ABOUT US

A friendly, professional and experienced team with a focus on client service.

Our History

M & M Financial Group is a financial planning firm that has recently been rebranded after the merger of 2 financial planning practices that had been providing financial advice and solutions for more than 15 years.

Our team operate with the highest level of professionalism and personability to ensure that we give you practical solutions to all of your financial challenges. We are committed to continuous improvement, and spend several hours each week maintaining and extending our knowledge base so that you can be sure that our advice is relevant, timely and of the highest quality.

 

Our Location

M & M Financial Group has a brand new location. Our purpose built, modern office is located on the sunny eastern shore, at 11 Scott Street, Bellerive.

 

Our Services

We provide a full range of financial planning and practical experience dealing with a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning, retirement and aged care planning, business advice and inter-generational financial planning.

We offer you a greater service offering not only in financial planning but accounting services, general insurance, home loans, property investing & legal services with trusted & professional referral partners.

 
Mason Walsh

Mason Walsh

Financial Adviser & Partner

Mason is a financial adviser who holds a Diploma of Financial Services and a Graduate Diploma of Financial Services as well as passing the FASEA Financial Adviser Exam. He has been working in the finance industry for over 5 years in paraplanning, admin and client services roles and now as an authorised financial adviser.

Away from work, he enjoys playing golf, running and following the AFL.

Matthew Geappen

Matthew Geappen

Business Development Manager

Matt is a former financial adviser who has moved into a new role in developing new efficiencies for the practice, along with maintaining great relationships with existing clients and continuing to look at opportunities to introduce new clients to our advisers to help achieve their goals.

Away from work, he enjoys swimming, riding & running to keep fit.

Rita Mawson

Rita Mawson

Paraplanner

Rita has over 20 years of experience working in the financial services industry with the majority of those years in a paraplanning role. Rita has an Advanced Diploma of Financial Services.

Away from work, she enjoys hiking and the outdoors.