Peter Bond

Senior Financial Advisor CFP®, B.Comm, GradDipFP, SMSF

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Brisbane

Peter started in financial planning in 2003, becoming an adviser in 2005. With many years of experience helping clients, Peter has worked in different firms over the years before running his own financial advisory for ten years.

With qualifications including a Graduate Diploma in Financial Planning, a Bachelor of Commerce, and Certified Financial Planner®, Peter has recently joined My Wealth Solutions as a Senior Financial Adviser.

Experience

When he is not at work, Peter enjoys spending time with his wife and son, as well as playing golf or going camping.

Expertise

Families scaling upHigh-income PlanningHigh-Net-WorthInsurance & Risk AdviceInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingProperty InvestingRetirement PlanningSelf-Managed Superannuation FundsTax Planning & StructuringWealth CreationWealth Management

Get to know Peter Bond

What do you wish people knew about financial planning?

I wish people knew how important it is to take the initial leap forward to start the journey rather than hoping things work out without receiving financial advice.

Get to know Peter Bond

What is your favourite thing about being part of the My Wealth Solutions team?

I really enjoy being part of a dynamic team.

Get to know Peter Bond

If you could give one piece of advice to yourself from 10 years ago, what would it be?

I would tell myself to make more time for sleep.

Get to know Peter Bond

What’s your weirdest office habit

I prefer to use a pen and paper rather than computers.

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Chris Runge

Financial Advisor MFinPlan, BPropEc

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Brisbane

Chris holds a Master’s degree in Financial Planning and a Bachelor’s degree in Property Economics, providing a strong foundation of knowledge across multiple industries. He has been working in financial advice for five years, gaining experience across a broad range of client situations and developing a practical, client-focused approach to advice.

Experience

Outside of work Chris enjoys watching sport, as well as spending time with family, friends, and his sausage dog Bean.

Expertise

Families starting outInvesting & Portfolio ConstructionProperty InvestingRetirement PlanningTax Planning & StructuringWealth CreationYoung Professionals

Get to know Chris Runge

What do you wish people knew about financial planning?

That it is not just about investments. Good financial planning is about understanding your goals, creating structure, and making informed decisions that evolve as your life changes. When done well, it provides peace of mind and allows people to achieve things they never thought possible.

Get to know Chris Runge

What is your favourite thing about being part of the My Wealth Solutions team?

The culture and the people. There is a genuine focus on collaboration, doing what is right for clients, and delivering advice to a high standard. Being part of a team that values integrity and long-term thinking makes a real difference.

Get to know Chris Runge

If you could give one piece of advice to yourself from 10 years ago, what would it be?

Stay patient and stay consistent. The biggest results come from making sensible decisions over time rather than trying to rush outcomes.

Back to Our Team

Let’s have a chat, obligation free!

Book Your Free Consultation

Chloe Foster

Head of Insurance Dip FP, Grad Dip FP, SSA – SMSF Specialist

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Brisbane

Chloe is Head of Insurance at My Wealth Solutions with over 20 years experience in the Financial services industry.

Experience

Chloe is Head of Insurance at My Wealth Solutions with over 20 years experience in the Financial services industry.

Chloe brings a diverse background, with deep expertise in Superannuation and SMSFs, alongside experience working closely with advisers as the Head of Education for one of Australia’s largest licensees. She has developed strong specialist knowledge in life insurance through both her time as an adviser and her direct experience within the life insurance industry. This breadth of experience allows Chloe to deliver strategic life insurance advice that is seamlessly integrated into her clients’ broader financial plans.

Expertise

Insurance & Risk AdviceSelf-Managed Superannuation Funds

Get to know Chloe Foster

What do you wish people knew about financial advice?

It’s never too late to get advice! We have the ability to help everyone – from those that are young and just starting out to those nearing retirement and don’t quite know what’s next.

Get to know Chloe Foster

What is your favourite thing about being part of the My Wealth Solutions team?

The energy and enthusiasm the team has cultivated in providing great financial outcomes for clients makes being a part of the team exciting

Get to know Chloe Foster

If you could give one piece of advice to yourself from 10 years ago, what would it be?

Stay true to who you are and your values.

