Meet the team

We look forward to meeting you in person

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Roger Paul

Authorised Representative of Consultum / Senior Financial Coach / Principal of Financial Coaching / CFP® professional / Dip FP

Roger joined the financial services industry in 1989, when he decided that a career in Civil Engineering was the wrong path for him.Roger has a strong desire to help individuals and organisations understand what they should do and who can help them achieve financial independence.

Roger's unique approach helps motivate his clients to take control of their financial future, and provides them with the confidence to make educated financial decisions. Roger is a published author on Financial Coaching. His book "Your Personal Wealth Coach" has sold thousands of copies.

Download: Roger's Adviser Profile
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Melanie Monk

Authorised Representative of Consultum / General Manager Advice & Financial Adviser / CFP® / B Bus FP

Melanie joined the Financial Coaching team in 2000 and is a Certified Financial Planner® professional. As General Manager Advice she is responsible for the direction of the advice offering within our business and bringing together the team, delivering a high level of service to our valued clients.

Melanie is passionate about helping clients build the complete program they need to maximise their goals and objectives during their working years, as well as helping them with transitioning to retirement, retirement planning, superannuation, investments and estate planning needs. She enjoys building a trusted relationship with clients and guiding them through all stages of their lives to make smart and informed financial choices that are aligned to their most important goals.

Download: Melanie's Adviser Profile
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Tim Farrell

Authorised Representative of Consultum / Financial Adviser / Adv Dip FS (FP) / B Econ

Tim joined the Financial Coaching team in 2016 and has worked in senior positions in financial markets and wealth advisory for over 25 years. He utilises his broad experience and detailed knowledge to develop meaningful strategies that successfully enable clients to navigate the changing economic environment and secure their long term financial security.

Download: Tim's Adviser Profile
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Brad Witt

Authorised Representative of Consultum / B. Com / Dip FP

Brad joined the Financial Coaching team in 2017 and has worked within the financial planning industry since 2011. He brings a strong business background to the team and enjoys working with clients to build long term financial security for them.

Download: Brad's Adviser Profile
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Lois Taylor

Relationship Manager

Lois is well known to many of our clients. She has been working in the financial services industry since 1984 and has built up a wealth of knowledge and experience. Her previous experience & acknowledge has been a great asset to Financial Coaching, where she now builds and maintains relationships with new and existing clients.

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Sowmya Fernandes

Administration Advice

Sowmya joined the Financial Coaching team in 2016, where she is responsible for ensuring the implementation of advice strategies is a smooth and efficient process. Sowmya works closely with the Financial Advice team and will be a point of contact throughout the implementation process for our clients. Sowmya holds a Bachelor of Commerce and her experience has been in accounting and administration roles.

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Elaine Shallue

Accounts Department

Elaine is an extremely valuable team member at Financial Coaching – specialising in financial administration, business strategic planning and liaising with our external accountant, banks and financial service providers.