Our Glenelg Financial Planning team
Our expert financial planning and advice team looks after the Glenelg, Brighton, Marion and surrounding areas.
We have years of experience in providing credible and professional financial services to our clients.
Our financial advisers can take the time and hassle out of creating your long-term financial plan and guide you through the process with expert financial advice.
Learn more about our expert team today and book an appointment by clicking the 'Book An Appointment' button on the home page, or contact us at 8376 8168.
Malcolm SimpsonAR no: 000327518
Malcolm is a highly focused Senior Adviser with 15 years financial services experience gained in the UK and Australia. Since 2008 Malcolm has been providing financial advice to a wide range of clients in Adelaide. His passion for providing the very best advice fueled him to continue my development and in 2012 Malcolm received the Certified Financial Planner (CFP) designation, the industry's most prestigious professional qualification.
Originally from Scotland, Malcolm moved to Australia with his South Australian wife so they could enjoy the incredible family lifestyle with their two young children. Working in Glenelg and living in North Brighton, Malcolm am very fortunate and proud to be part of Adelaide's premier coastal community.
Malcolm's strengths lie in helping people identify their goals, developing their personalised strategy and keeping everything on track. He enjoys guiding and coaching his clients, always being there for the big decisions, helping to protect their family and lifestyle and ultimately make the most of their situation.
Mathew HillAR no: 001007188
Meredy joined Mortgage Choice in 2017 as a Para Planner with 25 years experience in Banking, focusing primarily on Financial Planning for the second half of her career. She holds an Advanced Diploma in Financial Planning and a Diploma in Accounting.
Meredy has a wonderful passion for helping clients strive for a better future financially.
'I enjoy the technical side of financial planning and enjoy the challenge of developing great outcomes for clients. It's so rewarding working with a team who love what they do, really care about their clients and are dedicated to providing an exceptional client experience.'
Nick joined the Financial Planning team in 2017 as a Para Planner. Nick holds a Diploma in Financial Planning and is working towards his Advanced Diploma. Nick is passionate about saving and building his own investment portfolio, and enjoys making use of his knowledge to help our clients do the same.
Julie joined Mortgage Choice with ample prior experience in the administration/accounting field, including 6 yrs working for an investment company in the UK. Julie plays a pivotal role particualrly in our financial planning team, ensuring staff are always sufficiently supported and the business administratively is running smoothly.
Contact | firstname.lastname@example.org
Shantelle joined the Financial Planning Team in April 2018 after seven years in the insurance and finance sector.
Shantelle holds a Diploma in Financial Planning and Accounting and works closely with our Financial Planners to ensure overall client satisfaction.
She is very passionate and driven in everything she does, and ensuring our clients meet their financial goals, Shantelle is willing to go the extra mile for our clients.