David Baruffi
Financial Planner

David is a Director of Blueprint Planning and has been a Financial Planner for over 10 years. David’s personal philosophy is founded on the notion that knowledge is the key to success. He is a CERTIFIED FINANCIAL PLANNER™ who holds a Bachelor if Economics and a Master of Taxation. David is also recognised as a Self Managed Super Fund Specialist (SSA).

While based in the South Perth office David spends much of his time travelling to meet with clients in regional Western Australia and overseas.

David Baruffi is an Authorised Representative of AMP Financial Planning Pty Limited

David Powell
Financial Planner

David’s own personal philosophy to financial planning is one stressing the importance of relationships. His strong sense of client focus and genuinely caring nature enables David to deliver closely personalised financial solutions that provide the best outcomes for his clients.

As a Director of Blueprint Planning, David strives to build wealth through knowledge for his clients. He is currently completing his Masters of Taxation and is a CERTIFIED FINANCIAL PLANNER™. David is also recognised as a Self Managed Super Fund Specialist (SSA).

David has been in the financial services industry since 1991 and has been actively involved in both the life insurance and financial planning industries at the highest level, including Western Australian Chapter Chair of the Financial Planning Association and the Western Australian President of the Australian Lifewriters Association.

David Powell is an Authorised Representative of AMP Financial Planning Pty Limited

Greg Major
Non-Executive Director

With over fifteen years experience in a variety of Financial Services roles within the Banking Sector, Greg Major is a solution focused high level Corporate Banking Executive.

Greg’s financial services background ranges from Senior Manager for Westpac Banking Corporation through to most recently Executive Vice President with ABN AMRO. Greg has extensive experience across all major wholesale banking and finance fields, including derivatives and risk management, capital markets and structured finance, and balance sheet, liquidity and capital management. Working across Europe and Asia, Greg has a wide ranging experience and understanding of global banking operations. A passion for analysing critical business requirements, Greg is highly skilled in identifying deficiencies and potential opportunities, formulating strategy and implementing subsequent innovative and cost effective solutions.

During his career Greg has been involved in every level of company management and operation giving him an incredibly strong grounding in all facets of business operation.

Greg joins the Blueprint Planning     team as Non-Executive Director to help us focus on growing our business. With extensive experience as a senior executive in the financial services arena, Greg brings to the Blueprint Planning     Board of Directors a thorough knowledge of what it takes to run an effective organisation.  He holds a Bachelor of Engineering and Master of Business Administration and Greg is a Fellow of the Australian Institute of Management, Fellow of the Financial Services Institute of Australia and a Member of the Australian Institute of Company Directors.

Bradley Martin
Financial Planner

Brad is a Financial Planner who has been working with Blueprint Planning since March 2005. Brad is based in the South Perth office in between his trips to Albany and Mandurah. Brad holds a Commerce Degree from Curtin University majoring in Finance and Banking and has completed his Diploma of Financial Planning. With a natural propensity for working with people and sound interpersonal skills, Brad enjoys interacting with clients in order to deliver to them the best personalised strategies for their individual circumstances.

Bradley Martin is an Authorised Representative of AMP Financial Planning Pty Limited

Bree Greenwood
General Manager
As Blueprint’s General Manager, Bree is responsible for managing staff and client services to deliver on the company’s aim of Faultless Execution for its clients. Her dedication to professionalism and attention to detail help deliver the best results for each staff member and the overall business.

Geoff Hastie
Financial Planner

Geoff Hastie is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been a financial planner since 1986. Geoff joined the Blueprint Planning team in 2005, prior to which he ran his own practice for 19 years. The most experienced planner of the team, Geoff is highly qualified to advise on a broad range of both general and personal financial issues. Geoff was the first resident Planner to achieve CERTIFIED FINANCIAL PLANNER™ status in the South Coast and Great Southern area.

Geoff Hastie is an Authorised Representative of AMP Financial Planning Pty Limited

Hugh Scott
Financial Planner

Hugh Scott has been a financial planner since 1991. Hugh joined the Blueprint Planning team in 2004. Hugh is located in the Halls Head office, and as a resident of Mandurah himself, Hugh has developed a reputation locally for his commitment to providing quality financial advice to the residents of Mandurah and surrounding areas. Hugh considers himself to be in an extremely fortunate position to have earned a great deal of trust with his clients, many of whom are families he has served from generation to generation.

Hugh Scott is an Authorised Representative of AMP Financial Planning Pty Limited

Dee Kusumastuty
Financial Planner & Associate Financial Strategist

Dee joined the team in 2008 after graduating from Curtin University majoring in Accounting and Financial Planning. She has recently completed training to become an authorised representative of AMP. She has a phenomenally upbeat approach to her work and life in general. She prides herself in providing excellent customer service to Blueprint’s clients, and has begun on a long term career path as a Financial Planner with Blueprint Planning.

Dee Kusumastuty is an Authorised Representative of AMP Financial Planning Pty Limited

Casey Shaw
Associate Financial Strategist
Casey joins the team part time as he completes his Bachelor of Commerce, Majoring in Financial Planning. Casey is focused on working closely with Blueprint’s clients to achieve the best outcome for them financially and ensuring we tick off on all of their life goals. Casey’s friendly and gracious personality makes him perfectly suited to his case management role.

Darian Baruffi
Client Services
Darian is a client services officer, and is responsible for contacting clients regularly to update their details, maintains the client base and offer Blueprint’s services. Darian is highly experienced in dealing with customers and assists in ensuring that Blueprint maintains contact with our clients.

Tessa Case
Client Services Manager
Tessa is the newest member of the team, she joins us as the new Client Administration Officer and face of Blueprint. Tess hails from South Australia where she worked in a similar role for another financial planning practice. Her positive and friendly attitude makes her a pleasure to work with.