Helen-Wratten-300

Helen Wratten

Co-Founder

As a qualified AMP Financial Planner and a member of the Financial Planning Association of Australia I can guide and advise you whatever your financial need. Let us discuss your financial concerns together so a suitable solution and recommendation can be provided to achieve your goals. Helen has been an AMP Financial Planner since 1999.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)

Memberships and Associations

  • Authorised Representative of AMP Financial Planning
  • Financial Planning Association of Australia Member
Delwen-Dean-300

Delwen Dean

Co-Founder

As a qualified AMP Financial Planner I am happy to help and advise you with suitable recommendations to enable you to achieve your goals. Delwen has been an AMP Financial Planner since 2006, she has completed her Master of Financial Planning (through Griffith University), and Delwen received AMP Financial Planning’s “Excellence and Innovation Award” Qld in 2007.

Qualifications

  • Master of Financial Planning
  • Diploma of Financial Services (Financial Planning)

Memberships and Associations

  • Authorised Representative of AMP Financial Planning
  • Financial Planning Association of Australia Member

Joan Thomas

I have been a Financial Planner since 1985 and I enjoy the challenge of seeing my clients achieve financial success. I was a social worker prior to becoming a financial planner and feel I am aware of some of the social and economic issues facing families today.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Diploma of Financial Planning

Memberships and Associations

  • Authorised Representative of AMP Financial Planning
  • Financial Planning Association of Australia Member

Simon Parker

In my role as a financial planner I am committed to educating, engaging and supporting as many people as possible to take control of their finances. I am able to discuss your financial and lifestyle goals with you and make appropriate recommendations to help you accomplish them. My passion for financial planning comes from my desire to assist people in their efforts to lead the kind of life they want to lead. Simon joined the Designed Wealth Team in 2016 having previously worked with AMP Financial Planning. Simon is working towards his Master of Financial Planning.

Qualifications

  • Bachelor of Business Management from The University of Queensland
  • Advanced Diploma of Financial Planning from Monarch Institute
  • Commissioner for Declarations

Memberships and Associations

  • Authorised Representative of AMP Financial Planning
  • Financial Planning Association of Australia Member

Mazin Albassit

I am a dedicated Financial Planner working towards my Master of Financial Planning. I am client focused with a strong work ethic, highly motivated with the ability to successfully motivate and engage my clients. Mazin joined the Designed Wealth Team in 2017 having previously worked with AMP Financial Planning. Prior experience includes Senior Health and Safety professional.

Qualifications

  • Bachelor of Business (Management) from Griffith University Queensland
  • Diploma of Financial Planning from Mentor Education
  • Diploma of Occupational Health and Safety from Central University of Queensland

Memberships and Associations

  • Authorised Representative of AMP Financial Planning
  • Financial Planning Association of Australia Member