wms planning

planning > our team

  
 

Julie Dolan - Divisional Director
jdolan@wmssolutions.com.au

  • Divisional director of WMS Planning.
  • Julie has 15 years experience in the Financial Planning and Self Managed Superannuation Fund Industry with a strong focus on wealth accumulation and protection, retirement planning and effective estate planning.
  • Julie was a finalist for the 2007 International Women’s Day Leadership Award and the 2007 AFA Rising Star Award.
  • Julie is a licensed financial adviser & authorised representive with Professional Investment Services.
     
 

Travis LeCornu SIA (Aff)

  • Divisional director of WMS Risk.
  • Travis is a licensed financial adviser with a strong focus on wealth protection and a passion for business succession strategies. Travis has extensive experience both in Australia and overseas advising clients on these areas.
  • In managing WMS Risk, Travis applies his knowledge to research the latest market initiatives to ensure clients have access to the most comprehensive strategies, services and products available.
  • Travis is a licensed financial adviser & authorised representive with Professional Investment Services.

 
   
 

Taryn Barnes - Para-Planner
 tbarnes@wmssolutions.com.au

  • Taryn joined WMS in 2002 in the support staff team as receptionist. She has gained experience as an Executive Assistant to two partners and the Supervisor of our Practice Management team.
  • During the last year, Taryn has undertaken study in the financial planning area, successfully attaining PS146. Taryn is currently a Para Planner, understudying Julie Dolan in all aspects of financial planning.
  • In her spare time, Taryn enjoys spending time with her family and friends.
     
 

Robyn Rashleigh - Financial Planner

  • Robyn has a Bachelor of Commerce with a double major in both accounting and finance.
  • Robyn commenced her career as an accountant specialising in Self Managed Superannuation Fund reporting and has also completed her Financial Planning Diploma. Robyn is a member of the Self Managed Superannuation Fund Professionals Association of Australia.
  • Outside of work Robyn enjoys the gym, kayaking, catching up with friends and getting to the beach whenever she can.
  • Robyn is a licensed financial adviser & authorised representive with Professional Investment Services.
     
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