Our Team

Shaun Johnson - Director and Financial Planner

Holistic Financial Planning was founded by Shaun over 27 years ago. Prior to establishing the business, Shaun had been an adviser for 6 years. He has completed his CFP qualifications, and has a passion for building client relationships that extend into a personal bond. Financial success for his clients is paramount to what he does.

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Cathy Shimmin - Director and Financial Planner

Cathy is a director of the business and currently the business succession plan. She has worked in the finance industry helping people for the past 20 years. She is experienced and eager to go beyond, as well as building strong professional relationships with all of her clients. Cathy has all the qualifications and the determination to help clients reach financial security.

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Kelly Dickson - Client Services Officer

Kelly brings a wealth of experience in administration to our team. As a key support to Cathy and Shaun, she plays an integral role in managing our day-to-day administrative needs. Kelly is highly skilled in client communication and is always ready to assist with any queries. Her friendly and efficient approach helps ensure everything runs smoothly behind the scenes.