Authorised Representative of Consultum / MBus(RMIT), CFP®, Dip FP
Roger is a member of the Financial Planning Association of Australia and has been in the financial planning industry since 1983. Roger has predominantly specialised in Retirement Planning. Along with the responsibilities of the strategic direction of the practice and management of staff, Roger's primary role is to assist clients in achieving their financial and lifestyle goals in retirement.
Authorised Representative of Consultum / CFP®, Dip FP
Neil is actively involved in the strategic planning and growth of the practice. Neil has over 30 years’ experience as a small business owner who founded his original financial planning practice in 1994. Neil's continues to provide high quality advice and service to his valued clients. Neil’s other passion is working with owners of small to medium businesses and helping them find solutions to the ever increasing complexities of running a business.
Authorised Representative of Consultum / B. Comm / Dip FS (FP)
Matthew has been working in the financial services industry since completing his Bachelor of Commerce in 2011. He initially joined Next Step as a paraplanner and technical specialist where he was responsible for providing technical support to the financial planning team. Matthew also holds a Diploma of Financial Services (Financial Planning).
Melinda is well known to many of our clients. She has been working in the financial services industry since 1998 and has built up a wealth of knowledge and experience. Melinda applies this knowledge and experience to help coordinate practice staff and planners to provide a high level of service to our clients.
Monica has been working in Financial Services prior to obtaining her Bachelor of Commerce (Financial Planning) from Deakin University. She also comes well equipped holding a Bachelor of Business (Marketing) and Bachelor of Arts (Sports Management). Having dealt with clients and their different needs, Monica joins Next Step as a Paraplanner with an extensive knowledge base of Financial Planning aspects.
She will be responsible for providing technical support to the Financial Planning team.