Our Leadership
OUR LEADERSHIP
FOUNDER AND FORMER CHAIR
Jason Andriessen
Email — LinkedIn
-
Jason is a CFP professional and a Full Member of The Research Society. He holds a Bachelor of Business (Marketing), Master of Commerce (with Distinction), and Diploma of Financial Planning.
-
Jason is the former Chair of Catalpa Pty Ltd. He has a track record of helping start-up practices lay the right foundations and scale up quickly.
Jason has more than 25 years’ experience in financial services with various roles across research, data science, financial planning, marketing and product management.
-
Jason is a passionate advocate for professional financial planning and its life changing benefits. He has led more than a dozen research studies globally and domestically objectively measuring the financial and non-financial benefits of advice.
OUR LEADERSHIP
COMPANY SECRETARY AND RESPONSIBLE MANAGER
James McMaster
Email — LinkedIn — Facebook
-
James is a CFP professional who holds a Bachelor of Financial Administration, and Advanced Diploma of Financial Services.
-
James is the Company Secretary of Catalpa Pty Ltd, and is responsible for the professional education program.
James is also a co-founder of When Financial Solutions, where he practices as an independent financial planner. When Financial Solutions was founded in 2019 and over the four ensuing years has experienced a compound annual growth rate of more than 250% per year.
Importantly, James is building his practice with professional foundations and growing in a sustainable way. He has achieved industry leading rates of client satisfaction.
-
James grew up on a farm near Warialda and now lives in Tamworth with his wife, Emma and 3 children, Archie, Darcy and Harriet. He supports and still regularly participates in local community sporting events, such as running, cycling and triathlon events. James is also a committee member of the Tamworth Junior Cricket Association.
OUR LEADERSHIP
DIRECTOR AND RESPONSIBLE MANAGER
Daniel Crump
Email — LinkedIn — Facebook
-
Dan is a CERTIFIED FINANCIAL PLANNER® Professional, a certification that is the internationally recognised gold standard in financial planning.
He also holds a Bachelor of Business in Finance and Legal Studies and a Diploma in Financial Planning.
-
Daniel is a director of Catalpa Pty Ltd.
Since 2002, he has built his career as a financial planner in Central West NSW, helping thousands of local people plan for their retirement. In this time his clients have taught him what retirement success really looks like.
There is more to a successful retirement than having a high super balance. Those who enjoy retirement most feel confident and prepared. They have peace of mind from knowing that they have enough security to spend time with the people they care about and engage in the activities they feel passionate about.
He has extensive experience in advising on the complexities of defined benefits super, especially NSW and Commonwealth public sector schemes. Dan is an expert in SSS, SASS, CSS, PSS, Local Government Super and StatePlus super.
But it is not what he knows, it is how he serves clients that makes Dan unique.
Dan makes the effort to get things right. There is no clock watching. It means he is always prepared to go the extra mile if that is what it takes. There is no rush. Dan always takes the time to explain your options and ensure you are comfortable with your financial decisions.
-
Dan lives in Orange with his wife and five children. He is a proud and active member of the local community, currently serving as Treasurer of the Orange Cycle Club.
OUR LEADERSHIP
DIRECTOR AND RESPONSIBLE MANAGER
Michael Bowman
Email — LinkedIn — Facebook
-
Michael is a CFP professional who holds a Bachelor of Business, and Diploma of Financial planning.
-
Michael is a director of Catalpa Pty Ltd.
Michael is also a co-founder of When Financial Solutions, where he practices as an independent financial planner. When Financial Solutions was founded in 2019 and over the four ensuing years has experienced a compound annual growth rate of more than 250% per year.
Importantly, Michael is building his practice with professional foundations and growing in a sustainable way. He has achieved industry leading rates of client satisfaction.
-
Michael was born and raised in Barraba and has lived in Tamworth since 1997. He is married to Kate and has two teenage children. He enjoys outdoor activities, particularly watching and encouraging his children in sport, but also keeping himself fit via cycling and attending the gym. He loves to travel within Australia, taking a particularly liking to remote outback regions of South Australia, Northern Territory and Western Queensland.
Michael is also actively involved in the local Tamworth community through his membership with the Rotary Club of Tamworth Sunrise where he is a past president and treasurer as well as part of the committee which runs the annual Pedal the Peel cycling event.
How we work
Catalpa is not your traditional commercial licensee. We operate as a cooperative of like-minded business owners who support each other.
Our business model is simple. Our member practices share support services at cost, including professional education, product research, technical support, consistent policies, and professional frameworks to deliver on client outcomes. With the fixed costs shared with other members, Catalpa reduces your cost to serve and drives profitability into the practice.
Our principal advisers are self-employed business owners with the majority stake in their professional practices. Catalpa takes a minority non-controlling stake in the member practice, providing capital and expertise as growth partners with a long-term perspective.
Together, we support your practice comprehensively so that you can concentrate on delivering superior client outcomes.
Shared support services include professional education, product research, technical support, consistent policies, and professional frameworks. We provide a license to operate, membership of AFCA, professional indemnity insurance, and supervision and monitoring so that you can have confidence you are complying.
But above all else, we are a community that shares our experience as growth partners. We have a track record of quickly establishing highly successful professional practices from scratch. We specialise in partnering with ex-institutional advisers in start-up practices.