Our Team

Dedicated. Experienced

Working for you

Meet the Executive Team

Our award winning team is made up of some of the Australian financial industries best, and also boasts an excellent customer service team of dedicated veterans with decades of experience who  dedicated to helping independent Financial Planners, Accountants & Mortgage Brokers successfully evolve their business in an ever changing financial services environment.

  • Philippa Sheehan
    Philippa SheehanManaging Director

    Philippa Sheehan has worked in financial services and financial planning for over 20 years, performing successfully in roles at every level of the business, from strategic marketing; business development; consulting; and training, to Managing Director of the My Planner Australia Dealer Group.

    Philippa is herself a successful financial planner, and in addition to her duties as Managing Director of My Planner Australia, keeps her finger on the pulse by maintaining a small base of clients for whom she provides advice in wealth protection, wealth accumulation, debt management, transition to retirement and Self Managed Superannuation Funds.

    Philippa’s experience as a financial planner, combined with her knowledge of the day-to-day operations and management of a successful financial advice firm, make her the perfect choice to run a national financial planning dealer group.  Her business management experience is substantial, but so too is her understanding of the many challenges that face financial advice businesses, and how to grow and manage a successful independent financial advice business.

    Philippa is on the Board of My Planner Australia and is also the Chairman of the Risk Management, Compliance and Training Committee; and a member of the Investment & Research Committee.

    She holds a Diploma of Financial Planning, Diploma of Financial Services (Mortgage Broking) and is a Self Managed Superannuation Fund Specialist.

  • David Mardell
    David MardellDirector

    David was born and bred in an accounting family, with half his family members in the profession – you could say his middle name is accounting! After 15 years as an adviser, Dave’s passion is for the SMSF space and seeing technical advice being communicated easily and compliantly with clients has not waned, and with government reform just around the corner, he wanted to ensure all advisers had the opportunity to provide this advice to their client’s and even grow their practices into fully fledged SMSF Advisory businesses.

    Through his years of working with dealer groups, David became frustrated and thought that there must be a better way to do business, as opposed to high fees and product pushing. Hence, MyPlanner Australia was born, fulfilling the vision of allowing business owners to build their own identity and do what they do best – advise their client’s.

    • Cathy Mardell
      Cathy MardellCFO

      Cathy is a Chartered Accountant, Registered Tax Agent and is a member of the Australian Tax Office (ATO) Change Program Advisory Group. Cathy is the CFO for MyPlanner Australia, and is also a Specialist SMSF Adviser. She has been crucial to MyPlanner Australia from the beginning, lending an accountant’s perspective to all business decisions.