Get to know Chloe Foster

What’s your weirdest office habit?

Always needing a notebook with me to take notes – I’m a little bit old school!

Back to Our Team

Let’s have a chat, obligation free!

Experience

Joe is in his final year of studying a Bachelor of Commerce / Economics, majoring in finance, and has recently joined the MWS team to build practical experience in the financial services industry. With a strong academic foundation and a genuine interest in financial markets, Joe is passionate about helping people make informed financial decisions. His analytical mindset and curiosity drive him to continuously learn and grow within the field.

Get to know Joe Anning

What do you wish people knew about financial planning?

I wish people knew that financial planning isn’t just for people approaching retirement – it’s valuable at any stage of life. Having a clear plan early on can reduce stress, prevent mistakes, and open up opportunities you might not have realised were possible.

Get to know Joe Anning

What is your favourite thing about being part of the My Wealth Solutions team?

My favourite thing about being part of the MWS team is the culture and friendship that’s built into everything we do. Whether it’s collaborating on work, celebrating wins, or simply sharing a laugh in the office, the team creates an atmosphere where you feel supported, motivated, and genuinely excited to come to work each day.

Get to know Joe Anning

If you could give one piece of advice to yourself from 10 years ago, what would it be?

I’d tell my younger self to be patient and trust the process. Small, consistent steps – whether in study, investing, or personal habits – compound into big results over time.

Get to know Joe Anning

What’s your weirdest office habit?

My weirdest office habit is tab hoarding—I’m constantly juggling dozens of browser tabs, each one waiting for its moment to be useful.

Back to Our Team

Let’s have a chat, obligation free!

Book a free consultation

Lina Faavae

Client Services Manager | Borro ™

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Brisbane

Experience

With over 10 years of experience in the finance industry, Lina has developed strong expertise across all areas of lending – from small personal loans to home finance solutions.

She began her career in small loan lending before moving into a home loan assistant role, where she discovered her passion for helping
clients achieve their property goals.

Having also worked for brokers from the Lenders’ side, Lina brings a well-rounded perspective and a deep understanding of how lenders operate. She holds a Certificate III in Financial Services and is committed to providing a smooth, transparent, and stress-free experience for every client.

Outside of work, Lina loves spending time with her husband and four kids – and can often be found “dying” at CrossFit.

Let’s have a chat, obligation free!

Natalia Lory

Receptionist

Natalia recently transitioned into the financial planning industry after spending eight years working as a beauty therapist. Her interest in finance was sparked by a positive experience with a mortgage broker, inspiring her to help others reach their financial potential—one of the key reasons she chose to join MWS.

Experience

Originally from New Zealand, Natalia relocated to Brisbane in October 2025. In her spare time, she enjoys exploring Brisbane and its surrounding regions as she settles into her new home.

Get to know Natalia Lory

What do you wish people knew about financial planning?

I wish people knew that financial planning isn’t just for the wealthy—it’s for anyone who wants to feel more in control of their future. A good plan helps you make confident decisions, reduce stress, and turn long-term goals into achievable steps.

Get to know Natalia Lory

What is your favourite thing about being part of the My Wealth Solutions team?

My favourite thing about being part of the MWS team is how friendly and welcoming everyone is. The whole team gets along so well, and the office always has such a positive, upbeat vibe.

Get to know Natalia Lory

If you could give one piece of advice to yourself from 10 years ago, what would it be?

Stop worrying about what others think. Start investing in what you want.

Back to Our Team

Let’s have a chat, obligation free!

Book a free consultation

Annabel Roberts

Operations & Quality Manager

Annabel recently re-joined the My Wealth Solutions team after several years working as a Business Development Manager in platform and investment sales. Her career in financial services began over 10 years ago when she joined a financial services firm as a Receptionist, before moving into Client Services and Operations at My Wealth Solutions.

Over the years, Annabel has gained extensive knowledge of the broader industry and is now returning to financial advice in an Operations & Quality role. In this position, she will focus on enhancing processes and ensuring our team delivers outstanding service and the best possible outcomes for clients.

