WHO WE ARE
Established in 2009, PPW Investments provides Financial Planning services to its valued customers.
Based within our Narre Warren and Warragul offices, our team works to ensure that our clients receive the financial support, advice and guidance to gain successful financial outcomes.
It is our role to help you manage your funds effectively, in order to secure a productive lifestyle for you and your family!
MEET THE TEAM
Our friendly and enthusiastic team works together to bring your visions to light
Founding Director, Certified Financial Planner, SMSF Specialist Adviser, Portfolio Manager
Cameron Whyte
Introducing the Founding Director of PPW Investments, Cameron Whyte. Since establishing the business in 2009, Cameron has desired to make PPW Investments a premier provider of investment advice to those wanting to be educated on markets and opportunities. Cameron has worked in the finance industry since 1996, in a variety of roles including accounting, business advisory, and financial planning. Outside of work Cameron is a keen participant in a Masters Softball, loves being active with the family and barracks for the Hawthorn Football Club.
p: 9705 6365
Director, Financial Planner, SMSF Specialist Adviser, Portfolio Manager
Jamie Klason
Having been with PPW Investments since 2011, Jamie has made his mark within the business., striving himself on exceptional client service. Jamie has extensive knowledge having been involved in the Finance industry since 2002, working in Banking and Financial Planning positions. Outside the workplace, Jamie loves spending time with his family and coaching junior Cricket, Football and Basketball.
Managing Director, Provisional Financial Planner
Chantelle Montgomery
Chantelle has over 15 years experience in the Finance Industry having worked in Accounting and Financial Planning business during this time. Chantelle has worked with PPW Investments since 2018 with extensive experience across every part of the financial advice process.
Chantelle is currently undertaking her Professional Year and has met ASIC requirements to be authorised to provide financial services.
Chantelle enjoys keeping active and spending time with family and friends.
Having two daughters also keeps her busy with their active social calendars.
Director of People and Culture
Mietta Blanche
Mietta began her journey with PPW Investments in 2011, where she was quick to connect with clients. Alongside her achieved Certificate IV in Business Administration and Cert IV in Human Resources, Mietta's continued goal is to always strive to enhance the service that PPW provides to its clients. In her spare time, Mietta enjoys weekend adventures with her baby girl, hubby and fur baby.
Client Relations Executive
Jacalyn Van Puyenbroek
Jacalyn joined the PPW Investments team in 2019, with an aim to build a successful career in a financial services firm. She has since achieved her Certificate IV in Business and currently studying a Diploma of Management and Leadership. In her spare time, Jac enjoys adventuring with her partner and trying new restaurants. To keep active, she loves going for walks and going swimming in the warmer weather.