Luke has been a qualified Financial Planner since 2013, when he moved to the local area with his wife, and two young children. He has a Bachelor of Business, Masters in Professional Accounting, a Diploma of Financial Planning and is a Certified Financial Planner ®.

Luke has experience working with a wide range of clients, from those starting out in their career, to young families and couples, to pre and post retirees. He thrives on assisting his clients to meet their financial and lifestyle goals, whatever they may be.

Outside of work, Luke plays cricket in the local Leongatha & District Cricket Association, coaches junior soccer and cricket and is a keen supporter of the AFL. He enjoys spending time with his family and friends.

Matthew has been a qualified Financial Adviser since 2002, he has a Graduate Diploma Financial Planning and holds a Certified Financial PlannerTM designation with the Financial Planner Association of Australia.

Matthew has vast experience working with a wide range of clients and focuses on delivering holistic financial advice. He specialises in superannuation and retirement, investment management, wealth protection, and debt management for clients that include young families, wealth accumulators, small business owners, pre and post retirees. He also has significant experience with Centrelink

Matthew is a married father of two who enjoys playing, coaching, and umpiring basketball with Korumburra Basketball Association and attending his children’s many activities. He is also keenly involved with the family farm and enjoys spending time with his family and friends.

Mel first joined the Financial Planning industry in 2015.

Mel’s role as Office Manager is to ensure the smooth running of the office on a day-to-day basis. Melinda is responsible for providing leadership as well as administrative support to our Financial Advisers.

Mel is passionate about helping clients and is always up for a discussion.

Outside of the office Mel enjoys the outdoors and all things animals, on the weekends she can generally be found out with her horses.

Tamara is our paraplanner, providing direct assistance to our Financial Planners by providing administrative and analytical support. She assists in the preparation of financial plans, client presentations, other documents to support client needs, and responds to client inquiries and requests.

Tamara’s also has experience with Centrelink, Fund Managers, Insurance Companies and other related organisations.

Beyond work hours Tamara enjoys family life with her two young boys, spending time with close friends, exercising and playing netball and beach time.

Ralph works on sending review invitations, arranging file preparation for review meeting, and ensuring that your close review meeting are followed and properly feed to the system.

Ralph enjoys his life outside work with his family and 2 daughters. He enjoys cooking and playing basketball during weekends.

Tatum is your first point of contact and looks after our client’s administration and service needs. As part of Tatum’s role she works closely with Centrelink, Fund Managers, Insurance Companies and other related organisations. She also provides administrative support to our advisers.

Beyond work hours Tatum enjoys family life with her two young boys, spending time with close family and friends.