The team and our community

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.

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.

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.

Connie started with us in 2012 and is our ‘Enabler’ in the business. Her caring nature, positive attitude, and hard work ethic ensures that operationally, Horizons Wealth runs smoothly, including Operational and financial management, strategic planning, HR, Cyber security, IT and team / workflow management.

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.

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.

Tiffany holds a Bachelor of Business majoring in Accounting and Master of Commerce majoring in Banking and Economics. Her introduction into the financial planning industry began in 2021. She joined Horizons Wealth in 2024. For Tiffany, financial planning is essential for everyone, and she dedicates herself to helping clients achieve their financial goals and enjoy their retirement life with less concerns about money.

Tiffany hopes to further her studies in becoming a paraplanner which can provide more comprehensive services to her clients. In her downtime, Tiffany enjoys watching YouTube videos and looking after her young daughter.