Our Team
David Phippard
Financial Planner
Michelle Hanger
Financial Planner
Linda Poelsma
Client Services Manager
Financial Planner
Financial Planner
Client Services Manager
David has worked in the financial services industry since 1996, having first commenced as a financial planner in 1999. He is a qualified financial adviser having successfully completed the Diploma of Financial Planning (DFP). He is a Principal Financial Adviser and Business Owner of Epona Financial Guidance.
He is passionate about working with his clients to achieve their lifestyle and family goals. He recognises that whilst many people might share the same goals and objectives, they each start from a different place. As a result, he personally tailors his strategies for each individual client that he feels are most appropriate to achieve their goals and objectives.
Michelle has worked within the Financial Services Industry since 1995 and commenced work as a Financial Planner in 2003. After a period in “corporate life” at a number of fund management companies, Michelle made the decision to return to what got her started in the industry, a love of working alongside other like minded people to assist them in driving positive change.
Michelle holds a Diploma of Financial Services and is a Certified Financial Planner.
Michelle enjoys working with her clients on a very hands on basis and is committed to helping guide them to achieve their life plans.
Having started their own family, Michelle and her husband David lead a busy life, juggling the demands of two young daughters, a busy social life and the demands of careers.
Linda has been with Epona since 2013 in the role of Client Services Officer providing support to the team to ensure the efficient delivery of advice to our clients.
Linda comes from an accounting background but loves the diversity of her role in financial planning. Her exceptional organisational skills are paramount in ensuring that all our compliance deadlines are met.
Outside of the office Linda enjoys swimming, cycling and walking her two dogs. Her favourite pastime however is watching her two boys play basketball every weekend.