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 / 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.
Authorised Representative of Consultum / Financial Adviser / CFP® / Grad Dip FP / B. Sc.
Graeme became a Financial Planner in 2002. Prior to this he worked at the Department of Social Security and Centrelink for over 20 years in a range of payment areas and middle management. This included several years as a Financial Information Services Officer (FISO).
Since becoming a Financial Planner, Graeme has specialised in assisting clients with pre and post retirement strategies. He has also assisted clients in understanding the aged care system when they or relatives need to enter an aged care home. He enjoys helping clients understand their options and guiding them through the complexities of Social Security Law as well as investment choices.