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Practice Principal / Financial Planner
Justine is an experienced Certified Financial Planner® who holds a Graduate Diploma of Financial Planning from Deakin University (currently working towards her Master qualification) and started her business over 32 years ago. Justine and her husband Rob have three beautiful children of whom they could not be more proud. As the Practice Principal and long term member of the AMP Amicus program, Justine is extremely passionate about building a dynamic team of professionals who are focussed on making a difference in client’s lives. In her spare time, Justine is an avid cyclist and marathon runner of which she thoroughly enjoys the physical and mental challenge.
Financial Planner
Enjoys working with motivated clients who seek to achieve their financial goals and objectives. Upon a client achieving their goal, creates great satisfaction in assisting to reach this accomplishment.
Financial Planner
Jacob is an experienced Certified Financial Planner® who holds a Bachelor of Business (majoring in Financial Planning and minoring in Accounting) from RMIT University and entered the profession in 2017. Whilst Jacob excels at the technical aspects of the role, his favourite part is the relationship building with his clients, and he notes that “Whilst many people may think financial planning is all about managing money, it’s really much more than that. It’s about uncovering your client’s hopes, dreams, and unspoken fears, and providing them with valuable guidance, counsel, and support when they need it most.
Financial Planner
I'm passionate about working with clients of all ages and stages to help them achieve their financial goals and dreams. I believe that financial planning is not only about the numbers, but about understanding our client’s emotions, fears and aspirations. There is nothing more rewarding than getting to know our clients on a personal level and embarking on the journey with them to help them achieve their goals and dreams.
Practice Manager
I absolutely love seeing the relief in our clients eyes when they hear the advice and we as a team work on implementing this for them. It is like a weight is lifted for them. When they see and feel the outcomes that’s what makes our jobs so enjoyable and fulfilling.
Associate
I enjoy the diversification of work we do for clients, it’s cliche but no two clients are ever the same. The satisfaction of relieving financial burdens on clients is overwhelming. The work culture of collaboration between our internal teams is what separates us from the rest of the financial practices, and teamwork motivates me and promotes an atmosphere that creates friendship and loyalty and to that of our clients as well.
Associate
I'm aware that this is very cliché, but I have to say my favourite thing about working at Back to Back is the people. The joyful and motivated team and friendly clients makes this an easy winner.
Senior Paraplanner
I love the challenge of exploring different ideas and coming up with solutions that provide the best outcome for the clients. When you see an advice document come together that offers lots of education and recommendations that really help the client progress in life, you feel like you have contributed to a positive change in someone’s life, which is what continues to motivate me. I love the friendships I have formed with the team and the support that we provide to each other. I love that every day in this job is always different and every day you have a new challenge.
Paraplanner
I love paraplanning because it allows me to utilise my analytical skills and attention to detail to help clients navigate their financial journeys. Each client’s situation is unique, and I enjoy crafting personalised solutions that allow them to meet their various goals and aspirations. Back to Back offers me the opportunity to collaborate with a fantastic team of professionals and I find I’m constantly learning and growing within the dynamic field of finance.
Paraplanner
I really enjoy the collaborative approach that our team takes to our strategy discussions to come up with the best ideas for our clients and provide a customised plan to set them in the right direction to improve their financial position. I’m proud of the work we do for our clients and the fact that we take the extra effort to provide even the most complex of strategies in a clear and understandable way.
Paraplanner
I love that every day is different in the Back to Back world. There is always opportunity to learn something new and develop new skills.I enjoy meeting and learning about clients and assisting them in achieving their goals or just having a general chat about the weather.
Paraplanner
I’m a paraplanner because I love it. I love the number crunching, I love the writing of plans, I love that feeling when you know you’ve done your absolute best to guide someone towards their financial goals or to allay their financial concerns. The retirement/aged care space is the area I enjoy the most.
Senior Review Paraplanner
I value the positive culture of our workplace and the passion that everyone has for their work. I feel privileged to be part of a team that provides excellent service to our clients and supports them in reaching their objectives. It is rewarding to see how our clients grow and succeed over time, and I am grateful to be able to contribute to and witness their achievements.
Senior Review Paraplanner
What I enjoy most about working with Back to Back is the team I work with. They are like a second family! I also love seeing clients evolve over the years and achieve their long-term financial goals.
Review Paraplanner
Working with B2B has been so pleasurable and different experience for me. It is a small firm with exceptionally talented and highly motivated team members. I have been so much influenced by Justine and team’s enthusiasm for always making sure the clients receive the best experience and outcome. The quality of work we do is really good and there is so much capacity to learn and grow. Moreover, the lovely and warm people around you in the office make it a peaceful environment to keep you going
Review Paraplanner
I am a part time review team paraplanner whilst completing a university degree in social work. Working amongst the team at Back to Back has been a great experience as they have allowed me to be flexible in my working arrangements to pursue higher education. Back to Back has also allowed me to work alongside a stellar team that consistently pushes one another to raise their standards in order to deliver a great personalised experience for our clientele.
Review Paraplanner
As a university student completing a Commerce degree with a Finance major, working as a review team paraplanner has been an absolute privilege in allowing me to work among industry professionals as well as a caring and motivated team that prides itself on delivering high-quality advice with a strong clientele focus.
Senior Lodgement Officer
I enjoy working in a friendly environment with people that love what they do. I am privileged to be part of a team that help our clients reach their goals and dreams.
Lodgement Officer
What I love about Back to Back is they make sure the help needed is provided for. They also have a strong work ethic which inspires me. The prospect of gaining new knowledge and experience excites me which also gives me the feeling of achievement.
Lodgement Officer
In the short time of working here I’ve really enjoyed being able to get to know our clients on a personal level, building rapport and being a part of the process to help them achieve their financial needs and goals.
Client Liaison Officer
Working as a Financial Planning Assistant allowed me to work with diverse people. I have not a big fan of teamwork, but working as an FPA showed me that, indeed, two heads are better than one. What I love about this job is developing a relationship with your colleagues who have been in the industry for quite some time and continuously learning from them. The financial planning industry enabled me to gain many skills – project/task management, problem-solving, listening and comprehension, research, and communication.
Client Liaison Officer
I love working with Back to Back, as everyone is rowing in the same direction: providing clients with the best advice and service regardless of which department we are in. I also love it as I get to learn new things every day, always having room for career growth.
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Client Liaison Officer
Back to Back has helped me grow each day as I continue to learn new things and ideas from the best people in the industry. I admire how hard working the team is in providing the best quality service to each client. I am grateful to be part of the Back to Back team.
Client Liaison Officer
I'm thrilled to be part of the Back to Back team where I get to work with talented and passionate people on exciting projects. I look forward to learning all things financial planning and seeing where this new stage in my life goes.
