Lvl 3, Lantos Place, 49 Station Rd

Indooroopilly, QLD 4068

07 3378 9681

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.

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Meet the team

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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

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

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.
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Bella Siemsen

Client Services Officer
Bella joined the P3 Financial Planning team in June 2015.  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.  She has worked within the Financial Planning Industry for 6 years bringing with her some great experience to enhance the team’s skills overall.  Outside of work Bella loves camping, fishing, cooking and playing Oztag.
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Maria Anderson

Review Associate
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

Review Associate
Blaine joined P3 in his new role of Review Associate in August 2017. Blaine completed a Bachelor of Business (Finance) at Queensland University of Technology and upon graduating in 2013, took on an administration and Paraplanning role with us.
Blaine left us for a while to fulfil his dream of living and working in the snow of the Rocky Mountains in Canada. He is back now and wants to help other people achieve their financial dreams. Blaine is a keen Rugby fan and on weekends he can be found down the coast catching waves.

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