Jodie Whykes

Director, Certified Financial Planner

My name is Jodie Whykes and I am the Director and Founder of Professional Money Management. I am a Certified Financial Planner (CFP®) and am very fortunate to have been working in the financial services industry for over 20 years and have successfully run this business for over 15.

I have a high energy, fun personality and really love to help people – I consider myself a ‘Lifestyle Financial Planner’. During our planning meetings I take the time to understand what each client wants for themselves and their family. We work together to put strategies in place to meet the goals that will bring joy to their lives.  I like to use a consultative and relaxed approach to understand these lifestyle values and financial goals and build specialised advice around these.

I specialise in providing retirement planning, risk insurance, investment and Centrelink advice for clients throughout Australia.

I have attained a Bachelor of Commerce degree from Deakin University and also completed the Diploma of Financial Planning as well as the distinguished Certified Financial Planner (CFP®) qualification. I have been quality advice accredited by Garvan Financial Planning and am recognised as a leading adviser on the Plum Financial Services Panel specialising in the Exxon Mobil Defined Benefit Plan among others.

Personally, I am a proud mum of 3 children who are my absolute world, I love spending time with my family and we love the outdoors and travelling. I also love to fish and camp (glamping in our caravan!!) and really love 4wding!

Fran Sutherland

Client Service Manager

My name is Fran Sutherland and my interest and experience in the financial services industry extends over a 30 year period. I commenced my career in 1986 at NAB and have held several different roles in the bank. For the past 12 years I held the position of Client Service Officer at NAB Financial Planning. My duties there included providing administrative, technical and compliance support to multiple Financial Advisers and their clients.

I joined the team with Jodie in August 2018 to make better use of my skills and broad knowledge of the financial services industry. I provide support to our adviser and manage the implementation of new advice as well as ongoing client relationships. I love being able to use my accumulated experience and passion for client services to provide excellent outcomes and a great experience for our clients.

When I’m not at work, I enjoy the great outdoors, camping, boating, skiing and fishing with the family. I love playing and watching football, tennis and cricket and I enjoy singing and playing the guitar.

Leesa Williams

Client Service Administration Support & Compliance

My name is Leesa Williams and I have been working with Jodie intermittently for over a decade. I provide support to Jodie and the financial planning team in numerous ways including but not limited to: compiling research and reports, compliance and general administrative support as well as working as a client liaison.

I have completed a Diploma of Financial Services (Financial Planning) and have extensive knowledge of the end to end financial planning process. I am often a client’s first point of contact with our office and I am able to assist with a range of enquires.

When I am not at work, I love all forms of sport, especially basketball and football. Since 2011, I have thoroughly enjoyed volunteering for the Roulette Cinema at the RAAF Base in Sale.

Camille Noble

Client Service Administration Support & Compliance

My name is Camille and I have been a part of Jodie’s team since 2017. I provide administrative support in the office and work as a client liaison. I also assist with reporting and business compliance.

Prior to starting at Professional Money Management, I completed a Bachelor of Agricultural Science at The University of Western Australia and worked extensively in the Oil and Gas Industry. Despite being relatively new to Jodie’s team and the Financial Planning industry I have always had a strong interest in finance and hope to complete a Diploma of Financial Planning in the near future.

Outside of work I am a very proud mother of 3 young children and when I’m not immersed in motherly duties, you’ll find me out in the garden getting my hands dirty.