Property Planning Australia has a national team of dedicated professionals in investment and home loan, property and financial planning advice supported by our client service experts. The team is a passionate and united group that strive to lead the industry in providing advice that is in your best interests supported by a client services department where ‘anything is possible’.
Internally PPA has a vibrant, progressive and enthusiastic culture which revolves around self-improvement. The team is encouraged to take on activities outside of the office environment with the company supporting all staff with health and recreation activities. The team also each receive an extra day's leave to celebrate their birthday each year. We all need some time out to enjoy life.
Our desire to help our customers is built around a selfless focus to assist people to achieve their lifestyle goals. Our team will do anything we can to make sure your ongoing experience and relationship with Property Planning Australia is such a positive experience that you will want to share it with others.
Ultimately our company exists to help people live a better life.
David Johnston has more than 15 years experience in the financial services industry. After gaining experience with a major bank, he saw the opportunity to enter the fledgling mortgage broking industry in 1999. He established and grew the highly successful mortgage advisory arm of an insurance company before founding Property Planning Australia in 2004.
Property Planning Australia is a unique business that incorporates genuine fee for service financial planning with independent property advice and holistic lending advice. They also provide a university endorsed property education course.
David has regularly appeared in the media in publications such as The Age, Australia Property Investor magazine and Your Mortgage magazine. He is also the co-author of Property For Life – Using Property To Plan Your Financial Future.
James McFall - Managing Director of Yield Financial Planning and Director of Property Planning Australia James has dedicated his career to Financial Planning.
A strong believer that great advice is underpinned by education, James holds a Master of Commerce (Financial Planning) through the University of Western Sydney, a Diploma of Financial Advising through Securities Institute and is a Certified Financial Planner (CFP).
James commenced his career in Financial Planning in 1999, working for a boutique Accounting and Financial Planning firm in Sydney, who's core focus was Tax, Self Managed Super Fund advice and Retirement Planning. In 2003 he established the Financial Planning arm of a Victorian based Insurance broker and advised a largely medical and professional client base on their wealth accumulation needs.
In 2006, James founded Fusion Wealth Management (now Yield Financial Planning), with a vision of providing Australians consistently high quality Financial advice; A transparent service and fee structure; and delivering value for money to its clients.
In 2007, James accepted the position of director at Property Planning Australia and merged his Financial Planning business with the group. Continuing his vision for quality fee for service advice, he led the Financial Planning business before rebranding to Yield Financial Planning in 2014. Yield continues to work closely with Property Planning Australia, with many of our clients enjoying the benefits of our related services.
James is a regular media contributor, including The Age; Your Investment Property (YIP); Australian Property Investor (API); Independent Financial Adviser (IFA); ABC radio and a panelist for the Financial Planning Association's 'Ask an Expert' program"
James holds a Master of Commerce (Financial Planning) through the University of Western Sydney, a Diploma of Financial Advising through Securities Institute (now Finsia) and is an associate member of the Financial Planning Association.