With 30 years experience in Banking & Finance, in Superannuation & Insurance as well as direct Property Ron has a wealth of knowledge and understanding to help advise clients on how to grow their wealth, then once achieved, how to preserve and manage your wealth to generate a tax effective income in retirement. Ron is a good listener to your needs and understanding what financial objectives are important to them, then designing a financial plan to best achieve your current and future goals. He is also a specialist in helping investors take control of their financial future by running a DIY Super Fund and having Ron actively manage their savings, this has resulted in producing much better returns with less risk. For many years people have trusted Ron’s advice and ongoing management of their retirement savings, investments, properties or shares and their whole financial wellbeing both present and future. It’s about building long term relationships with people that care about their clients and getting results. If your future and your money is important to you, you’re in good hands with Ron and the friendly MW team of specialist advisers.

Daniel has been a Financial Planner since 1993. He specialises in wealth accumulation and retirement planning strategies. He also has extensive experience in banking and finance having worked in the corporate world for many years.

Lachlan became a Financial Planner in 1995 and is certified with the Financial Planning Association of Australia. With a background in banking and working within Stockbroking firms, Lachlan specialises in direct equities and self-managed superannuation funds.

Susan manages the Essendon Branch of MW Planning. A qualified Financial Planner she specialises in wealth accumulation strategies and self managed superannuation funds. Susan has an extensive knowledge of taxation issues relating to superannuation and experienced in direct equities investment.

Fergus has been a Registered Tax Agent since 1978 and a Financial Planner since 1985. Fergus specialises in retirement planning strategies, superannuation, and retirement income streams having worked in both corporate and private enterprise.

Paul is a highly experienced and dedicated advisor who has joined MW Planning through the merger with Vantage Advisory and has been providing sound advice that clients have certainly appreciated in a period of volatility and uncertainty. Paul began his business life in the architectural and property industries, achieving a business degree, and establishing a real estate and development company in the inner bay side area of Melbourne. Paul is qualified as a financial advisor specializing in equities. While Paul has been investing in the stock market for almost all of his working life, he has developed and applied a disciplined trading strategy to the stock market for the last 10 years and has kept a detailed trading record since 2004.