GOALS & DREAMS FINANCIAL PLANNING TEAM

Kath
Kath
Rachel
Rachel
Leanne
Leanne
Damaris
Damaris
Brad
Brad
Shelley
Shelley
previous arrow
next arrow
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.

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.

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.

Rachel
Rachel Steigenberger
Financial Adviser
B.Bus, D.FP

Rachel graduated with distinction from Queensland University of Technology in 2013, earning the Dean's Award for Excellence in her Bachelor of Business. After a successful administrative career in professional services, she sought a more impactful and challenging path, leading her to financial planning.

In 2015, Rachel completed her Diploma of Financial Planning and joined the industry through the competitive and award winning AMP Horizons training academy, where she placed second in her cohort. She has since completed a Graduate Diploma of Financial Planning and is a Chartered Retirement Planning Counselor.

Rachel has had the privilege of helping hundreds of clients navigate their financial lives with patience, care, and support. Outside of work, she enjoys spending time outdoors with her husband, dog, and their energetic and funny 3-year-old son.

Rachel Steigenberger
Financial Adviser
B.Bus, D.FP

Rachel graduated with distinction from Queensland University of Technology in 2013, earning the Dean's Award for Excellence in her Bachelor of Business. After a successful administrative career in professional services, she sought a more impactful and challenging path, leading her to financial planning.

In 2015, Rachel completed her Diploma of Financial Planning and joined the industry through the competitive and award winning AMP Horizons training academy, where she placed second in her cohort. She has since completed a Graduate Diploma of Financial Planning and is a Chartered Retirement Planning Counselor.

Rachel has had the privilege of helping hundreds of clients navigate their financial lives with patience, care, and support. Outside of work, she enjoys spending time outdoors with her husband, dog, and their energetic and funny 3-year-old son.

Rachel Steigenberger
Financial Adviser
B.Bus, D.FP

Rachel graduated with distinction from Queensland University of Technology in 2013, earning the Dean's Award for Excellence in her Bachelor of Business. After a successful administrative career in professional services, she sought a more impactful and challenging path, leading her to financial planning.

In 2015, Rachel completed her Diploma of Financial Planning and joined the industry through the competitive and award winning AMP Horizons training academy, where she placed second in her cohort. She has since completed a Graduate Diploma of Financial Planning and is a Chartered Retirement Planning Counselor.

Rachel has had the privilege of helping hundreds of clients navigate their financial lives with patience, care, and support. Outside of work, she enjoys spending time outdoors with her husband, dog, and their energetic and funny 3-year-old son.

Leanne
Leanne Camilleri
Paraplanner / Client Service Manager
BCom (Acctg, Fin, Comm.Law) MFinPlan

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.

Leanne Camilleri
Paraplanner / Client Service Manager
BCom (Acctg, Fin, Comm.Law) MFinPlan

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.

Leanne Camilleri
Paraplanner / Client Service Manager
BCom (Acctg, Fin, Comm.Law) MFinPlan

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.

Damaris
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.

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.

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.

Brad
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.

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.

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.

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.

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.

SEND AN ENQUIRY

    Scroll to Top