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 financially with health and recreation allowances. The team also each receive an extra day’s leave to celebrate their birthday as well as an equal share of company profit.
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 began his career in Financial Planning in 1999, joining an Accounting and Financial Planning firm that placed a strong emphasis on tax and retirement planning.
In 2003 James was approached with an opportunity to start the Financial Planning arm of a Victorian based Insurance broker and was involved in successfully building this business over the years that ensued. In 2006 James founded Fusion Wealth Management and achieving rapid growth, subsequently merged with Property Planning Australia in 2008.
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.