Jason is a founding partner of 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 has been the Superannuation topic expert for the Financial Planning Association (FPA) and was a member of the FPA’s Policy and Regulations committee.

Jason commenced his financial services career in the Actuarial department of National Mutual and has completed 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).

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 Secretary of Wynnum Manly District Cricket Club.

As one of the founding partners of Dolfinwise, Howard knows money is not everything, but having it lets you do more, give more, and worry less.

And he believes a good life is underpinned by financial security. With the right advice, you can make smart decisions with your money and rest easy knowing that you and your loved ones will be ok, no matter what.

Regardless of your age, in life things happen. Some planned and others unexpected, but almost all will require financial decision making.

Whether it’s planning a stress-free retirement or educating the kids, sailing the seas bound for Alaska or preserving your legacy for future generations, Howard’s specialty is to help you make it happen. This way, those tricky life decisions become less scary and those things you’ve dreamed of can become a reality.

Equipped with the money smarts, notable accolades and an impressive and diverse career in financial services and management, no matter what decision you’re facing, Howard and his team have got you covered.

Advising on all areas including wealth creation, risk management, investment planning superannuation, pre-retirement and retirement planning, and estate and aged care planning.

On a personal note, as an ex-army officer, Howard maintains his fitness through a range of outdoor and sporting activities, volunteers as the secretary of the Albany Creek GPS Junior Rugby Club and is a member of the Queensland Justices Association. He is happily married to Lauren and is kept on his toes by his three beautiful children.

To find out more about Howard, the man who can help you get more out of your money and your life, click here.

Bronnie has been at Dolfinwise for 15 years in various roles including Senior Paraplanner and Practice Manager, providing her with a broad understanding of clients needs. She has been a licensed Financial Planner since 2013 and is now a director and proud part-owner of Dolfinwise.

Bronnie holds a Bachelor of Commerce majoring in both Financial Planning and Accounting. Whilst completing her Bachelor degree at Griffith University she was awarded an FPA bursary for her outstanding achievements as a student.

She 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 been appointed as a Commissioner for Declarations for the State of Queensland and completed additional specialist training to provide advice in relation to complex areas such as self-managed superannuation funds (SMSFs).

Bronnie specialises in advising areas such as retirement planning, superannuation, wealth creation, personal insurance and estate planning. She is passionate about making a difference to clients’ through strategic advice and empowering women to confidently take control of their financial lives.

Based in both Brisbane and the Sunshine Coast, Bronnie is a keen world traveler, and in her spare time you can often find her at the beach.

After completing a 6-month internship with Dolfinwise in 2020, Tyler returned to Georgetown College in Kentucky, USA, where he completed his Bachelor of Finance in May 2022. During this time, Tyler won the "Most Outstanding Senior in Finance" award at his university and competed as a student-athlete for his university’s soccer team.

Upon completion of his undergraduate studies, Tyler returned to Australia and Dolfinwise, working initially as a Client Services Officer and then as a Paraplanner, supporting our financial advisers in preparing comprehensive financial plans for our clients. Building on this experience, he has expanded his knowledge by pursuing a Master of Financial Planning, which he completed in late 2023. After completing his ASIC advice exam (FASEA exam) and meeting the full requirements of the professional year, has been appointed to full authorised representative status.

Outside of work, Tyler continues to play soccer for his local club and enjoys skiing and golfing. In his free time, Tyler can often be found exploring Brisbane's café scene with his friends and family.

Tyler is also a Justice of the Peace (Qualified) for the state of Queensland.

Archer started at Dolfinwise in early 2023 whilst completing his undergraduate degrees at the University of Queensland. In late 2025, he completed a dual degree achieving a Bachelor's Mathematics and Bachelor's Economics whilst continuing his work at Dolfinwise in his role as Client Services Manager. Building on this experience at Dolfinwise, he is now commencing a Master of Financial Planning where he aims to further develop his knowledge of the financial services industry.

As a Client Services Manager, Archer ensures he is a reliable contact point for clients and makes them feel prioritised. Additionally, he leverages his experience at Dolfinwise to support the advisers and assist with the training and development of new staff members. Archer enjoys the satisfaction of helping clients achieve their desired results as well as continuing to learn about the ever-changing industry of financial advice.

Away from Dolfinwise, Archer is a sports "nuffy" who can often be found watching the cricket in the summer and the footy in the winter (especially the Brisbane Lions). On his weekends, Archer plays social basketball with his younger brother and mates.

Nick is currently studying a Bachelor of Advanced Business (Honours) at the University of Queensland, where he balances lectures, assignments, and group projects as part of his academic journey. Born and raised in Brisbane, he proudly considers himself a true local—ell-versed in humid summers, dramatic afternoon storms, and confidently calling anything under 20 degrees “freezing.” Brisbane isn’t just where he’s from; it’s home, and he wouldn’t trade the sunshine for anywhere else.

Outside of work, he enjoys staying active at the gym, playing cricket, and making the most of Brisbane’s food scene. He strongly believes in balance: train hard, work hard, and then reward yourself by opening Uber Eats and spending far too long deciding what to order—only to end up choosing your usual. He considers this consistency, not a lack of variety.

At Dolfinwise, he is most passionate about collaborating within a team and helping clients achieve their goals. He thrives in environments where ideas are shared, challenges are tackled collectively, and success is achieved together. Seeing teamwork translate into meaningful outcomes for clients is what makes his role both motivating and genuinely rewarding.

