Michael enjoys utilising his skill set to assist others both through his role at Main Street as well as his involvement with community service organisations and charities. Outside the office Michael is a Director on the board of a not for profit community organisation, Montagu Community Living. In this role he is responsible for bringing knowledge in finance and strategic planning. Michael is also involved in a number of charities’ sub committees including IMPACT 100 Tasmania and the Make a Wish Foundation.

Michael specialises in providing strategic advice to busy professionals, self-funded retirees and motivated young professionals. Michael has an active interest in how innovation and technology can be applied to enhance the outcomes for clients.

Michael has co-written an E-Book ‘Super Strategies’ with Charles Badenach and Rebecca Fergusson.

Completed Qualifications

• Master of Financial Planning, Kaplan Professional, July 2019
• FASEA (Financial Adviser Standards and Ethics Authority) Financial Adviser Exam, June 2019
• Registered Tax (Financial) Adviser, Tax Practitioners Board of Australia, February 2018
• Certified Financial Planner Course, Financial Planning Association of Australia, June 2017
• Life Risk Specialist Course, Financial Planning Association of Australia, October 2017
• Self Managed Super Fund Course (SMSF), Kaplan Professional, April 2017
• Graduate Diploma in Financial Planning, Kaplan Professional, July 2016
• Graduate Certificate in Financial Planning, Kaplan Professional, February 2016
• Bachelor of Business (Finance and Management Major), University of Tasmania, June 2015

Publications

• “5 Common Financial Mistakes Made By people In My Generation”, October 2017
• “Super Strategies”, published EBook & Hard Copy, June 2018

The financial planning process starts with an initial meeting (at our cost) to discuss your needs, objectives and financial circumstances. To ensure that this meeting is as productive as possible it is important that you bring along any relevant materials including a position statement and investment and insurance details. We look forward to working with you.

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Matthew’s specialities include retirement planning, insurance advice and wealth accumulation strategies. His vast experience throughout his career provides him with the skills to understand and articulate clients’ financial and lifestyle challenges with great clarity. He has the unique ability to explain often technical concepts in client-friendly language.

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Simon’s passion is assisting clients in improving their financial position and reaching their goals by understanding what is important to them and taking advantage of key strategies to help them achieve these goals.  Simon relishes the role of your financial coach and is also accredited to provide advice regarding mortgage products to assist clients with their home loan requirements.

Simon is married to Lauren and they have a young daughter, Lucy. When not at work, Simon enjoys playing basketball or touch football and keeping active.

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No matter what your stage of life is, Todd can tailor a financial package to suit your personal situation. He understands that no two clients are the same! He will work with you every step of the way and through every major event that occurs in your life, to achieve financial freedom.

Todd has an ongoing relationship with his clients through regular reviews, personalised advice and market updates. His role is to be your financial coach.

Todd’s interests outside work include keeping fit by competing in multisport events, wind surfing, playing the guitar and following his beloved Brisbane Lions. Todd is married to Natalie and has two daughters, Emily and Sophie.

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Tim is a CERTIFIED FINANCIAL PLANNER^® practitioner, the industry’s highest accreditation. He is a Financial Planning Association accredited Life Risk Specialist and holds a Graduate Diploma of Financial Planning from the Financial Services Institute of Australia. Tim is also an associate member of the Financial Planning Association.

Tim has a combined Bachelor of Commerce and Law degree from the University of Tasmania and a Graduate Certificate in Legal Practice. He has been admitted as a Practitioner of the Supreme Court of Tasmania and the High Court of Australia.

Tim is the state winner of the Financial Planning Association’s 2013 Professional Best Practice Award for a CERTIFIED FINANCIAL PLANNER^®. Tim also won this Award in 2012. The Best Practice Awards are the highest in the industry. Tim proactively delivers strategic and holistic financial planning and investment advice. He enjoys a close working relationship with clients and focuses on wealth accumulation and preservation through cash flow management and selecting the most appropriate superannuation and investment structures.

Away from work, Tim enjoys spending time with his family and pursuing a range of outdoor activities, particularly on the east coast of Tasmania.

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Rebecca holds a Bachelor of Commerce degree from the University of Tasmania and is also a Certified Practicing Accountant (Financial Planning Specialist). She has also completed a Diploma of Financial Planning through Deakin University. Rebecca is a Certified Financial Planner practitioner and has been involved with the Hobart Chapter of the State Council of the Financial Planning Association for a number of years (including time as Chair). She is a graduate member of the Australian Institute of Company Directors.

Rebecca was named in the top practitioners in Australia for the Personal Investor Masterclass in 2000 and 2013 and was awarded the Investor’s Adviser Australian Adviser of the Year Award for 2002. She has completed the LRS® Life Risk Specialist Program in 2013 and was awarded top student nationally for the subject LRS Life Risk Principles for Professional Planners. Rebecca has been interviewed in various magazines, has been a contributor to numerous publications and has spoken at a number of conferences.

Rebecca specialises in strategic financial planning, insurance and investment advice for private clients and small businesses. Her focus is on developing long term relationships to enable her clients to achieve their financial and, ultimately, personal objectives and goals.

The financial planning process starts with an initial meeting (at our cost) to discuss your needs, objectives and financial circumstances. To ensure that this meeting is as productive as possible it is important that you bring along any relevant materials including investment, and insurance statements. We look forward to working with you.

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Bachelor of Commerce

Diploma of Financial Planning

Certified Financial Planner

Jonathan’s role

Jonathan helps our clients build, protect and manage their wealth — using cash flow management, sound investment strategies, risk insurance, and estate planning.

About Jonathan

Born and raised in Hobart, Jonathan is the youngest in a family of four boys.

His outlook on life was influenced from a very early age by the death of both parents from cancer. Rather than break him, the loss became a motivation to live every moment to the fullest.

Jonathan loved sports from an early age, and his ideas of ‘relaxation’ include mountain biking, road cycling, surfing, hockey, skiing, snowboarding, and occasionally even the more leisurely pastime of fishing. Between all the action, he’s also a keen photographer.

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