Experience - Blueprint Wealth is an award-winning specialist financial planning services practice that has been serving clients across Australia since 2001. Our team brings over 250 years of combined experience in the financial services industry. When it comes to preparing your financial advice, implementing your advice and reviewing your needs, that experience counts. We constantly share and communicate ideas between each other and use our experience to help others in our team learn, so that ultimately, your service experience with us reaps the best of the whole team’s capability.
Strong backing - We are backed by AMP Financial Planning. This gives depth to our compliance regime, so that you know you are being delivered advice which meets and exceeds industry standards, and focusses on solutions, not products. AMP is also critically important in supporting our team with their excellent technical knowledge around areas of superannuation, investment, retirement, insurance and estate planning law and regulation. We regularly participate in conferences and seminars hosted by AMP to keep abreast of the latest developments in financial planning and advice.
Access to your team - Blueprint Wealth has a dedicated Financial Advisor and Relationship Manager system which ensures that you always have at least two people you can contact directly for your enquiries. The Advisor is responsible for setting the overall strategy for you and providing your advice. Your Relationship Manager works with you to ensure that you are implementing the advice correctly and assists you with the necessary administrative tasks required to set up your financial plan.
Comprehensive – At Blueprint Wealth, we have built a capability across vast areas of financial advice and can assist you implement your advice with our access to a broad range of products and solutions. Our goal is to ensure that your advice is as comprehensive as you need and that you have access to the solutions and products necessary to help you achieve your goals. We like to think of our approach as a one-stop service for all your financial needs.
Global and Institutional level experience – harnessing the best from all industries is what keeps us fresh and unique. Our experience working across the world in advice and working in larger institutions gives us a background in delivering to you a professional service commensurate with that experience. A good example is our Wealth by Design service which has been specifically designed with the retail customer in mind, but utilising concepts similar to those developed for larger institutional investors.
SMSF Specialist Advisors™- when it comes to delivering advice in self-managed superannuation, the peak body in Australia is the SMSF Association (SA). Specialist SMSF services are available with Blueprint Wealth through our SMSF Specialist Advisors™, David Baruffi and Greg Major. These specialist services mean you get the benefit of advisors who are constantly up to date with latest industry trends and approaches and who have a commitment to ongoing education and development in the world of SMSF.
Blueprint Wealth has been advising clients across Australia since 2001. Our team brings over 250 years of combined experience in financial services.
Blueprint Wealth is licenced to provide financial advice by AMP. AMP is one of Australia’s largest and oldest financial services companies. Blueprint benefits from the strength of AMP’s research, compliance and product development expertise.
AMP recognises those businesses in their dealer group that perform the best amongst all AMP practices. Blueprint Wealth has been awarded “Gold” status – the highest level - by AMP in recognition of that for ten of the last eleven years. We are consistently ranked in the top ten in Australia in the AMP dealer group out of more than 800 financial advice practices.
Blueprint Wealth is an award-winning specialist financial planning services firm committed to building and maintaining wealth for its clients. We work in partnership with our clients to develop a comprehensive financial strategy that progressively accumulates and maintains wealth for their financial security.
Our financial advisory services encompass investments, superannuation, retirement planning, insurance, financial planning, self-managed superannuation, mortgage broking, estate planning and corporate superannuation.
Our philosophy is truly embodied in our unique approach to financial planning. ‘Building wealth through knowledge’ for our clients is at the forefront of everything we do. Our holistic approach to financial planning involves working together with our clients to identify their financial and lifestyle needs throughout each stage of their life. We strive to build a strong and enduring relationship with every client and this means setting high standards of customer service.
Underpinning this is our strong belief in the value of ongoing personal and professional development as the key to delivering consistently excellent results. Our professionally accredited financial planning team continuously strive to reach the highest levels of academic expertise in financial advice and, as a result, they are some of the most qualified financial advisors in the country.
Meet Our Directors
David is a Director of Blueprint Wealth and has been a Financial Planner for over 15 years. David’s personal philosophy is founded on the notion that knowledge is the key to success. He is a CERTIFIED FINANCIAL PLANNER ® who holds a Bachelor of Economics and a Master of Taxation. David is also recognised as an accredited SMSF Specialist Advisor™.
David is a 2016 Amicus Award winner, AMP Financial Planning’s recognition of top performance over a sustained period (10 years). The Amicus Award recognises outstanding achievement in the areas of advice capability, compliance and net business flow with an annual Gold Award.
David Baruffi is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited. He is a member of the Financial Planning Association of Australia.
Blueprint Wealth has a unique, dedicated Financial Advisor and Associate Advisor system which ensures you always have at least two people you can contact directly with any enquiries. David Baruffi works closely with Ken Tran who oversees the implementation of your financial plan and ensures it is completed as smoothly and quickly as possible.
Greg is a Director of Blueprint Wealth and has over twenty years’ experience in a variety of Financial Services roles within the Banking Sector.
Most recently Executive Vice President with ABN AMRO, Greg has extensive experience across all major wholesale banking and finance fields, including derivatives and risk management, capital markets and structured finance, and balance sheet, liquidity and capital management with experience working across Europe and Asia.
