Meet the Team
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Director – Principal Adviser
Andy has been working in the world of finance for over 15 years. Commencing his financial career in finance with Protax Financial planning and moving onto achieving various funds management and investment banking roles with some of the most prestigious firms in Australia and offshore including, Macquarie Bank in Australia and the Bank of New York in London. And Co-host of the Podcast Wealth, Wine and Wisdom
Over the years Andy has achieved many qualifications – those relating to finance are:
Diploma in Financial Markets (Treasury)
Diploma in Mortgage Broking and Finance
Graduate Diploma in Financial Planning
Masters in Applied Finance
Andy now also lectures part time with Kaplan Professional for their Masters in applied finance courses.
During the mid 80’s, Tony became one of the pioneers of the financial planning and wealth creation industry. It was during this time that Tony founded Mornington Financial Services. Tony is truly an expert in his field having worked with and guided his clients through various markets over the past 35+ years. Tony is renowned for and highly respected as an industry professional with the highest standards of integrity.
Tony has an honorary PHD in guiding people through their lives with a smile and supporting wisdom. He is a qualified Financial Planner holding a Diploma in Financial Planning.
Tony has a heart of gold and loves all of his clients. He has an amazing positive outlook on life and never gives in. It has been this attitude that has guided Tony to 5 Bass Straight crossing in the Melbourne to Hobart yacht race, 2 bungee jumps and 1 skydive, achieving this all while in possession of a seniors card.
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Nada brings a wealth of experience from 11 years working in a large scale financial advice operation in the Melbourne CBD. Efficient and detail orientated, so look out. Nada’s strength is the ferocity with which she tackles every task. No stone will be left unturned when it comes to solving problems for our clients.
Nada has a Graduate Certificate in Financial Planning.
Alex has been a part of the finance world for over 10 years and has built extensive experience in all facets of financial planning, investment strategy, investment markets, and superannuation / SMSF.
Alex adds value to your everyday journey through carefully crafted holistic strategic planning and delivering the strategy in a way that makes sense and is easy to understand.
Outside of work, Alex is passionate about his family and has a keen interest in health, fitness, and various sports (including but not limited to; Soccer – EPL, AFL, Formula One, and Tennis).
- Certified Financial Planner CFP® – The Financial Planning Association of Australia
- Bachelor of Finance – La Trobe University
Car, Equipment leasing & Finance
Lawrence has a BA in business management and psychology. Lawrence started his career in sales with Xerox Canada, and he quickly progressed up the corporate ladder and became one of
Forensic Financial Consultant
Gobi has operated at the highest levels in multinational companies such as BP at director level both domestic and abroad. Gobi now specialises in providing specialist consulting services to small and medium businesses here in Australia. Providing a business with financial insight, analysis, forensic accounting and turn-around strategies with the development of short range/long range plans. Gobi’s best assets are his commitments scaling with Government consultant duties relating to the repealing of their CGT, and the fact he is a family man dedicated to supporting and seeing his son become a doctor in Australia.
Client Services Officer – Insurance
Joy began her life insurance career with one of Australia’s largest life insurance companies in the year 2000. Now with experience of over 20 years in life insurance claims and policy administration, Joy’s well versed in being on your side if the worst were to happen. Joy’s empathetic and understanding approach allows you to feel comfortable through all stages of the life insurance process (from applications to claims).
Client Services Administrator
Raissa assists in managing client service and administrative functions by prioritising the daily workload and helping with client queries. Efficient and detail-oriented, Raissa is a critical support to the team.
Legal Council – Family Law and Conveyancing
Kimberley has been working in the legal industry for over 15 years in both the public and private sectors. Commencing her career in a mid-tier Victorian firm, her focus was commercial litigation,
Legal Consultant – Estate Planning
Jessica has been working as an Estate Planning lawyer for over 10 years. Her experience in both the public and private sector have seen her deal with a wide variety of clients. In her current practice,