Meet The Team

Kaylah values quality time with friends and family. When she’s not with them, she enjoys supporting Collingwood in the AFL, staying active through gym sessions or walks, and making time to read—she’s an avid reader who never misses an opportunity to dive into a good book.

A former school teacher and devoted Geelong Cats fan, Matt enjoys local AFL football, Mexican food and renovating his home.

Matt relaxes by playing guitar though jokingly admits to being tone-deaf.

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Dean’s a passionate Western Bulldogs fan.

You’ll find him chasing after his daughter Phoebe and dog Reggie.

He’s also a keen cook outside of the office and loves his Horse Racing.

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As a proud mother of two wonderful children, Lauren brings the same care and commitment to her family as she does to her clients.

Lauren is deeply motivated to excel in everything she undertakes, striving to deliver the best possible outcomes for those she supports and works with, embodying a genuine dedication to making a positive impact.

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Daniel has an interest in all sports but is a keen Essendon Bombers supporter.

Outside of sport, Daniel enjoys travelling and family time with his wife and two boys.

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Outside of work, Scott enjoys caravanning with his family, running, playing indoor soccer, and following AFL.

He’s also actively involved in his kids’ many sporting activities.

Passionate about giving back, Scott supports both local and international community initiatives dedicated to making a positive impact.

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On a good day, Henry enjoys going out for a ride on his bike despite his terrible sense of direction which usually leaves him stranded after taking a (few) wrong turns.

On other days, he loves to play a few games of badminton.

He is also a massive fan of coffee and sweets!

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Lucas likes to be active, whether its running in the Securinvest running club, hiking with mates or working out in the gym.

When he’s not running around Lucas can be found supporting his favourite AFL team Carlton Football Club or his NBA team the Dallas Mavericks.

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Bianca has a true wanderlust spirit; you will always find her researching and planning the next trip.

Only working part-time she gets to spend a lot of time with her very spoilt little Pug, Mia, and if her husband would let her, she would rescue every animal that needs a home.

Adventure is Joanna’s middle name – she’s a nature lover, camper and curious traveller.

She also loves rollercoasters, hates Ferris Wheels, and has a pretty keen murder mystery book habit.

Jenna enjoys live music and events, and can often be found seeking tickets to the next big show.

Travel is also one of Jenna’s passions but when she can’t be off jet setting she enjoys spending time with family and friends or watching the Swans get up in AFL.

Kristy spends her down time learning about programming and reading sci-fi novels.

She’s a reformed gamer and when she is not spending time with her husband and two daughters, she is out hitting the pavement to achieve a new PB.

Amy comes to the financial advice industry with a background practising in property and commercial law.

She’s a keen traveller, wine enthusiast and music lover.

Mandy is a big fan of being outdoors, whether it’s gardening, camping, or riding dirt bikes.

She keeps busy renovating her house and loves spending time with her kids.

Debbie is an anime fan who watches anime and reads manga online.

He is a sporty dude who loves to play volleyball and basketball with his neighbourhood, but oftentimes, spends most of his time sleeping.

Ainsley has over 8 years of experience working in a customer focused role and loves to have a chat.

She has a passion for travel, online shopping and watching a good tv series.

Gary’s into sport – any and all sports, really.

In his free time, you’ll find him escaping to fresh locations locally or around the globe, or simply out for a bite with some friends.

Alec is passionate about helping business owners run a more profitable, valuable, and enjoyable business so they have more options to enjoy their life.

As a lifelong learner he has a wealth of experience gained working with some very clever business leaders and specialists across the world.

Leveraging his Accounting and Economics experience he loves to help business owners strategically run a better business, no matter what stage the business life is at.

Born in Glasgow and Football mad (the beautiful global game), Alec enjoys a good laugh, travel, fine food, wine and malt whisky, with his family and friends – not necessarily in that order!

Jody’s a bit of an adrenaline junky, Especially if it’s water related – jet-skiing, ski-racing, boats of all shapes and sizes.

She’s also a fan of motorbikes, footy golf and travelling, especially in the USA.

What a woman!

Colin has 4 decades of experience in taxation and business advisory services covering a vast array of businesses, individuals and family groups.

His hands on style is appreciated by many clients who have been with him for many years.

He engenders a trusting relationship with his clients which is crucial in providing succession and estate planning type services.