Greg holds an Advanced Diploma of Financial Planning, a Bachelor of Engineering, Bachelor of Arts and Master of Business Administration. Greg is a Fellow of the Australian Institute of Management, Fellow of the Financial Services Institute of Australia, a Member of the Australian Institute of Company Directors and is an accredited SMSF Specialist Advisor™.
Greg Major is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited.
As Blueprint Weatth's General Manager, Bree is responsible for managing staff and client services to deliver on the company’s aim of Faultless Execution for its clients. Her dedication to professionalism and attention to detail help deliver the best results for each staff member and the overall business.
Bree has been with Blueprint Wealth since 2002. She joined the team after completing a Bachelor of Commerce (Financial Planning) and is a CERTIFIED FINANCIAL PLANNER ® and has a Graduate Certificate in Small Business Growth Management.
Bree Stevens is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited and is a member of the Financial Planning Association of Australia.
Meet Our Advisors
Daniel has been a Financial Planner since 2006 and enjoys working with his clients to help them achieve their financial freedom.
Providing a highly personalised level of service, Daniel works with his clients to define their needs and goals, then delivers strategies that will ensure his clients successfully implement their financial plan. Daniel has a very open and honest approach and builds strong long-term relationships with his clients.
Daniel holds a Bachelor of Commerce Degree from Curtin University majoring in Financial Planning and Economics, and is currently completing his CFP certification.
Daniel is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited and is a member of the Financial Planning Association of Australia.
Brad Martin is a CERTIFIED FINANCIAL PLANNER who has been working with the Blueprint Wealth team since 2005. Brad holds an Advanced Diploma of Financial Planning and a Bachelor of Commerce from Curtin University, majoring in Finance and Banking. Brad brings a genuine passion for getting to know his clients and finding a personalized strategy to meet their individual circumstances.
Brad Martin is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited and is a member of the Financial Planning Association of Australia.
Dee Chan is a Financial Advisor at Blueprint Wealth. Dee graduated from Curtin University with a Bachelor’s degree in Accounting and Financial Planning and she has recently completed SMSF certification course through Kaplan. A firm believer in always expanding her knowledge base, she is currently completing her CFP certification.
Dee is known for her excellent customer service skills and finds great satisfaction knowing that she has helped many clients achieve peace of mind by providing them with a sense of financial security.
Dee Chan is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited and is a member of the Financial Planning Association of Australia.
Casey has been with the Blueprint Wealth team since 2007. Casey is focused on working with Blueprint Wealth clients to achieve the best outcome for them financially and ensuring we help them reach their life goals.
Casey holds a Commerce degree from Curtin University, majoring in Financial Planning, and is a CERTIFIED FINANCIAL PLANNER®.
Casey Shaw is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited and is a member of the Financial Planning Association of Australia.
Jason has been a member of the Blueprint Wealth team since 2010. He holds an Advanced Diploma of Financial Services and a Bachelor of Commerce majoring in Finance and Marketing. Jason brings previous experience in Financial Services as a Mortgage Consultant, adding valuable expertise to Blueprint Wealth’s Mortgage offering. Jason believes in taking the time to understand his clients individual needs and constantly strives to deliver a rewarding client experience.
Jason Laming is an Authorised Representative and Credit Representative AMP Financial Planning Pty Limited and is a member of the Financial Planning Association of Australia.
Meet Our Paraplanners
Louise Richardson joined the Blueprint Wealth team in 2017. Louise has been working in the financial planning industry since 2007 and brings experience working as a paraplanner in the United Kingdom and Australia. Louise holds a Bachelor of Arts, an Advanced Diploma of Financial Planning and a Certificate III in Bookkeeping.
Louise enjoys problem solving in her role as a paraplanner; seeking the best way to ensure clients are maximising their personal situation to achieve their dreams.
Jana Wilson joined the Blueprint Wealth team in 2015. Originally from New Zealand, Jana settled in Perth in 2013. Jana holds a Bachelor of Commerce (Majoring in Finance and Economics) from the University of Otago in New Zealand, an advanced Diploma of Financial Planning and is Self-Managed Superannuation Fund accredited.
Jana brings three years of paraplanning and client services experience to the team.
Jana Wilson is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited.
Meet Our Mortgage Finance Team
Kate Beaumont joined the Blueprint Wealth Mortgage Finance team in 2015. She brings over 25 years of experience in retail banking, business banking and conveyancing. Kate holds a Cert IV in Finance and Mortgage Broking, Diploma of Financial Planning and an Advance Diploma in Securities and Managed Investments.
Kate is dedicated to developing long-term relationships with clients to assist them with their ongoing finance needs and is passionate about helping clients to achieve their property dreams. She brings superior customer service and communication skills and has a keen eye for detail.
Kate Beaumont is a Credit Representative and Accredited Mortgage Consultant of AMP Financial Planning Pty Limited. Kate is a member of the Finance Brokers Association of Australia (FBAA) and Financial Ombudsman Service (FOS).
