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.

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.

Michele Hurse – Client Services Administrator

Michele is living locally and brings with her a wealth of experience having held a number of senior administration roles in Superannuation and Wealth Management during her career.