Financial Planner
Financial Planner
Client Services Manager
Client Services Manager
Paraplanner
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.
You know how you need something to bind things together?
Well, think of Nicole as the glue that holds Epona together, or as Nicole likes to refer to herself “the right hand woman.”
Nicole started with us in 2010, bringing with her over 20 years experience in the financial services industry. She started her career working with a number of the larger financial institutions and moved into private practice working alongside financial planners in 2004.
Nicole is responsible for the day to day administration of the office and all things “customer service”. Hers is the friendly voice you’ll hear on the phone and the welcoming smile you’ll see when you visit our office.
In her spare time she loves to be creative, making lovely one-off pieces of jewellery, painting and drawing masterpieces and spending time with her furry four-legged family.
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.
Heather has been with Epona Financial Guidance since 2019 after moving into the industry from retail management. She has been in the financial planning industry since 2015 after completing a Diploma of Financial Planning and the Advanced Diploma of Financial Planning.
She began in an administration and implementation role, and has now moved to a paraplanner role where she does the financial modelling and creates the advice documents in the form of Statements of Advice and Records of Advice.
She really enjoys helping people on their financial journey and loves to see the financial improvements which we make to people’s lives. In her spare time, she enjoys spending time with her family, both human and fury children, playing tennis and holidaying.