Originally from Germany, I completed my qualification as a Secretary for Foreign Languages in English and Spanish before beginning my professional career in Ireland. There, I worked at Microsoft and developed strong organisational skills and a client focused mindset within a global environment. After travelling, I chose to settle in Brisbane and transitioned into the financial planning industry, joining Dolfinwise to build a long-term career in advice support.

In my role, I work closely with Howard and our clients to implement financial strategies in a clear and structured way. I enjoy translating complex advice into practical steps that align with each client’s goals and values, ensuring the process feels manageable and straightforward. Supporting clients through the implementation stage and helping them feel confident along the way is what I find most rewarding.

Outside of work, I enjoy hiking, riding my mountain bike and spending time in nature. I also appreciate creative pursuits such as watercolour painting and photography, which provide balance and perspective alongside my professional life.

Sarah has been an integral part of Dolfinwise since 2014 and is our Senior Paraplanner and in house technical specialist. With more than a decade of experience within the business, she brings an exceptional depth of knowledge across superannuation, retirement strategies, insurance structuring, Centrelink considerations and complex legislative matters. When it comes to navigating the finer details of financial advice, Sarah is the person the team turns to. As the backbone of Dolfinwise’s advice preparation process, Sarah plays a pivotal role behind the scenes, ensuring every strategy is technically sound, compliant, and aligned with client objectives. Her meticulous attention to detail and strong grasp of legislation provide confidence not only to our advisers, but ultimately to the clients we serve.

Beyond her technical expertise, Sarah has been instrumental in guiding and mentoring many paraplanners over the years. She is passionate about developing capability within the team, generously sharing her knowledge and maintaining the high standards Dolfinwise is known for. Sarah takes great pride in contributing to advice that genuinely improves people’s financial futures. Her steady leadership, technical precision and commitment to excellence continue to be central to the strength and consistency of the Dolfinwise advice offering.

Outside of work, Sarah enjoys cooking and has a strong appreciation for quality food and coffee. She values staying active, engaging in creative projects, and reading non-fiction.

Kelsey began her journey with Dolfinwise in 2019, joining the team as a part‑time Customer Service Officer while she was in her second year of university. Even in those early days, she demonstrated a natural ability to connect with clients and a strong interest in understanding the financial challenges people face. Her commitment to learning and her enthusiasm for the industry made her a valued member of the team from the outset.

In 2021, Kelsey graduated with a Bachelor of Commerce, majoring in Financial Planning and Accounting—an academic foundation that aligned perfectly with her growing passion for helping individuals. Following her graduation, she transitioned into a full‑time paraplanning role at Dolfinwise. Since then, she has continued to expand her technical knowledge, refine her analytical skills, and take on increasing responsibility within the business. Kelsey is motivated by a genuine desire to support clients in achieving financial clarity and confidence, which is what initially drew her to both Dolfinwise and the broader financial planning profession.

Outside of work, Kelsey enjoys embracing the relaxed Queensland lifestyle. She loves spending time at the beach, discovering new local cafés, and exploring fresh spots to unwind and recharge.

Liana is a Brisbane-based Client Services Officer at Dolfinwise, where she has been supporting clients since October 2025. She is currently in the final year of her Bachelor of Business at Queensland University of Technology (QUT), majoring in Finance with a minor in International Business. Following the completion of her degree, Liana plans to further her expertise by commencing a Master’s in Financial Planning, continuing to build her knowledge and long-term career in the financial services industry.

In her role, Liana is dedicated to creating seamless, positive experiences for every client she interacts with. As a reliable first point of contact, she takes pride in ensuring enquiries are handled efficiently, thoughtfully and with a high level of attention to detail. She enjoys building strong, trust-based relationships and is known for her approachable nature and clear communication style, helping clients feel supported and confident throughout their journey.

Liana thrives on problem-solving and finds fulfilment in streamlining processes and supporting the broader team to deliver consistent, high-quality service. She values being part of a collaborative environment and takes pride in contributing to smooth operations and long-term client relationships.

Outside of work, Liana enjoys spending time outdoors exploring new hiking trails, as well as catching up with friends over a good coffee.

Matt began his journey with Dolfinwise as a Customer Service Officer while studying at the University of Queensland, where he is currently in his second year of an Advanced Business degree. Having graduated from Iona College, Matt developed a strong academic foundation and a genuine interest in working with people and understanding their goals. He is passionate about the strong role teamwork plays in delivering meaningful outcomes for clients, and values building positive relationships through collaboration and communication.

Born and raised in Brisbane, Australia, Matt brings an approachable and grounded perspective to his work. His growing interest in the financial services industry has driven his enthusiasm to continue learning and developing professionally, while gaining valuable practical experience within the industry. Matt is motivated by helping clients work towards their goals and contributing to an environment where clients feel supported and confident throughout their journey.

Outside of work, Matt enjoys watching football and playing golf, making the most of Brisbane’s lifestyle while staying active and connected with friends and family.

Jack initially joined Dolfinwise in 2022 as a client services officer, whilst studying a bachelor of Commerce at the University of Queensland. Over the next few years, Jack expanded his skills by completing a masters in financial planning, as well as working as a paraplanner and later an associate adviser. After completing his ASIC advice exam in 2025 (FASEA exam) and meeting the full requirements of the professional year, Jack was eligible to become a financial adviser. However, at the end of 2025, Jack decided to leave Dolfinwise on a sabbatical, and spent most of 2026 travelling the world. Jack has temporarily returned to Dolfinwise as a team leader for the client services team, imparting his knowledge on the junior employees.

Outside of work, you can usually find Jack Rock climbing around South East Queensland (or anywhere else in the world), as well as hiking and generally enjoying the outdoors as much as possible.