Technical Specialist:

    At Ellerfield, we invest our time in thorough research and development, so we can offer you the best possible advice tailored to your needs.

    Our team of technical specialists use their skill and knowledge of the various investment vehicles available to you, thus creating strategies that are second to none.

    The technical specialists at Ellerfield work in tandem with the advisers in order to create a detailed financial plan for every client.
    		Jennie Barnes ADFS (FS)
     Senior Paraplanner

    Jennie started in the Financial Planning industry in June 2000 as a Investment Consultant with the Commonwealth Bank.

    She is now a senior Paraplanner with Ellerfield Financial Planning and is responsible for preparing quality financial and technical strategies.
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      Kathy Fraser
    Senior Paraplanner

    Kathy has been working for Financial Institutions since 1980 including Colonial Mutual, Citibank and more recently four years as a Para Planner with Commonwealth Financial Planning on the Sunshine Coast.

    Kathy says “I believe we have a duty of care to help our clients achieve their financial goals”.
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      Sharon Donohoe
    Paraplanner

    Sharon is originally from Sydney and moved to Brisbane QLD in 1994.  After living in Brisbane for a few years Sharon decided to move further up to the Sunshine Coast.

    Sharon has worked in various roles in the Financial Planning industry for over 15 years including Paraplanning and Financial Planning.  She joined our team at Ellerfield as a Paraplanner in 2011.
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