Financial Advice

Meet our dedicated team

Our Team

For over 20 years it has been important to ‘Skroo’ and the Flight Centre board for our people to be successful both in their personal and professional lives.

Moneywise Global was the business created to help focus on this goal and today we’ve helped thousands of staff achieve amazing things both professionally within their own stores and on a personal level. Experience how the approachable, passionate, highly qualified Financial Advisers at Moneywise Global can help you achieve your goals by guiding you on a rewarding, personal financial journey.

QLD
Sharon Walker
Financial Adviser/State Leader

Sharon has worked in the Financial Services Industry for over 30 years.  Her work experience is varied and includes a number of different roles in banking and financial planning. She began her Financial Planning career in 1999, but her mother says that “she has been a Financial Planner since she started getting pocket money”! Sharon is highly regarded in the industry and has received many awards including the 2015 AFA Female Excellence in Advice. Sharon is very focussed on helping you to set and to achieve your personal and financial goals.  She has an excellent technical knowledge and is very thorough. If there is way to improve your financial situation, she will find it!  She wants to work with you, to assist you to simplify, understand and make the most of your financial resources so that you can take control of your future and achieve your goals.  She will provide you with solid, expert advice that’s built around what you want and need to improve your situation.

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Ben Wilson
Financial Adviser

Ben has worked in financial services industry since 2001. During his career he has held positions in financial planning, paraplanning as well as accounting and taxation in small boutique practices. Ben strive to help people grow and protect their wealth, so they can achieve their financial independence. Ben aims to achieve this by developing a long term financial strategy for clients that is tailored to their needs and provides them with the financial security they desire.

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Chris Herdman
Financial Adviser/State Leader

Chris has been involved in the financial services industry since 2013 and has been an Authorised Representative of Moneywise Global since July 2015. He holds a Bachelor of Financial Planning. Chris’ focus is on meeting clients and helping them to achieve their financial goals while developing long term ongoing relationships. Chris enjoys educating clients and helping them understand different concepts related to their advice providing them peace of mind. Chris is specialised in retirement planning while also enjoys assisting clients with super consolidation, wealth management and personal risk advice.

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Tania Greenacre
Claims Specialist

Tania has been in the finance industry since 1996.  She has provided administrative support in the Banking, Risk and Tax industries.  Tania is a Commissioner of Declarations and is currently studying the Diploma of Financial planning. Tania is responsible for working with the Financial Advisers in completing client administration and producing Statement of Advice documents for our clients.

Jay Fleming
Financial Adviser

Jay began his financial services career in early 2008, when he commenced his studies in a Diploma of Accounting. He went on to build a solid career foundation working at the Australian Taxation Office before moving into Financial Planning in 2011. At this time, he began working for a well-known mortgage broking company, assisting current and future home owners with their financial planning needs. Working with franchise owners and their clients he ensured they were completely protected from life’s unforeseen events. Jay strives to achieve the best outcome for his clients through strategic financial advice and planning for the future whilst maintaining friendly and helpful ongoing relationships.

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NSW
Craig Wiseman
Financial Adviser/State Leader

Craig has been in the finance industry since 2003. He holds an Advanced Diploma of Financial Services (Financial Planning) and is a Member of the Association of Financial Advisers (AFA).
Craig’s focus is ensuring that he places his client’s in a better financial position than before they met. He understands the important link between financial and emotional wellbeing.

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Sjaan Laarhoven
Senior Financial Adviser

Sjaan has been involved in the financial services industry since 1994 and has been an Authorised Representative since 2006. She holds a Bachelor of Commerce (Accounting) and an Advanced Diploma of Financial Services (Financial Planning). Sjaan is a member of the Association of Financial Advisers (AFA).
Sjaan’s focus is on assisting clients manage their cash flow, provide the right level of protection for them and their families and help them grow their wealth thereby allowing them to live their best life.

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VIC & TAS
WA / SA / NT
Damien McCaughey
Financial Adviser

Damien has spent most of his working career in the financial services industry. He holds an Advanced Diploma of Financial Services (Financial Planning). Damien is a Member of the Association of Financial Advisers (AFA).
Damien’s focus is on providing the expertise and guidance to allow his clients to achieve their financial goals large or small while financially protecting themselves and their families.

Read more here.

PARAPLANNING
Matthew Fendley
Paraplanner

Matt has been in the financial planning industry since 2010. He started as an associate financial adviser before moving into parraplanning and business development roles.  Matt has completed a bachelor of Commerce majoring in Finance and is currently studying his Advanced Diploma of Financial Planning. He has been working with MoneyWise since February 2017 and is responsible for the preparation of Statement of Advice for clients while assisting in the implementation of advice strategies for the MoneyWise client base.

Sebastian Cohen
Paraplanner

After working in tax since 2013, Seb made the switch to finance after returning to university and completing his Accounting and Finance degree in late 2016. He previously worked with one of Australia’s most successful and prestigious sporting teams for ten years, where he handled everything from accounting and administration to maintaining the scoreboard and tidying up the field. His philosophy for both work and life is one of discipline and no half-measures. As a member of the paraplanning team, he prepares Statements of Advice for the planning team, as well as following up on general administrative work.