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 & 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!

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.

Nelangi is an overseas student from Sri Lanka that has completed her Bachelors in Commerce majoring in Banking & Finance at Monash University. Working as a Client Service Officer, she enjoys being able to help out clients on a daily basis while also working together with great advisers. She also believes that every day is a new learning experience!

Melanie has been in Financial Planning for 20 years. She enjoys working as a Client Service Officer to engage with both clients and Fund Managers and to produce a great outcome for our clients. Her priority is to achieve the best for all concerned.

When Mel isn’t working, she enjoys spending time with her 2 daughters and her 3 grandchildren, who bring her much love, joy and fulfilment. She also loves to cook, read, entertain and garden.