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 has become 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 and spending time with her 3 children, husband, and the family dog!

Lauren has worked with Horizons since the 2010. 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.

Dewmi, a native Sri Lankan and a recent graduate in Commerce Majoring in Financial Planning and Commercial law, has joined the Horizon’s Wealth team to expand her knowledge. As our Client Service Officer, she interacts daily between our clients and external fund managers and always delivers a high level of service to ensure the clients needs are priority.

Dewmi can often be heard talking about the latest Netflix new release! Anything horror/thriller related she would be the one to ask as she has already seen it!

It’s Betty’s pleasure to meet clients, get to know them, what they like, what they love, what they want to achieve, and how they want their life to look. It brings her great satisfaction to then see this put into the words and numbers of our advice and recommendations.

Steven leads our client services team and supports our advisers in working with you to achieve your hopes and dreams. He finds great fulfilment in seeing our clients realise exceptional personal and financial outcomes and enjoys sharing in, and celebrating those successes. In his downtime, Steven enjoys sharing time with his young family who provide him with a lot of joy, energy and purpose.