Professional Wealth Management
Our financial planners have earnt an outstanding reputation by providing a high level of ongoing service and strong financial strategies. We pride ourself on understanding and agreeing what your true objectives are, and then applying our experience and technical abilities to provide strong and sound strategies that will stand the test of time.
Jon White Director
Jon commenced in the financial services industry in 1992 and has gained experience across both the financial planning and insurance sectors. His diverse background includes corporate management roles within public companies as well as establishing his own practice. Jon is a founding partner of MW Planning.
Nicholas Maikousis Director
Nicholas, a former State Manager for Norwich Union, commenced in the industry in 1987 in senior management roles including AIG Australia. He is a founding partner and manages the Life Insurance Division of MW Planning P/L specialising in Risk Management Strategies.
Lachlan Schonfelder Authorised Representative
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 Jones Authorised Representative
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 Jones Authorised Representative
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.