Goals & Dreams Financial Planning Team

Kath

Kath Orman

Senior Financial Planner

Dip FP CFP 

With over three decades of experience in the financial planning industry, Kath has built a remarkable career dedicated to empowering individuals to achieve their Goals & Dreams. In 2001, she established Goals & Dreams Financial Planning.

Kath’s qualifications include a Dip FP and CFP certification. However, it is through her invaluable experiences navigating real-life financial situations over the years that she has truly honed her craft.

With a passion for empowering others, Kath strives to help individuals seize control of their financial decisions and conquer the “fear” surrounding money. Through comprehensive education and guidance, she empowers clients to take charge of their financial futures, fostering ownership and confidence.

Beyond her exceptional work as a financial planner, Kath is currently engrossed in the writing process of her forthcoming book “Attitude Abundance & Action”, drawing from her wealth of knowledge amassed throughout her illustrious career.

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Luke Murnane

Financial Adviser

BBus, Grad Dip App Fin & Inv

Luke brings nearly 25 years of experience in the financial services industry. After completing his studies, Luke pursued his corporate career working in Sydney and London. After moving to Brisbane, he felt the need for a more fulfilling career that allowed him to make a lasting positive impact on people’s lives.

Driven by his desire to help individuals achieve financial peace of mind, Luke found his calling as a financial planner. For him, financial planning goes beyond numbers—it’s about building trust and providing clarity in an uncertain world. Each person’s circumstances are unique, and Luke tailors his approach accordingly.

Outside of work, Luke’s busy weekends revolve around his wife Anita and three boys, who keep him active and engaged. While he cherishes the joyful chaos of family life, he also looks forward to his future passion for lawn bowls when the nest eventually empties.

Luke’s dedication to family, financial planning, and the joy of lawn bowls defines him perfectly.

Rachel

Rachel Steigenberger

Financial Adviser

B.Bus, D.FP

Leanne

Leanne Camilleri

Paraplanner / Client Service Manager

BCom (Acctg, Fin, Comm.Law) MFinPlan

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Damaris Okumu (CPA)

Paraplanner & Compliance Officer

Damaris joined Goals and Dreams as an intern bringing along a wealth of knowledge in accounting, customer care and superior organisational skills.

Over the years, Damaris has excelled in organising the information at Goals and Dreams deriving workable strategies and solutions that have streamlined our business.

With a passion of helping others live their best lives, Goals and Dreams provides an environment to thrive and be excellent.

Her passion is extended to giving back to her community in her free time.

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Brad Marshall

Financial Planning Assistant

Introduced to the world of financial planning at a young age, Brad’s keen interest in investing sparked at the age of 14, setting him on his current path.

Whilst Brad has a Bachelor’s degree in Exercise and Movement Science, specialising in Sport Science and Performance Analysis, his diverse range of career interests led him to explore various fields. However, it was his fascination with the intricacies of finance that ultimately captivated his attention and led to his current role.

Drawing on his multidisciplinary background, Brad brings a unique perspective to his work, blending his analytical skills and keen eye for detail to gain a comprehensive understanding of financial strategies.

Beyond the realm of financial planning, Brad finds fulfilment in his passion for astrophotography.

Shelley

Shelley Marshall

Events Coordinator

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.

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