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.

Shaun is a Certified Financial Planner and holds a Bachelor of Commerce from Monash specialising in Finance and Economics. In November 2017 Shaun received the top mark in the country amongst his peers for CFP1: Professionalism, the CFP designation is the highest designation a financial planner available worldwide.  Shaun also holds an Advanced Diploma in Financial Planning and is an ASX Accredited Listed Product Adviser. Outside the office, Shaun is usually running around with his three children, watching the Bombers win, engrossed in test cricket or spending quality time with friends/family over good food and a Shiraz or an IPA.

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!

Barry always expresses how much of a privilege and an honour it is to be able to work on all our client’s financial affairs. He experiences an immense sense of fulfilment and satisfaction when we are able to journey with the client to achieve the peace, hopes and dreams of the clients and to bring it into fruition.

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.

Sok started working with us in 2013 while completing her Bachelor of Commerce at Deakin University. She feels privilege to be able to help clients get their 'financial life' sorted. She enjoys getting stuff done and making sure our advisers are organised!

Sok has two young children who have almost identical names and almost identical day and month of birth. Sok is married to Michael who is Vietnamese, and so she has been trying to learn his language, so she can communicate better with her in-laws. 

Her favourite thing in the world is eating fruit (lots of them).