The team and our community

People are important! Our clients are super important and so is our fabulous team. We have a diverse office environment with different ages and cultural backgrounds who are all highly skilled, capable and love working together. Our office is an environment where people flourish - clients and staff! In fact many of our team’s families (parents, brothers and sisters etc) are our clients – such is their trust in what we do!

 
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Philip Volk

Executive Chair

MBA, Grad Dip Mgt Sci, BA(econ), psc

Philip Volk

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Philip Volk

Executive Chair

MBA, Grad Dip Mgt Sci, BA(econ), psc

Philip leads the business. His “why” is all about creating the context for people to make the very best of their lives – our clients, our staff and our business partners. One of the real strengths of our advice, is that we apply the collective insights, wisdom and experience of the whole advice team to your situation. This inevitably creates a much better solution for you. It’s a real privilege to be trusted with your dreams!

As well as leading this business, Philip has also coached over 100 other advice and accounting businesses.

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Matthew Dunstone

Personal Wealth Adviser / Chief Operating Officer

ADFS (FP), B. Ed, SP AA SSA

Matthew Dunstone

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Matthew Dunstone

Personal Wealth Adviser / Chief Operating Officer

ADFS (FP), B. Ed, SP AA SSA

Matt is our Chief Operating Officer and one of our Personal Wealth Advisers – he ensures that our delivery is spot on and the team is happy and all pulling in the same direction! Matt is a Self-Managed Super Fund specialist and has particular strengths around financial strategy but most importantly the passion to understand you and your dreams and work with you to put a great plan around them.

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Scott Mitton

Personal Wealth Adviser / Partner

GradDipFinPlan, Dip FS (FP), Dip Proj Mgt, B, Bus

Scott Mitton

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Scott Mitton

Personal Wealth Adviser / Partner

GradDipFinPlan, Dip FS (FP), Dip Proj Mgt, B, Bus

Scott has been much awarded! He was a finalist in the AFA rising star award in 2013 and won the RI Rising Star award in 2014! Why? He gets on with everyone and has a real passion for helping families and individuals to live more fulfilling lives by getting their finances in order! He is great at solving the "complete problem" and has the skills and network to make sure that this happens.

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Connie Gigliuto

Office Manager

Connie Gigliuto

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Connie Gigliuto

Office Manager

Connie started with us in 2012 and is our ‘Enabler’ in the business.  Her caring nature, positive attitude, and hard work ethic ensures the daily operations of Horizons Wealth run smoothly, including Office Management, Accounts, HR and Marketing.    

When Connie isn’t working, she is enjoying cooking, entertaining & spending time with her 3 children, husband, and the family dog Eddie!

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Lauren Street

Personal Wealth Adviser

Graduate Diploma of Financial Planning

Bachelor of Business, GradDipFinPlan

Lauren Street

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Lauren Street

Personal Wealth Adviser

Graduate Diploma of Financial Planning

Bachelor of Business, GradDipFinPlan

Lauren has worked with Horizons since the 2010. Lauren’s qualifications include a Diploma of Financial Planning, a Bachelor of Business, successful completion of the FASEA exam and is currently completing her Graduate Diploma in Financial Planning. Lauren is also a member of the Association of Financial Adviser (AFA).

She is a passionate and respectful person in both her work and personal life. Lauren is a proud mother of two beautiful children and lives in Melbourne’s leafy east. She is always motivated to do her best in everything she does because she cares about providing the best possible outcome for everyone around her.

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Karmen Wigney

Senior Financial Planning Assistant

Karmen Wigney

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Karmen Wigney

Senior Financial Planning Assistant

Karmen has joined the team at Horizons Wealth as a Senior Financial Planning Assistant. Karmen has 13+ years’ experience in Financial Services in various support roles.

She prides herself on her high level of customer service, and support, to clients and colleagues.

In her downtime, Karmen likes to go camping with friends, enjoys going to the gym and spending time with her family.

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Sophie Bialocki

Associate Adviser

Bachelor of Commerce (Majoring in Financial Planning)

Sophie Bialocki

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Sophie Bialocki

Associate Adviser

Bachelor of Commerce (Majoring in Financial Planning)

Sophie holds a Bachelor of Commerce double majoring in Financial Planning and Human Resource Management. Her introduction into the financial planning industry began in 2022 with Horizons Wealth. It was our collaborative and client-focused approach that resonated with Sophie in her hopes to create the best possible service and outcomes for our clients.

Sophie has hopes to further her studies in becoming a financial adviser with passion in securities and managed investments. In her downtime, Sophie enjoys share trading with her dad and lifting weights at the gym.

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Tiffany Zhang

Financial Planning Assistant

Tiffany Zhang

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Tiffany Zhang

Financial Planning Assistant

We support charities we are passionate about. Our two charitable endeavours are Financial Literacy in Australia and the SALT.