Meet our team

Wally David – Practice Manager

Wally is an experienced Certified Financial Planner® professional and has worked in the industry for over 10 years.He works with a range of clients to help simplify more complex concepts into plain language for clients to understand.

Wally is a SMSF Specialist Advisor and can provide advice in managing a self managed super fund (SMSF).

Trish Corrigan – Client Services Coordinator

Trish is a long-term local resident on the Mornington Peninsula. Her background includes extensive experience in large super funds in roles of administration and direct liaison with fund members. She has found this position a logical extension of her various roles to date within the financial services sector.

Nadia Williams – Client Services Administrator

Nadia is a local Mornington Peninsula resident and has been with Financial Planning Matters for over five years. She undertakes a broad range of financial planning administrative and reception tasks, as well as assisting & welcoming clients.

Anne-Marie Le Miere – Client Services Administrator

In her role Anne-Marie undertakes a broad range of financial planning administrative and reception tasks, as well as assisting & welcoming clients.