a performing artist and motherhood.
Client Services Manager
Judy started with Goals and Dreams Financial Planning on July 2nd 2019, and is the face who greets you as you come in the door. Judy has been in the Administration and Reception fields for over 40 years, and brings her knowledge and values with her. She has a keen eye for attention to detail, and enjoys helping and caring for our customers and staff.
Judy loves spending time with her family, especially her two gorgeous grandchildren. She enjoys an active outdoor lifestyle, and incorporates yoga, pilates, walking and swimming into her busy week. High priorities are spending time at the beach, and caravanning in the great outdoors with family and friends.
When asked what Judy enjoy about working for Goals and Dreams Financial Planning, she says to the staff and clients, “I am excited to be a part of the Goals and Dreams Family. It is an honour to work alongside such knowledgeable, friendly, courteous and caring people.”
Paraplanner & Compliance Officer
With a Bachelor of Commerce (Accounting) and studying towards attaining The CPA accreditation, Damaris joined Goals & Dreams as an intern seeking to learn and understand the financial planning process and its fundamentals.
Damaris brings value to our team from her overseas experience in accounting and customer service having worked in the hospitality industry and with the national union of teachers in Kenya.
Working at Goals & Dreams is a dream in itself as it’s in line with her conviction of making a difference through helping others achieve their goals, enjoy the journey and better their lives.
In her spare time when not at Goals & Dreams, Damaris works with autistic young people and adults living with quadriplegia in independent group homes.
Financial Planning Trainee
Brad was introduced to the financial planning industry at a young age. He has always shown a keen interest in investing and has been doing so since the age of 14.
Over the years, Brad has had a few different career interests, having graduated university with a Bachelor of Exercise and Movement Science majoring in Sport Science and Performance Analysis, and dabbling in a number of different job fields.
He is looking forward to his new role as a financial planning trainee.