Lvl 3, Lantos Place, 49 Station Rd

Indooroopilly, QLD 4068

07 3378 9681

info@p3fp.com.au

Our Team

Welcome to P3 Financial Planning. P3 Financial Planning caters for all your business and personal financial needs, including Financial Planning, Superannuation and Retirement planning, Self Managed Super Funds, Wealth Creation, Personal Risk Insurance and Financing.

P3 Financial Planning exists to provide integrated financial solutions to all generations of families and businesses enabling them to make fully informed and timely decisions so that they achieve a better financial future.

P3FP team

Meet the team

Jim Penner

Jim Penner

Director/Adviser
Jim Penner has a background in Financial Services and Planning that dates back to his Credit Union experience while working and studying in Canada.  The Credit Union mentality of, ‘People are Members, not Numbers’ is something that has stayed with him during his career.   He has worked for both large Institutional Financial Companies as well as smaller boutique organisations.

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Jon Morrow

Jon Morrow

Director/Adviser
Jon Morrow has a background in Financial Services and Mortgage Broking both in Australia and the UK where he has worked in the industry for over 16 years. He brings an expertise in financial planning, as well as having a strong lending background. He has worked for both large institutional financial companies as well as smaller boutique organisations. Having worked in larger organisations Jon now prefers the personal relationships that are developed in a boutique organisation and is a firm believer in offering clients a comprehensive service to help them achieve their long term goals.

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Saara Buckley

Saara Buckley

Operations Manager
Saara joined P3 Financial Planning in April 2015.  She has 20 years experience in the Financial Services industry, and has worked on both sides of the fence ie financial planning practices to funds management to risk insurance.  She is passionate about customer service and will ensure that you have the best experience possible each time you make contact with P3 Financial Planning.  Saara works closely with the directors and is responsible for the day to day running of the office, including Human Resources.  Saara’s passion is health and fitness, having completed her first half marathon run in 2014.
Bella Siemsen

Bella Siemsen

Client Services Officer
Bella Joined P3FP in June 2015.  Her role at P3FP is to maintain and provide thorough support to our clients. She also assists in the administration of everyday business. She has worked within the Financial Planning Industry for 7 years, bringing with her some great experience to enhance our client’s overall experience.  She enjoys cooking, camping and spending time with her family.
Maria Anderson

Maria Anderson

Financial Adviser
Maria joined the P3 Financial Planning team in April 2017. Upon completing her Bachelor of Arts in Business Economics and Master of Science in Business Analysis & Finance in England, she commenced employment in the treasury department at a mid-size retail bank in Moscow, Russia, where she worked for 3 years. Soon after arriving in Australia in 2014, she completed her Diploma of Financial Services and starting working in the financial planning field. Since then, she has gained considerable industry experience. She enjoys working in financial planning because while it requires an analytical approach, building relationships with people is at the heart of the job. As she lived for many years in a climate where sunshine is in rather short supply, outside work she enjoys nothing more than being by the sea enjoying the great weather Australia has to offer.

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Blaine Miller

Financial Adviser
After completing a Bachelor of Business (Finance) at QUT in 2013, Blaine started his career at P3FP in a Paraplanning role. This is where he gained an in depth knowledge of Financial Planning and what is required to form quality advice.
While Blaine enjoys the analytical side of Financial advice, as an adviser he now looks forward to building personal relationships and providing tailored plans to help clients reach their goals.
Although many people say they look for a ‘bit of grey’ in a Financial Planner, Blaine embraces the fact that he is a Millennial adviser. It is for this reason he enjoys working with other millennials and young families to make money, and have fun doing it.
Against his better judgement, Blaine still plays Rugby Union with the University of Queensland. He is an avid sports fan and can often be found pulling his hair out at Reds and Broncos games.

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Zach Penner

Zach Penner

Junior Paraplanner
Zach joined the P3 Financial Planning team in February of 2016 in an Administrative Assistant Role. His time at P3FP has been his entry into the Financial Services industry, however having the ability to practically apply skills and knowledge he is learning from University has vastly assisted in his development. He is halfway through a Bachelor of Commerce (Finance) at Griffith University. Zach finds joy in seeing clients attain their financial goals & objectives.
Aletta Bennett

Aletta Bennett

Administration Assistant
Aletta joined the P3 Financial Planning team in May 2019.  She is the bright and bubbly star that will greet you at the front door or answer your call when you make contact with the P3FP team. Aletta has 20 years of Customer Service experience, working in many different industries. She lived in the U.S.A for 14 years, during this time she completed her Bachelor of Science in Management from Louisiana State University. Spending time with her 2 kids is usually where you will find her, but she has never lost sight of her two passions, travelling and helping people.
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