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 / Dip FS (FP), B Bus
David has been working in the financial services industry since completing his Bachelor of Business in 2009. He began at Next Step Financial Strategies as a paraplanner and technical specialist where he was responsible for providing technical support to the financial planning team. As a financial planner, David is able to provide holistic financial advice through all stages of life. David also holds a Diploma of Financial Services (Financial Planning) and a Graduate Certificate in Accounting.
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.
Paraplanner / Dip FS (FP)
Matthew has been working in the financial services industry since completing his Bachelor of Commerce in 2011. He recently joined Next Step as a paraplanner and technical specialist where he is responsible for providing technical support to the financial planning team. Matthew also holds a Diploma of Financial Services (Financial Planning).