Meet our Team

Winner of the Money Management Financial Adviser of the Year Award (2009) Anne joined the firm in 2001 and is Managing Director. Anne is a Certified Financial Planner, a Certified Practicing Accountant and has been awarded a Bachelor of Business (Accounting), Graduate Diploma of Financial Planning and Graduate Diploma in Applied Finance and Investment. Anne is actively involved in promoting the profession of financial planning, being involved in Discussion Groups, seminars, advisory councils and committees. Anne is often invited by the media to contribute articles and comment on relevant financial planning issues.

Anne's expertise has been recognised within the financial planning industry and over the years she has received a number of awards. In addition to winning the 2009 Money Management Financial Planner of the Year award, Anne was the Victorian State winner for the FPA Value of Advice Awards (2006) in three categories. Anne has also qualified for the AFR Smart Investors Masterclass Top 50 (financial planning) in 2007, 2008 and 2009.

Anne's passion is providing values-based advice to clients and her extensive qualifications and broad experience ensures that you will get the best advice possible. Her specialties include pre-retirement planning, wealth accumulation and aged care.

David has been involved in financial markets since 1979. As a Financial Markets dealer, he was intimately involved in Global Financial Markets for almost 15 years, including expatriate postings to New York and Singapore. He completed a Diploma of Financial Advising through the Securities Institute of Australia in 2003. Along with numerous individual subject awards, he received the Institute's National Dux award for the highest aggregate mark in the same year. A Financial Planner since 2002, David seeks to leverage off his broad experience to provide clients with tailored and innovative financial solutions. David is a Certified Financial Planner and a Senior Associate of the Financial Services Institute of Australia.

David was included in the AFR Smart Investors Masterclass Top 50 Financial Planners for 2010 and was recently granted specialist SMSF Advisor (SSA) accreditation by the Self Managed Super Fund Professional Association of Australia.

Wayne is a qualified CPA with almost 30 years experience in the accounting and taxation profession and over 9 years experience as a financial planner. Wayne is a partner in a successful accounting practice and is also a director of McPhail HLG Financial Planning.

Wayne has been consulting to a broad range of clients including private companies, small business owners and individuals over many years, providing sound financial services and quality advice. His areas of expertise include tax effective strategies, self managed super funds, superannuation and business strategy for small business. Wayne is also a registered Company Auditor.