Pippa Elliott

Momentum Planning Pty Ltd

Silver
24 Yrs Experience
North Perth, WA 6006
Pippa is a Certified Financial Planner and multiple award winner. She is passionate about helping clients turn their complexity and concern into clear and meaningful outcomes. She also holds a Distinguished Service Award from the FPA for significant contribution to the financial planning community and development of the profession.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 4
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Momentum Planning Pty Ltd

Suite 7 Level 1, 1 Albert Street
North Perth, WA 6006

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Momentum Planning Pty Ltd

AFSL 322220

4.85
4 Reviews
5
4
3
2
1
4.75
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

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5.00

"Pippa has been our adviser for over 10 years and thanks to her we are clearly on a great path financially as well as having appropriate protections in place. Easy to talk to and understand as well."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Pippa has been my trusted financial adviser for over 10 years. Her prompt response to my changing circumstances throughout my career has saved me valuable assets, time and stress. Now nearing retirement Pippa and the Momentum Team have provided a clear pathway to a comfortable life we have always envisaged. As the saying goes if you fail to plan you plan to fail and I have seen some of my friends fail to reach their retirement income and having to work full time when they should be enjoying the security of a retirement income. I dread to think at what stage I would now be if I had listened to some of the uninformed financial opinions of well meaning family and friends. We look forward to our yearly review meetings with Pippa and knowing she is there throughout the year providing up to date financial guidance is priceless!"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We were referred to Pippa when the planner we contacted advised he was not able to accommodate additional clients in his practice. He spoke highly of Pippa. Pippa's advice has since that time, set me and my now, late partner up for a comfortable retirement. All staff are at Momentum are friendly, professional and importantly available. Equally important, I know that when Pippa is unavailable, Beverly or Amanda are on hand to assist and that their advice will be consistent with that provided by Pippa. I often feel as though Momentum exists for me and that is a special attribute of this company."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Pippa was first point of contact when we embarked on our retirement journey and she introduced us to what we consider to be the best way forward to retire with minimal external influences like governments and poor financial advice. We are totally satisfied with the service Pippa and her company have given and would not hesitate in recommending them to any other person."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2000

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Australian College
Completed
2005

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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