Our work starts with people

Martin brings decades of experience helping Australians make confident financial decisions. As both an advisor and software developer, he’s built solutions that simplify how advice is delivered.  From complex wealth strategies to the intuitive Engagement Hub platform.  Known for his practical insight (and occasional dad joke), Martin believes financial clarity is the foundation of personal freedom.

Daniel combines deep technical knowledge with genuine empathy for clients’ real-world challenges.   Daniel’s approach to financial advice is shaped by experience in both professional and personal. He’s seen what happens when good people face hard times without the right strategies in place, and that insight drives everything he does.   Daniel is known for his empathy, calmness, and ability to make complex advice feel simple. Genuine and grounded, he helps clients build confidence, not just plans.

Geanne is the friendly first point of contact for many clients. Her attention to detail and proactive approach ensure plans, forms, and follow-ups are completed efficiently. She keeps the process seamless so advisers can focus on what matters most, being there for the clients.

Leora is the steady hand behind the numbers at My Financial Mentors.  With years of experience managing business and client accounts, she ensures everything runs smoothly behind the scenes.  Her calm, methodical approach keeps both the team and clients supported, while her friendly professionalism makes every interaction easy.

Joy is the driving force of our firm’s seamless operations, ensuring every detail of your financial plan is executed flawlessly. By overseeing documentation and implementation updates with expert care, she removes the administrative burden from your shoulders. Her precision and proactive support provide the peace of mind necessary to focus on your long-term goals, making her an invaluable partner and primary contact in your financial journey

Trudi leads the creative and communications side of the business, making sure the MFM brand stays authentic, informative, and relatable. With a background spanning finance, technology, and marketing strategy, she brings clarity and warmth to how clients engage with the firm both online and in person.