Meet the Experts

Life is complex and so is your financial wellbeing. Your Best Interests solves the problems of everyday Australians  - expert financial advisers and other experts.... Meet the Experts here.

Charles Green, Kearney Group

Charles Green, Kearney Group

Charles is a financial adviser at the award winning Kearney Group in Melbourne, Victoria. He holds a Bachelor of Business (Banking and Finance), a Diploma of Financial Planning, he’s a member of the AFA and FPA, and will soon be finished his Certified Financial Planner  accreditation.

Rebecca Pritchard, Wealth Enhancers

Winner of the AFA Rising Star of the Year 2018

Rebecca Pritchard is one of the Gladiator financial coaches at Wealth Enhancers and was winner of the AFA Rising Star of the year award 2018!

Michael Ward

Michael Ward, M. FinPlan, AFP®, AFA, SSA

AFA Excellence In Education Award Winner 2017

 Michael Ward, M. FinPlan, AFP®, AFA, SSA, AFA Excellence In Education Award Winner 2017, Director, Personal Financial Planner, Maxim Private Wealth

Danielle Robertson

Danielle Robertson

CEO of DIAL-AN-ANGEL

After almost 29 years in the family business (17 years working in the business and 12 years at the helm of DIAL-AN-ANGEL), after a transition period Danielle exited the business when it was acquired by Nextt Health in September 2014. Danielle’s areas of expertise include health care, aged care, disability care, retirement living, childcare, executive mentoring, family business, and medico legal costing, assessments and court expertise.

AFA

Association of Financial Advisers

The AFA has been the authentic voice of advice professionals since its beginning in 1946. Today, the AFA is a vibrant, innovative association whose members remain driven by a shared belief in the value of great advice for more Australians.

Glen James

Managing Director at Fortify Financial Advice Network

Glen James is a licenced financial adviser and is the Managing Director of the Fortify Financial Advice Network. He is conservative and somewhat a contrarian in the way he delivers his practical financial advice. He talks nationally at various business events, is a regular contributor to national financial planning magazines, has spoken live to 12 million people on a popular money show in the USA, written lyrics for a pop song released by Sony music and has a particular interest in business succession, personal finance and estate planning.

Matthew Hawkins

Director & Senior Financial Adviser

Matthew has over 10 years’ experience in the Financial Services Profession and holds a Bachelor of Commerce Majoring in Accounting and Finance, a Diploma of Financial Services, holds the Fellow Chartered Financial Practitioner Designation and is the Tasmanian State Director of the Association of Financial Advisers.

Matthew’s specialities include retirement planning, insurance advice and wealth accumulation strategies. His vast experience throughout his career provides him with the skills to understand and articulate clients’ financial and lifestyle challenges with great clarity. He has the unique ability to explain often technical concepts in client-friendly language.

Lea Schodel

CEO of Wellthy Pty Ltd

Lea Schodel is CEO of Wellthy Pty Ltd and the founder of The mindful wealth movement. Lea has 17 years' experience in financial advice, combined with qualifications in wellness coaching, money coaching, yoga teaching and writing, Lea is passionate about financial well-being and teaching others to manage money in a holistic, meaningful and creative way. She runs online programs, face to face workshops and wealth & well-being retreats and provides personalised financial advice and coaching support which incorporate personal finance, mindfulness, wellness coaching and personal development.

Lea is the 2017 AFA & TAL Female Excellence in Advice award winner and 2016 Money Management Young Achiever of the Year. 

Phil Thompson

Phil Thompson & Thompson Financial Services

Phil Thompson is a young driven entrepreneur who constantly provides high quality financial solutions for his clients. Prior to working in Financial Services Phil was one of Australia's best performing acrobats which lead him to perform throughout Australia and the World.

Sam Robinson, Director of Pursue Wealth

Sam Robinson

Director of Pursue Wealth

With the right motivation and great financial advice, I believe anyone can achieve their dreams. As a Director of Pursue Wealth - an award winning financial planning practice, we are dedicated to helping our members balance a fun and fulfilling lifestyle.
We work with ambitious go-getters who have dreams to travel the world, buy property, start investing or be in a position to comfortably grow their family by providing clear and relevant plans to help them reach their potential faster.
We’re on a mission to help our members keep on top of their finances without needing to compromise their social and adventurous lifestyles.