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 has recently become a director of the business. 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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Tash Johnson – Client Service Officer

Tash is the newest addition to our office, and her welcoming energy is what greets you to our office. Tash has exceptional skills assisting clients with queries, as well as providing high-quality support to Shaun & Cathy. Tash is Shaun’s daughter, and we are proud as a business to genuinely create that family friendly environment.