Our Financial Planning Team

Good planning is a key component to your financial future. Our qualified team of financial planners can help you negotiate your way through the maze of money matters. To introduce our team we have provided a profile of each member below:

Graeme Matthews

Graeme B. BUS. FCPA (FPS). CFP
DIRECTOR – FINANCIAL PLANNING

I have provided financial advice to clients since 1986 in all areas of financial planning and been able to watch the investment strategies deliver the results over this time for my clients. I am committed to providing quality holistic financial advice, investment strategies and options to suit personal circumstances. My staff and I work hard to deliver a high level of service with care and friendly smile.
Areas of expertise
  • Financial Planning
About Graeme

Graeme is an Accountant who transferred to Financial Planning in 1986. In 1997, He established the Financial Planning business within BE to provide holistic advice to all BE clients, family and friends. Specialising in SMSF, Direct Shares, Superannuation, and Age Care, he is always available to assist.

Authorised Representative of Professional Investment Services Pty Ltd: 245034

Authorised Credit Representative of Centrepoint Alliance Lending: 410158

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Graeme is an Accountant who transferred to Financial Planning in 1986. In 1997, He established the Financial....

Wes Howell

Wes Fdn DFP
FINANCIAL PLANNER

I have worked in financial planning for over 15 years. I enjoy assisting people as they clarify their financial position, what they want to achieve in the future and helping them stay on track to reach their goals.
Areas of expertise
  • Financial Planning
About Wes

Wes has been a financial adviser since 2001 developing suitable strategies and plans in the areas of investment and superannuation to enable people to meet their financial goals.

Authorised Representative of Professional Investment Services Pty Ltd: 262343

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Wes has been a financial adviser since 2001 developing suitable strategies and plans in the areas of investment....

Naidene Williams

Naidene Ass. Dip Business
Office Administration

Providing the same friendly and efficient service to each and every one of our clients is important to me, regardless of the size if their query. I believe our clients feel comfortable approaching me as they know I will give them the personalised attention they deserve.
Areas of expertise
  • Financial Planning
About Naidene

Naidene joined us in August 2007 having returned to the workforce after a break to start a family. With more than 10 years experience in providing administrative support to executive management, Naidene has a key role in assisting the Financial Planning team thereby enabling them to fully concentrate on the varying needs of our clients.

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Naidene joined us in August 2007 having returned to the workforce after a break to start a family.

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