We're a growing team that pairs the energy of a new generation with decades of hard-won experience, building a firm designed to be here for the long term. Work with Finstyle and you're never leaning on a single adviser, but on a group of perspectives and skillsets, ready to look after you, and the generations of your family who follow.
Managing Director · Financial Adviser
"I've never met a client who wanted a portfolio. They want the life it pays for, and that's what we actually plan around."
Brad has been a licensed financial adviser since 1999, and he leads Finstyle on a single conviction: your money exists to create and protect the lifestyle you're working towards, not the other way around. He and the team work shoulder to shoulder with clients, navigating the hard calls together and celebrating the wins along the way.
That long track record comes with long-standing recognition. Brad is an active volunteer and life member of the Million Dollar Round Table, the global association of leading financial professionals.
Family comes first, always. Away from the office you'll usually find him at the dinner table with his wife Oliwia and their two sons, Kingston and George, out on the golf course, or starting the day with a Pilates class.
Graduate Diploma of Financial Planning · Authorised Representative No. 276285 · Adviser since 1999 · Life member, MDRT
Director · Financial Adviser
"My job is to be the devil's advocate: to ask the questions you'd rather not, before life asks them for you."
Gavin believes the most valuable thing an adviser can do is help you make genuinely informed decisions, then challenge them. He's proactive and objective by nature, bringing clarity and a fresh perspective to every conversation, and he'll happily pressure-test every option until the plan holds.
Whether you're buying your first home, protecting your family or planning your retirement, his advice is personal and considered, built not just for the decision in front of you but for the long-term success and peace of mind behind it. A background in both accounting and financial planning means the numbers and the strategy are never far apart.
Away from the desk, Gavin is usually outdoors with a camera, chasing the light and the next adventure. He reckons life is meant to be lived fully, and he's here to help you do exactly that.
Bachelor of Business (Accountancy) · Bachelor of Business (Financial Planning) · Authorised Representative No. 1309365
Mortgage Broker · Finstyle Lending
"The right loan structure is quiet. You set it up properly once, and it stops being something you think about."
Daniel leads Finstyle Lending, the mortgage broking arm that makes Finstyle genuinely different from most boutique advice firms: your lending and your wealth strategy are designed in the same room, by people who actually talk to each other. Whether it's a first investment property, a refinance, or a business facility, Daniel makes sure the debt serves the plan, not the other way around.
It's a rare setup. Most people juggle a broker who has never met their adviser; here, the two sit at the same table, so your borrowing and your bigger picture stay in step as life changes.
Finstyle Lending Pty Ltd
Client services
Advice is the visible part. Behind it sits the team who make sure every application, review and request actually happens, on time, without you chasing it.
Client Services
Joanne believes a core purpose of financial planning is simply to improve people's quality of life. She brings strong principles and a genuinely ethical, client-focused approach, and she's always ready to lend a hand. Forever open to new ideas, she's often the one behind the scenes streamlining a process or looking for a better outcome.
Outside work, Joanne finds her calm in nature, family and rest, and rarely goes a day without music, which brings a creative, easy energy to everything she does.
LinkedIn
Client Services
Matthew is the friendly face and voice of Finstyle. Phone the office or walk into Gate 8, and he's the one who makes it feel welcoming, professional and easy.
He coordinates appointments, manages client communications and provides support through every stage of the planning process. His attention to detail and his standard for client service are a big part of why things just work.
LinkedInWhere you'll find us
Our home is Level 2, 88 Jolimont Street, East Melbourne, two minutes from the MCG, a short walk from Jolimont Station. Most first conversations happen here, over coffee.
No towers, no lobbies, no lanyards. Just the room you've now already met.
The first conversation is free, and it's exactly that: a conversation. No slides, no pitch, no obligation.
Start with a conversation Or call us on (03) 8414 0290