Koombana Financial

Koombana Financial is a financial advisory firm based in Bunbury, with offices also in Joondalup. Jack Manoni is the Director and Financial Planner, accredited as a Self-Managed Superannuation Fund Specialist Adviser and a member of the Financial Advice Association of Australia. He holds a Bachelor of Commerce (Finance) from Edith Cowan University and a Graduate Diploma of Financial Planning, and is in the final stages of completing his Master of Financial Planning at Kaplan Professional.

Carl Ryan is an Associate who will commence his Professional Year as a Financial Adviser in early 2026; he completed a Bachelor of Commerce at Edith Cowan University and obtained a Graduate Diploma in Financial Planning, and has worked in various roles within the financial planning industry since 2017. Liz Knight is the Client Service Manager with over 20 years of experience in technical administration.

Kelly Sibly is a Client Service Manager in the Bunbury office; she completed a Bachelor of Business in Financial Planning in 2015 and spent six years with CBA Financial Planning. Koombana Financial serves first home buyers and growing families, young professionals, time-poor executives, FIFO workers and tradespeople, business owners, and pre-retirees. J & O Manoni Investments Pty Ltd trades as Koombana Financial.

Retirement transitions and self-managed superannuation funds anchor the advice work that clients describe at Koombana Financial in Bunbury. Jack Monani is named repeatedly across accounts, with clients highlighting the careful, strategic assessment he applies when designing plans around individual circumstances. Reviewers often note that complex subjects are explained in plain terms, particularly the process of establishing self-managed superannuation funds, which is described as clear and smooth from start to finish. Insurance cover reviews and superannuation adjustments for young families also feature, with the team credited for guiding clients through changes to their policies.

An observation shared by more than one reviewer is the responsiveness of communication, with timely updates provided at each stage of setting up retirement plans. Several customers mention the confidence they gained in investment decisions, describing how their interests were kept front of mind throughout. The move into retirement is another area where feedback is consistently warm, with the process described as taking worry out of a significant life change. Cono is named alongside Jack as helpful during that transition. Supportive and thorough guidance recurs, especially where retirement situations were not straightforward.