Our Team

Dedicated. Experienced

Working for you

Meet the Executive Team

Our award winning team is made up of some of the Australian financial industries best, and also boasts an excellent customer service team of dedicated veterans with decades of experience who  dedicated to helping Financial Planners, Accountants & Mortgage Brokers successfully evolve their business in an ever changing financial services environment.

  • David Mardell
    David MardellDirector

    David was born and bred in an accounting family, with half his family members in the profession – you could say his middle name is accounting! After 15 years as an adviser, Dave’s passion is for the SMSF space and seeing technical advice being communicated easily and compliantly with clients has not waned, and with government reform just around the corner, he wanted to ensure all advisers had the opportunity to provide this advice to their client’s and even grow their practices into fully fledged SMSF Advisory businesses.

    Through his years of working with dealer groups, David became frustrated and thought that there must be a better way to do business, as opposed to high fees and product pushing. Hence, MyPlanner was born, fulfilling the vision of allowing business owners to build their own identity and do what they do best – advise their client’s.

  • Cathy Mardell
    Cathy MardellCFO

    Cathy is a Chartered Accountant, Registered Tax Agent and is a member of the Australian Tax Office (ATO) Change Program Advisory Group. Cathy is the CFO for MyPlanner, and is also a Specialist SMSF Adviser. She has been crucial to MyPlanner from the beginning, lending an accountant’s perspective to all business decisions.