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.
Alex joined our team in August 2019 and is responsible for providing technical support to the Financial Planning team. Since completing his Bachelor of Commerce at Swinburne University, he has been working in financial services and has a great knowledge and passion for the industry. Alex is committed to continuous improvement and is currently completing his Diploma of Financial Planning.
Client Service Officer
Tesha is our Client Service Officer and joined Next Step Financial in February 2020. Joining the financial planning industry in 2018, Tesha has a Master’s and Bachelor’s Degree in Accounting. Her focus is on continually increasing the Client Experience and sees satisfaction in seeing clients achieve their goals whilst providing them with on-going support.