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.
Stephanie King
Stephanie is a qualified Review Planner currently holding an Advanced Diploma in Financial Services (Financial Planning). She has been in the Financial Planning industry since 2002 and given advice as a Financial Services Representative and an Authorised Representative since 2008. Also a member of the Financial Planning Association (FPA), Stephanie works closely with Jeanette in the preparation of advice and the delivery of client related services.
Penny Jenkins
Penny is a Paraplanner and holds a Diploma of Financial Planning. She has over 15 years experience working in the Financial Planning industry. Penny works closely with Jeanette and Stephanie in the preparation and implementation of advice.
Dishna Wijenayake
Dishna is a Paraplanner currently holding a Masters degree in Practising Accounting and a Diploma in Financial Services (Financial Planning). Dishna works closely with Jeanette and Stephanie in the preparation and implementation of advice.
Brock Armstrong
Brock is an Administration Assistant and Junior Paraplanner and has completed a Bachelor of Business and Economics. Brock’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.”
BKM Financial Services Pty Ltd
ABN 50 106 926 470
Corporate Authorised Representative (No. 328688) of
Capstone Financial Planning Pty Ltd.
AFSL / ACL No. 223135
ABN 24 093 733 969
Level 5, 350 Collins St
Melbourne Vic 3000
Ph: 1300 306 900
www.capstonefp.com.au