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.
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.
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.
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.
Team leader - Administration
Sevdie joined the Financial Coaching team in 2018 and has over 15 years' experience working within the finance industry in an administrative and management capacity. Sevdie works closely with our adviser and administration teams to manage the office and ensure all facets of the administration process run efficiently and effectively. Her strengths lie in the ability to multitask and to deliver the highest of service standards to our valued clients.
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.
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.
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.