Mortgage Broker

Head of Lending

Shane is married with three kids and lives on the Bellarine Peninsula. On most weekends, you will find Shane busy fishing and having camping adventures with the family or spending time in the garden. Shane has been employed in the finance industry for over 25 years and has spent the last 15 years in the mortgage industry in Australia.

Financial Adviser

Patrick is a highly motivated and enthusiastic professional who is deeply committed to finance and helping clients achieve their financial goals. As a local who has grown up in the bayside area, Patrick has a deep understanding of the community and the unique financial challenges that residents face. He has a proven track record of success in helping clients accumulate and grow their wealth. In his free time, Patrick enjoys sailing, camping, and playing basketball, in addition to staying up-to-date on all things finance.

Senior Paraplanner

Mary is our Senior Paraplanner and does most of our research, analysis, and documentation, to ensure that all of our members get the best outcome for their situation. She has over 7 years of experience in paraplanning and has a Diploma in Financial Planning.

In her spare time, she likes spending time at the beach with her family and friends. She also loves mountain climbing and hiking during the weekends.

Financial Planning Assistant

Natasha is passionate about all analytical things and is the happiest when lending a helping hand to others. She holds a degree in Economics and Management from LSE and currently completing her MBA. She enjoys immersing herself in new ideas and ways of thinking. She enjoys traveling and exploring new cultures and places fascinated by the spiritual realities of the universe. She spends her free time reading and watching movies and loves to spend time with family and friends.