OzPlan – Shepparton (MB+M)

23 Nixon Street, SHEPPARTON VIC 3630
Ph : (03) 5831 1233
Fax: (03) 5821 8882

Greg Luscombe CA – Director
Authorised Representative No. 268360
Chartered Accountant
email: gregl@mbmgroup.com.au

Greg is an experienced, straight talking Financial Planner and Business Adviser whose focus is on ensuring that you enjoy a sound financial future. Greg has been a partner and Director at MB+M for almost 30 years.

Greg takes a holistic client approach and his extensive qualifications and experience both in financial planning and specialist taxation, allow him to provide rock solid advice on both fronts. Greg is one of the first ports of call at MB+M for specialist income tax matters and this, linked with his financial planning expertise, provides a unique skillset in our community.

In his personal life, Greg enjoys extensive involvement in hockey and cricket, gaining many accolades in both sports. He is also Treasurer for GV Hospice Care. Greg’s greatest achievement is his family, with three children and his wife Kaye.

 

Qualifications

  • Chartered Accountant
  • Certified Practicing Accountant
  • Graduate Certificate in Financial Planning
    Authorised Representative No. 268360

Professional Memberships

  • Institute of Chartered Accountants Australia
  • Certified Practicing Accountants Association
  • Member of the Taxation Institute of Australia

Bree Hanslow – Financial Adviser
Authorised Representative No. 1251805
Financial Adviser
email: bree.hanslow@mbmgroup.com.au

Bree is passionate about building trusting relationships, working closely with her clients to understand their goals and what is important in life. She has a diverse client base, specialising in helping younger client’s to put their finances in order and providing assistance to achieve their goals.

Bree has been with MB+M for over 7 years and understands the importance of socially responsible investing, building wealth from a young age and using technology to provide excellent customer experiences.

Bree enjoys an active lifestyle and being involved in the community. In her free time, she plays sport and frequents the gym.

Qualifications

  • Bachelor of Business Accounting (Finance)
  • Certified Financial Planning Certification
    Authorised Representative No. 1251805

Professional Memberships

  • Financial Planning Association
  • Registered Member of Tax Practitioners Board

Myles Martin – Financial Adviser
Authorised Representative No. 469825
Financial Adviser
email: mylesm@mbmgroup.com.au

Myles is an experienced adviser with over 13 years of experience in the Financial Planning industry. Over his journey, Myles has worked in a variety of roles including SMSF Compliance, Branch Adviser and Senior Business Adviser. Myles likes to provide holistic advice working together with clients to achieve their financial and lifestyle goals, as they transition through life stages.

Myles has been with MB+M for over 4 years and enjoys working with clients in all stages of life. He is an Accredited Aged Care Advice Specialist, providing advice to members and family on entering Aged Care.

Myles has a keen interest in local football and cricket clubs and enjoys spending time with his wife and two kids, Audrey and Leo. He is currently studying a Graduate Diploma of Applied Finance.

Qualifications

  • Advance Diploma in Financial Planning
  • Diploma in Financial Planning
  • Accredited Aged Care Advice Specialist
    Authorised Representative No. 469825

Professional Memberships

  • Registered Member of Tax Practitioners Board

Varun Sarup (MeSAFAA)– Financial Adviser
Authorised Representative No. 001233895
Financial Adviser
email: varuns@mbmgroup.com.au

Varun takes great pride in providing holistic advice to a wide range of clients. These include young clients starting out, to high net worth clients. This is supported by having over 10 years’ experience in the banking and finance sector.

Varun has a passion for providing strategic investment advice and focuses on tailoring this to each client. Varun believes that advisers have a very important role in being able to uncover what really motivates a client and to help them actively achieve their goals.

During Varun’s spare time, he is busy studying for his Master in Financial Planning. When the books are down, he likes keeping fit and helping his partner’s business grow.

Qualifications

  • Bachelor of Commerce (Applied Economics & Finance)
  • Diploma of Financial Planning
  • Graduate Certificate in Financial Planning
    Authorised Representative No. 001233895

Professional Memberships

  • Member of Stockbrokers and Financial Advisers Association Limited
  • Registered Member of Tax Practitioners Board