Penny Scott joined Blueprint Wealth in 2016 and brings over 10 years of mortgage support knowledge and experience to the team. Her experience includes loans processing, mortgage support and office management.
Penny holds a Bachelor of Arts from the University Of Western Australia (UWA), a Diploma in Education (UWA) and a Certificate IV in Finance and Mortgage Broking.
Meet Our Marketing Team
Pamela Stewart joined the Blueprint Wealth team in 2014 to lead the marketing area. Pamela previously held the role of Vice President and Chief Marketing Officer of Alterna Savings in Toronto, Canada and has spent the last 15 years in financial services.
Pamela holds an Honours Bachelor of Arts Degree and a Masters Certificate in Marketing Communications Management.
Meet Our Client Service Team
Tessa has worked in the Corporate Superannuation Industry for close on 24 years. Originally starting with AMP in Corporate Superannuation, Tessa has then continued to work in the superannuation service environment in a variety of roles conducting day to day administration tasks and looking after group insurance queries for underwriting and death and disability claims.
Tessa's role as Corporate Superannuation Manager at Blueprint Wealth is to maintain a high level of customer service for large corporate super plans. Tessa works closely with clients in implementing their ongoing advice strategies to ensure the best outcome for the client. She also works with the members of the Plan and the Human Resources team of the business.
Vera has over 20 years of experience in the financial services industry having worked in the Finance and Banking sectors. Prior to joining Blueprint Wealth in 2013, Vera operated her own Personal Training business for four years.
Vera brings an expectional focus on customer service as part of the Client Services Team. Vera works to service clients in implementing ongoing advice strategies. She is in regular contact with external providers to ensure the best possible outcome for her clients.
As Blueprint Wealth’s Operations Manager, Peta is responsible for overseeing client services to ensure delivery of an exceptional experience for our customers. Peta brings over fifteen years of experience in the financial services industry and has worked with market leading firms in both London and Sydney. Prior to joining Blueprint Wealth in 2014, Peta was a Financial Advisor at Westend Financial Partners in Perth and was responsible for managing all aspects of the client experience as well as compliance and technical strategies.
Peta holds an Advanced Diploma in Financial Planning, is SMSF accredited and is a Fellow Chartered Financial Practitioner.
Peta Winkless is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited.
Ken Tran joined the Client Service Team at Blueprint Wealth in 2015. He recently graduated from The University of Western Australia with a Bachelor of Economics, with majors in Economics and Employment Relations and a minor in Business Law. Ken holds a Diploma of Financial Planning and longer term, aspires to become a Certified Financial Planner.
Ken brings a passion for delivering an exceptional client experience and is a welcome addition to the Blueprint Wealth Client Service Team.
Ken Tran is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited.
Fadzai Nyamuzihwa joined the Blueprint Wealth team in 2015. She holds a Bachelor of Economics, Certificate III in Financial Services and a Master in Finance from Curtin University.
Fadzai enjoys working with clients and getting to know and understand their lifestyle and financial goals. She works hard to deliver the best for our clients and is passionate about providing service excellence.
Quinn Allen joined Blueprint Wealth in 2015 and brings over 10 years of experience in the financial services industry. Quinn has an extensive background in portfolio administration and tax reconstruction and most recently, worked in investment administration for private and corporate clients.
Quinn approaches his work with a drive for excellence and has a passion for helping clients to achieve their financial and lifestyle dreams.
Loretta Watson joined the Blueprint Wealth client services team in 2016 and brings extensive customer service experience across various industries, including oil and gas, medical and vehicle hire. Loretta brings fantastic client service skills and prides herself on delivering superior customer service.
Nick Shah joined the Blueprint Wealth team in 2016. Nick holds a Diploma of Financial Planning and Bachelor of Commerce from Curtin University. Previously, Nick worked in a client services role in Perth, WA.
Nick works closely with Jason Laming to service clients on an ongoing basis to assist them in implementing their own unique strategies to fulfil both their financial and lifestyle dreams.
Nick Shah is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Ltd.
Jarryd Thraves joined the Blueprint Wealth team in 2016. Jarryd holds a Bachelor of Commerce degree, a Masters of Financial Planning and an Advanced Diploma in Financial Planning. Longer term, Jarryd intends to complete the Certified Financial Planner accreditation.
Jarryd works closely with Brad Martin to service clients on an ongoing basis to assist them in implementing their own unique strategies to fulfil both their financial and lifestyle dreams. Jarryd enjoys working in roles where he can help people and where he can interact with people on a regular basis.
Jarryd Thraves is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Ltd and is a member of the Financial Planning Association of Australia.
Leah Abbott joined the Blueprint Wealth team in 2017 and brings over 10 years of experience in the financial services industry. Having come from a family of financial advisors, Leah thrives on supporting clients through the ever-changing landscape that is their financial plan. Leah holds a Diploma of Financial Planning from Kaplan.
Kelly Holdway joined the Blueprint Wealth team in 2017 and brings over 10 years of experience in financial services. Prior to her current role, Kelly worked in banking and has extensive client service and banking process knowledge. Kelly prides herself on providing superior customer service and enjoys working with people.