OUR TEAM

Our team at Yield Financial Planning has had decades of experience simplifying the task of planning our clients' financial future. We build lasting relationships with our clients, with honesty and integrity at the forefront of all advice we provide.

Our staff have various qualifications collectively including Degrees, Masters, Advanced Diplomas and CFP status and we share knowledge regularly at our fortnightly team meeting and day to day. We also undergo continuous professional education and development to ensure we are always providing you with the highest quality and up to date advice you would expect.

If you choose to engage with us, you will find that each of our supportive team members has the knowledge and expertise to guide you towards the outcomes that can provide you with peace of mind, clarity and optimism about your future.


James McFall

Managing Director

 

Daniel Dutt

Senior Paraplanner

 

Prashant Nagarajan

Financial Planner

 

Karlo Klasan

Paraplanner