The principals at Profusion Planning have over 20 years experience in financial services...
Stephen is a Director of Profusion Planning.
As a director of Profusion Planning he provides services in all aspects of financial planning.
In 2010, Stephen founded (in conjunction with Brad Dudumas) Profusion Planning. The main driver for this change was to expand the financial planning services to include other professional practices wishing to utilise the skills of Stephen and his team.
Prior to this, Stephen started his financial planning career in 1998. In 2006, Stephen along with investors founded a company known as Grove Wealth. This business was formed to serve the growing needs for financial planning services within Grove Accounting Group. Stephen has also assisted in the setup and or consulted to many financial planning businesses in Australia and more predominately Perth. Some of these include Bank West and Home Financial Planning (now known and Bank of Queensland).
Stephen has won awards for his services, including "Financial Planner of the year in WA" in the year 2008 and 2010.
Brad is a Director of Profusion Planning.
As a director of Profusion Planning he provides advice in all areas of financial planning.
Brad has held various roles in the financial services profession over the last 10 years. The most recent of which was the management of 110 independent financial planners across WA. In this role he was responsible for practice growth, strategy and compliance.
Recently, he has decided to form Profusion Planning in conjunction with Stephen Horsten. Brad holds a Bachelor of Commerce, majoring in Applied Finance and Commercial Law, as well as a Diploma of Financial Services (Financial Planning).
Brendon is an adviser with Profusion Planning, providing service in all aspects of financial planning.
He joined Profusion Planning in mid 2011, having had 6 years advisory experience in the industry. Prior to joining Profusion, Brendon held planning roles at a major Western Australian superannuation organisation, and a boutique financial planning practice.
Brendon has a Commerce Degree with a major in Financial Planning, and is in the final stages of completing his post-graduate study.
Amanda has recently joined Profusion Planning and is responsible for managing reception as well as providing administration support for both Brad and Stephen.
Amanda has 3 years experience in financial planning administration and has completed a Bachelor of Commerce majoring in Banking and Economics at Curtin University of Technology.
Tracy has recently joined the Profusion Planning team and will be responsible for managing reception as well as providing administrative support to Stephen. She has recently completed a Bachelor of Commerce Degree at Curtin University, majoring in Economics and Finance.
In her spare time Tracy enjoys sports such as Football and Tennis. She is a Fremantle Dockers supporter and would love to go and watch a Tennis grand slam final one day in the future. Her goal is to gain experience in the financial planning industry and eventually complete a Diploma of Financial Planning.
Nicky has worked in the financial services industry for over 15 years and has gained vast knowledge from her experience working in various businesses.
Nicky's role at Profusion Planning is assistant to Stephen Horsten and is responsible for processing accounts and training new staff.
Nicky has been working with Stephen for the last three years. Her goal is to move into a paraplanning role and is currently studying her Diploma of Financial Planning.
Authorised Representative and Credit Representative of
Securitor Financial Group Ltd
ABN 48 009 189 495 AFSL & ACL 240687
