Jason Bragger CFP® DipFP BSC BA Dip(FinMB)
Jason is a founding partner Dolfinwise. He is well known in the Financial Planning industry being a regular media contributor and has featured in publications such as the Australian Financial Review, Independent Financial Adviser Magazine and Professional Planner amongst others. Jason was the 2015 Superannuation topic expert for the Financial Planning Association (FPA) and is a member of the FPA’s Policy and Regulations committee.
Jason commenced his financial services career in the Actuarial department of a major Australian life insurance company and has studied Actuarial studies alongside his Applied Mathematics Degree. In 2007 Jason achieved his Certified Financial Planner™ designation (an internationally recognised standard and the Financial Planning Association’s highest professional designation). He is also a qualified mortgage broker.
Jason has advised a diverse range of successful clients in Australia and overseas for the last two decades but specialises in successful business owners, and pre and post retirement planning for professionals.
In his spare time Jason is a married father of two sports loving boys. He is also Junior President of Wynnum Manly District Cricket Club.
Howard Querido AFP DipFP
Howard is one of the founding partners of the Dolfinwise Partnership. In addition to working closely with his clients, Howard is also responsible for the strategic direction of the business.
Howard joined the financial services industry in 1993 having been the recipient of a full academic tertiary scholarship. Howard’s commercial fortitude and business acumen was recognised early in his career and resulted in his ascension to various management roles in a large multinational financial services organisation. In less than 6 years, Howard was appointed to senior management, where he gained invaluable insights into leadership & service, effective communication, quantitative analysis and solutions based outcomes. Howard’s passion has always been to work closely with clients to reach their financial aspirations, and in 1999 he made that dream a reality. In 2003 Howard was named Westpac’s ‘National Financial Adviser of the Year’. He was again runner up in 2004.
In recent times Howard has sat on industry boards of advice and heads the investment committee at Dolfinwise as well as being an active member of the Financial Planning Association.
As an ex-army officer, Howard enjoys an active lifestyle of sport and outdoor activities. In his spare time, he is the club secretary of the Albany Creek GPS Junior Rugby Club. Howard is happily married to his wife Lauren and the proud father to their 3 young children.
Howard provides advice on wealth creation, superannuation, pre-retirement and retirement planning, estate planning, aged care and high net worth investment planning.
James Kenny CFP® B.Comm FP&I, C.Dec
James Kenny is a highly respected multi-award winning financial planner who is well regarded for his uncompromising “client first” approach. He has more than 18 years experience working in various roles within the Banking and Finance sector and has worked as a Professional Financial Planner since 2007.
James has been a key-note speaker for the Griffith University Professional Degree in Financial Planning, the Sunsuper Adviser Professional Development program and the Financial Planning Associations National Congress and Young Professionals events. He has also featured in The Age, The Courier Mail, The Australian Financial Review, Money Magazine, and various other publications.
James holds a Bachelor of Commerce Degree in Financial Planning and Investments (Accounting major), and is a Certified Financial Planner™ James has also completed specialist training to provide advice in relation to complex areas such as self-managed superannuation.
James provides advice to a diverse range of clients requiring assistance in areas such as wealth creation, tax minimisation, pre-retirement and retirement planning, estate planning and risk protection.
Some of James Awards include:
- 2013 Money Management Financial Planner of the Year
- 2013 PlanPlus Global Financial Planning Award
- 2013 National FPA CERTIFIED FINANCIAL PLANNER® Professional Best Practice Award
- 2012 FPA Best Practice Awards – Qld CFP® Winner
- 2012 Wealth Professional Top 50 Adviser
- 2011 FPA Best Practice Awards – Brisbane CFP® Winner
- 2010 AFR Smart Investor Masterclass exam – National Top 10
- 2009 FPA Value of Advice Awards – National Finalist (Top 3)
Bronnie Abraham CFP BCom C.Dec Dip(FinMB)
Bronnie has been working at Dolfinwise for 7 years in various roles including Senior Paraplanner and Practice Manager, providing her with a broad understanding of clients needs. She has been a licenced Financial Planner since 2013 and has also been appointed as a Commissioner for Declarations (C.Dec) for the State of Queensland. Whilst completing her Bachelor degree at Griffith University she was awarded an FPA bursary for her outstanding achievements as a student.
Bronnie holds a Bachelor of Commerce Degree majoring in both Financial Planning and Accounting, and is a Certified Financial Planner™, which is internationally recognised as the highest qualification in Financial Planning. While completing her Certified Financial Planner™ designation, Bronnie was the winner of the 2017 Gwen Fletcher Memorial Award for being the highest performer in the program. Bronnie has also completed additional specialist training to provide advice in relation to complex areas such as self-managed superannuation funds.
Bronnie specialises in advising areas such as personal insurance, superannuation, wealth creation and estate planning. She is particularly passionate about helping young professionals protect their position and set themselves up well for a prosperous future.