Our People
Jeanette Schram
Jeanette is a Certified Financial PlannerTM and a member of the Financial Planning Association (FPA). Jeanette is a Director and equity partner of BKM Financial Services. She has been involved in the Banking and Finance industry since 1979 and has been an authorised representative providing a premium level of financial advice since 1999.
Melissa Doherty
Melissa is a CFP® qualified Review Planner. She has been in the Financial Planning industry since 2001 and an Authorised Representative since 2005. Melissa works closely with Jeanette in the preparation of advice and the delivery of client related services.
Matthew Wallace
Matthew is a Paraplanner and has completed a Graduate Diploma in Applied Finance (Financial Planning). Matthew works closely with Jeanette and Melissa in the preparation and implementation of advice.
Joanne Monteleone
Joanne is as an Administration Assistant and Junior Paraplanner. Joanne’s role is to support the team in order to provide a premium level of service to our clients.
Testimonials
“Jeanette is a Financial Planner of complete professionalism. Her genuine focus on client benefit is unquestionable, her attention to detail outstanding and the service levels she provides are second to none. Added to this is her ability to relate extremely well to all “types” of people, irrespective of age etc. Her success in Financial Planning has come from all these attributes as well as strong determination to grow successful relationships with all clients.”