Meet the team

We look forward to meeting you in person

Advice Team

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Roger Paul

Principal of Financial Coaching / 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.

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Melanie Monk

Authorised Representative of ASVW Financial Services / General Manager & Financial Adviser / CFP® / B Bus (Financial Planning)

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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Wesley Folkard

Authorised Representative of ASVW Financial Services / Financial Adviser / B Bus (Financial Risk Management)

Wesley has worked in the finance industry for over 20 years. He completed his Bachelor of Business specialising in Financial Planning and has recently completed his FASEA exams. Wesley has worked across numerous corporate roles as well as financial planning.

Wesley joined Financial Coaching in 2021 and has taken on the Financial Coaching philosophy of working and coaching clients through their financial journey. He enjoys working closely with clients on building and achieving their financial goals while guiding clients with their Superannuation, investments, personal insurance, retirement, retirement planning and estate planning. Wesley enjoys being able to help clients through the complexities of their financial journey.

Download: Wesley's Adviser Profile