Shepparton (MB+M)

Greg Luscombe CA – Director
Director, Financial Advisor
Authorised Representative No. 268360

Greg is a tax specialist who loves finding answers to complex problems that give great tax outcomes for our clients. He is also a qualified financial planner who is driven to find the best financial pathways to achieving our clients’ goals.

Qualifications

• Bachelor of Commerce (Honors)
• Chartered Accountant
• Graduate Certificate in Financial Planning

Vince Gagliardi
Director, Financial Adviser
Authorised Representative No: 226942

Vince is Certified Financial Planner who specialises in the big picture and finding a path to achieve it. He is passionate about his clients’ lives as a whole and is all about tailoring advice to their specific needs. Vince uses his experience to help clients achieve their goals in their most important stages of their lives.

Qualifications

• Bachelor of Business
• Diploma of Financial Planning
• Certified Financial Planner^®
• Accredited Aged Care Professional™

Myles Martin
Financial Advisor
Authorised Representative No. 469825

Myles learned his trade as a financial planner before becoming a Senior Financial Advisor. Myles is experienced in superannuation, investment, insurance, SMSF advice and aged care. Myles is also an Accredited Aged Care Professional™.

Qualifications

• Advanced Diploma of Financial Planning
• Diploma in Financial Planning
• Accredited Aged Care Professional™

Bree Hanslow
Financial Adviser
Authorised Representative No. 1251805

Bree loves helping people achieve their goals and have financial peace of mind. Bree enjoys helping retirees enjoy their retirement and is passionate about helping young singles and couples get ahead when they are just starting out on their wealth accumulation journey. Bree is also Wealth & Lifestyle Protection (Personal Insurance) specialist.

Qualifications

• Bachelor of Business Accounting (Finance)
• Certified Financial Planner^®

Darcy Morris
Financial Adviser
Authorised Representative No: 1202433

Aside from providing exceptional service to our clients, Darcy aims to help them achieve their lifestyle objectives.
With a Bachelor of Business and a Graduate Diploma in Financial Planning, he is fully prepared to support clients in their financial pursuits.

Qualifications

• Bachelor of Business
• Graduate Diploma of Financial Planning