The culture at Whittle & Skok is built upon collaboration and teamwork.
Whilst we are very proud of the talented, dedicated and experienced individuals who are charged with managing your financial wealth on a daily basis, we believe that a professional, multi-generational wealth management organisation cannot ultimately be dependent upon the skills or experience of an individual.
The key benefits of a team structure include:
- The benefits of shared intellect and insights from people of diverse backgrounds and experience.
- Continuity of service and standards. Clients feel assured that the services provided today will continue tomorrow and in the future.
Whittle & Skok benefits from a team structure across all of its key operations for two very simple reasons; we are large enough to do so and it is an integral part of how we operate.
Our Financial Advisers
David Bomford
With 15 years of experience across banking and advice, David brings a thoughtful, human approach to financial planning. He specialises in retirement strategies, investment planning, and guiding clients through the shift from saving to spending — a transition that can feel surprisingly big. Known for his warmth and authenticity, David builds trust by listening deeply and sharing insights, helping clients feel comfortable and confident in their decisions. Outside work, he enjoys family time, gym sessions, and mastering Vietnamese one dish at a time.
Philippa Crombie
With over a decade of experience, Philippa brings warmth and a genuine passion for helping clients feel confident about their financial future. With expertise across cashflow, debt, investments, superannuation, pensions, social security, and estate planning, she provides practical, tailored strategies for every stage of life – from young families to retirees. Philippa believes great advice starts with listening, ensuring clients feel understood and empowered to make informed decisions. She holds a Bachelor of Business (Financial Planning), specialist training in Self-Managed Super Funds and Ethics, and is a proud member of the Financial Advice Association of Australia. Outside work, Philippa enjoys hiking, gardening, and sharing good food.
Claire Garrott
With over two decades of experience, Claire specialises in guiding pre-retirees and retirees through one of life’s biggest transitions. Since moving into personal advice in 2007, she has helped clients achieve financial independence and peace of mind, working across boutique planning and accounting firms. Claire believes retirement planning is about more than numbers — it’s about clarity, confidence, and lifestyle. Her collaborative approach focuses on tailored strategies that evolve with changing circumstances. Based between Melbourne and Tasmania, Claire enjoys the outdoors, catching up with friends, and planning travel adventures in search of great food and new experiences.
David Howell
David brings over 20 years of experience and a calm, considered approach to financial advice. He helps clients pause, reflect, and make decisions that feel right — not just on paper, but in life. With a background spanning investment management, marketing, and product development, David offers clarity across superannuation, tax, estate planning, and retirement strategies. He specialises in guiding clients through turning points, helping them explore options and build flexible, reassuring plans. A long-time contributor to the profession, David values time with family and friends — the things that matter most.
David Jackson
David brings 15 years of experience and a calm, empathetic approach to financial advice. He listens first, asks thoughtful questions, and helps clients make sense of the numbers with clarity and confidence. Specialising in pre-retirement and retirement planning, David also supports younger families building wealth, offering guidance across SMSFs, estate planning, investments, and insurance. His global perspective, gained through work in Australia and abroad, complements his people-first philosophy: money is a tool for creating lifestyle and peace of mind. Outside work, David loves travel, music, footy, and making memories with his young family.
Oue Associate Advisers
Kelly Pham
Kellie joined Whittle & Skok in 2018 after several years overseas as an expat, gaining valuable life experience and a broader perspective along the way. She has worked in financial planning since graduating from university, progressing from Client Services to Client Relationship Manager and Associate Adviser. Currently completing her Professional Year and a Master of Financial Planning, Kellie is working toward becoming a qualified financial adviser. Passionate about helping others, she enjoys developing strategies to solve complex financial challenges and supporting clients in achieving their goals. Outside work, Kellie loves time with her two kids, hiking, and exploring the outdoors.
