CFP, DipFP, Masters in Professional Accounting – Principal Adviser & Owner
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.
CFP, Graduate Diploma of Financial Planning – Principal Adviser & Owner
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 your first point of contact and looks after our client’s administration and service needs. As part of Tamara’s role she works closely with Centrelink, Fund Managers, Insurance Companies and other related organisations. Tamara also provides administrative support to our advisers.
Beyond work hours Tamara enjoys family life with her two young boys, spending time with close friends, exercising and playing netball and beach time.
Heidi joined our team in early 2021. She has been a valuable addition to the business, with experience in administration, payroll and reception.
She works closely with our support staff, mostly assisting with client file administration and service. As a client, you will have contact with Heidi over the phone or in person when you come into the office for appointments.
Heidi lives locally in Korumburra with her husband and four young children. Outside of work she enjoys spending time with her family and friends.