Simone started working in the Financial Services industry in 1997 and has worked in an advisory capacity since 1999. Joining Henderson Matusch in 2004, Simone thoroughly enjoys working with people to help them get ahead financially and achieve their goals. Simone holds a Bachelor of Arts (Humanities), Advanced Diploma of Financial Services (Financial Planning), Diploma of Financial Services (Finance/Mortgage Broking Management), is an acredited adviser for Margin Lending and is a Commissioner of Declarations.

Ben has completed a Diploma in Financial Planning, and an Advanced Certificate in Business Management (Accounting). He is a member of the Australian Institute of Management and an Associate member of the Financial Planning Association. Ben has worked as a financial planner since 1999. Ben has provided credit assistance services since 1999 and has completed a Diploma of Finance and Mortgage Broking Management and is an accredited adviser for Margin Lending.

Ian has been working as a financial planner since 1992 and has completed a Diploma of Financial Planning (RMIT). He also holds a Bachelor of Commerce (University of Queensland), and is a member of the Financial Planning Association of Australia (FPA) and the Australian Institute of Company Directors (AICD). Ian is a qualified accountant and a Fellow Member of the Society of CPAs. He is also a Certified Financial Planner (CFP). Ian has provided credit assistance services since 1992 and has completed a Diploma of Finance and Mortgage Broking Management and is an accredited adviser for Margin Lending.

Steph started working in the financial planning industry in 2007 and joined Henderson Matusch in 2009. She holds an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Finance and Mortgage Broking Management and is currently completing her Graduate Diploma in Financial Planning. In addition to this she is a Commissioner for Declarations and an accredited adviser for Margin Lending.

Greg has been working in the financial services industry since 2016.  He held client services and paraplanning roles with Henderson Matusch before stepping into an advisory role. He holds a Bachelor of Business (QUT) Majoring in Finance with Management and Marketing minors, a Diploma of Financial Services (Financial Planning), and is an accredited adviser for margin lending.

Matthew has been working in the Financial Planning industry since 2015. He holds a Bachelor of Business, majoring in Financial Planning from RMIT, and is an accredited adviser for Margin Lending. He is a Financial Planner AFP® member of the Financial Planning Association of Australia.

Reece has worked in the financial services industry in the UK and Australia since 2015. He has completed a Bachelor of Business (QUT) majoring in Management, a Graduate Diploma of Financial Planning (FASEA approved) and is accredited to provide advice on margin lending.

Maree is a Certified Financial Planner CFP member of the Financial Planning Association of Australia. Maree started her career in the financial services industry in 1988 and began practicing as an Adviser in 2000. Joining Henderson Matusch in 2019, Maree has a passion for maximising her clients’ retirement outcomes, and ensuring they have sufficient funds to live a fulfilling lifestyle.

Jaklyn has extensive and varied experience within financial services. Since 2011, her industry experience includes financial planning, operations management and business analyst roles.  In all roles she has prided herself on working with clients to meet their needs.  Her work experience is supported by academic qualifications which include a Diploma of Financial Planning and a Bachelors of Psychological Science.

Bruce is a Senior Financial Planner and has been working in the financial services industry for over 17 years. He holds a Graduate Diploma of Financial Planning and has specialist accreditation’s for Business Insurance and Business Succession, Direct Shares, SMSF investment, SMSF insurance and more. Bruce thrives on having long term relationships to see his clients’ goals fully realised.