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, with a focus on assisting pre and post retirees develop comprehensive retirement plans. 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 football and cricket and is a keen supporter of the AFL. He enjoys spending time with his family and friends.

Matthew has extensive experience working with a wide range of clients, with a primary focus on pre- and post-retirees to deliver tailored superannuation and comprehensive retirement planning strategies. His expertise spans holistic financial advice, investment management, wealth protection, debt management, and navigating complex Centrelink entitlements to help clients achieve long-term financial security. Beyond pre-retirees, Matthew also works closely with wealth accumulators, small business owners, and young families.

Outside of his professional practice, Matthew is a married father of two teenagers and actively supports their academic and sporting pursuits. He balances his professional life with an increased commitment to managing the family farm and values quality time spent with 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.

Kelsey is one of your first point of contact and looks after our client’s administration and service needs. Kelsey will be there to answer client phone enquiries and emails while acting as a bridge between the client and the adviser.

Beyond work hours Kelsey enjoys spending time with her husband and two boys, mostly driving the boys to basketball, football and cricket but she wouldn't have it any other way. When spare time permits, Kelsey love’s the beach, walking her dog and trying to keep her indoor plants alive.

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.