He has worked at all levels of small and large accounting practices over his career and always has a collaborative approach with clients and their various advisors, especially financial planners.

Colin is an avid Carlton supporter and always enjoys finding a new location in Australia to visit with his family camping, fishing and bush walking.

Jenny loves playing golf, travelling and her number one AFL club, North Melbourne Kangaroos.

On any of her days off, you’ll find her teeing up on the green, or planning her next travel escape.

Rachel is somewhat of a sports fanatic.

When she’s got a spare moment, you’ll either find her in the water or on the court.

And when on the sidelines, she’ll be in full supporter mode for her beloved Geelong Cats.

Laura’s a voracious reader and traveller.

She’s something of a fitness junkie too, and loves spending time with her family.

James is a Tigers man through and through, and AFL is big on his agenda both on and off the field.

His active lifestyle doesn’t stop there – you’ll also find him in the surf or hitting a six on the cricket ground.

When Tom isn’t playing sport (mostly cricket, soccer and AFL), he’s most likely watching sport.

But he fits in a fair bit of family and friend time around the sporting calendar, and loves to travel.

Pitamber loves playing and watching Soccer with his favourite team being Manchester City.

He has a goal to travel the world and see at least 100 countries in his lifetime.

Pitamber prides himself on his positive outlook and is always striving to be his best.

Hong is the queen of snacks, she loves to try different snacks and share around to the team.

In her spare time, she loves cooking her special dishes for her family and friends.

Swimming, badminton, and table tennis are her favourite sports.

Simone’s a keen cook and baker, but she also quite loves dining out.

When she’s not chasing the epicurious sweet life, she’s most likely curled up with a book or hunting down the latest and greatest in film.

When Naomi isn’t uber driving her teenaged daughter around, you can find her at the MCG watching her beloved Tigers or creating a cheese board and pairing it with a bottle of wine or Prosecco.

She also like to holiday anywhere the sun will be shining and the cocktails are flowing.

Christos dedicates much of his time to training at the gym and enjoying a good book. He values time with family and friends and is a passionate follower of the NRLs Melbourne Storm. He maintains a balanced lifestyle by combining fitness, learning, and social time.

Waruni keeps the numbers in check while bringing a bright, positive vibe to everything she does. When she’s not crunching figures, you might find her on the dance floor—she believes that if anything goes wrong, the best fix is to “dance it away.” A proud cat lover, who enjoys spending time with family and friends, and when the weather plays nice, she loves heading outdoors for a good hike.

Born in Cape Town, South Africa, Jacqui has lived in London and Auckland, Zealand and now calls Melbourne home, having moved here in 2022. A mother of three, she enjoys travelling, photography and unwinding at home with a good movie.

Craig’s an avid music fan, as a listener and participant – the guitar is his weapon of choice.

When he’s not strumming or spending time with his beautiful family, Craig also has a keen interest in horseracing.

Priscilla’s happiest in the sun – if she could, she’d replace winter with an endless beach holiday.

She gets through the cold months by chasing summer around the world and playing with her year-round source of sunshine – her son, Jenson.

Martin is committed to providing holistic financial advice with professionalism, respect and integrity central to his approach.

He has over 20 years’ experience in investment management having worked for leading Global Investment Banks and Funds Management organisations in Melbourne, London & Sydney.

Married with two children, Martin loves to get away camping fishing and enjoying the great outdoors.

Born, raised and educated in Albury, Simon joined the business in 2001. He is married to his beautiful wife Kim and has three children, William & Austin & Hannah.
If he isn’t in the office, he might be with the kids at tennis, cricket, AFL or dance lessons. On the weekends you might find him in the garden, at Bunnings or playing tennis in the Hume league with his wife.
Simon also has a keen interest in local history, V8 Supercars and planning that next holiday.

Jemma has been in the financial industry since 2019, originally starting in Superannuation and moving to adviser support in 2021.

She loves spending time with her family and friends in her spare time, going for walks with her pre-teen son Hunter and going out for dinners.

She spends a lot of time with her sister and nephews down in Melbourne and is a loyal Collingwood supporter.

Nathan enjoys staying active and social on weekends, with a strong interest in footy and the gym.

Most weekends, you’ll also find him at the local golf course, enjoying a good chat.