Meet The Team

Jason O'Donnell CFP^®, DipFP, BE

Financial Planner and Managing Partner

Jason has had extensive experience providing all aspects of financial advice to clients throughout Queensland. This included seven years at Gowdie Financial Planning, where he was an Associate Director. 

Jason is a Certified Financial Planner (CFP^®) and holds a Diploma of Financial Planning through the Financial Planning Association in conjunction with Deakin University. He is an Authorised Representative of MCA Financial Planners Pty Ltd and is a member of the Financial Planning Association.

Simon Kerr B Comm

Financial Planner and Partner 

Simon has a broad range of experience in the financial planning industry having worked in various roles at Gowdie Financial Planning before moving into an advisory position.

He holds a Bachelor of Commerce, majoring in Financial Planning, through Deakin University. Simon is an Authorised Representative of MCA Financial Planners Pty Ltd and is a member of the Financial Planning Association.

Delanie Butler

Client Service Officer

Delanie has worked in a range of financial planning administration positions over a number of years. Her current role includes ensuring the smooth working of all administration functions as well as customer service duties. 

Marina Ince

Client Service Officer

Marina has worked in various administrative positions primarily in the banking and accounting sectors.  Her current role includes assisting with advice documentation, administration as well as customer service duties.  

Denise Fuller

Client Service Officer

Denise has extensive experience in customer service, reception and administration, particularly in the banking industry.  At O'Donnell Kerr her role includes various administrative duties as well as ensuring the smooth running of the front office.