Experience

An avid traveller, Annabel recently returned from a three-month stint in Europe and plans to continue ticking countries off her bucket list. When she’s not travelling, she spends most of her time with friends and family, discovering new places to eat or on the netball court as both a player and coach.

Get to know Annabel Roberts

What do you wish people knew about financial planning?

It really is for everyone – no matter if you’re just starting out, building a family or ready to retire – good advice can provide meaningful value.

Get to know Annabel Roberts

What is your favourite thing about being part of the My Wealth Solutions team?

I think it speaks volumes that after a few years away, I’ve chosen to return to My Wealth Solutions in a new role. It’s a fantastic business with a great team who are always looking to learn, grow, and make a real difference for our clients.

Get to know Annabel Roberts

If you could give one piece of advice to yourself from 10 years ago, what would it be?

Time flies!! Be present and be kind to yourself (or invest in Tesla).

Get to know Annabel Roberts

What’s your weirdest office habit?

Desk karaoke!

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Book a free consultation

Experience

Olivia is in her final year of her Bachelor of Business, majoring in Financial Planning, and is excited to continue her journey toward becoming a financial adviser. With almost four years of hands-on experience in financial planning and experience across all areas of back-end financial planning, Olivia brings a broad skillset and a genuine passion for helping people navigate their financial world.

When she’s not working or studying, you’ll find her camping with her two dogs or doing crafts with friends.

Get to know Olivia Reinke

What do you wish people knew about financial planning?

That it’s not just about investments or money, it’s about clarity, confidence, and making decisions that support the life you want. Good financial planning gives people peace of mind, not pressure.

Get to know Olivia Reinke

What is your favourite thing about being part of the My Wealth Solutions team?

I love how collaborative and supportive the team is. Everyone genuinely wants to help each other succeed, and it creates an environment where you feel valued and motivated every day.

Get to know Olivia Reinke

If you could give one piece of advice to the Juliette from 10 years ago, what would it be?

I’d tell 16-year-old me to stop worrying about exams and just go buy a house, apparently that was my only real chance to buy an affordable house.

Get to know Olivia Reinke

What’s your weirdest office habit?

I can’t have more than a few tabs open at a time, if it’s not needed right now, it gets closed.

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Book a free consultation

Dr Mark Brimble

Investment Committee PhD

Dr Mark Brimble is Dean (Learning and Teaching) and a Professor (Finance) in the Department of Accounting, Finance and Economics in the Griffith Business School. He has a PhD on capital markets and has active research interests in financial markets, sustainable finance, personal finance and finance education, with publications in various national and international journals including Accounting and Finance, Corporate Governance: An International Perspective, Housing Theory and Society, Australian Tax Forum and Higher Education Research and Development.

CARE Investment Committee

Experience

Professor Brimble is a Commonwealth Office for Learning and Teaching National Fellow and is the recipient of numerous teaching and learning grants, citations and awards, including leading the team that won the 2010 Business and Higher Education Round Table award for the best higher education and training collaboration and achieved platinum in two categories in the 2017 Learn X Awards. Mark was awarded Australian Teaching and Learning Council Citations in 2011 and 2016, and an Australian Award for Teaching Excellence in 2016.

Dr Brimble is a Fellow CPA, a Fellow of the Finsia, a member of the Financial Planning Association of Australia and the Australian Institute of Company Directors. Mark was a foundation member of the Financial Planning Education Council and Chair from 2012-2017. He was also the Founding Co-Chair of the Financial Planning Academics Forum and is the Co-Founding Editor of the Financial Planning Research Journal. Mark is also a Director of the Financial Adviser, Standards and Ethics Authority.

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Book a free consultation

Rob McGregor

Investment Committee Founder of CARE Methodology

Rob McGregor is one of Australia’s leading financial planning practitioners, founders and thinkers. Founder of the CARE investment methodology, he is also founding partner of GPS Wealth Pty Ltd, a national financial advisory group with over 350 financial advisors. Rob also founded McGregor Wealth Management, his financial advisory practice.

CARE Investment Committee

Experience

Rob McGregor is one of Australia’s leading financial planning practitioners and thinkers, and has been recognised with numerous awards including Sunshine Coast Business of the Year (twice), BRW Top 100 Firms, Adviser of the Year, and more. Rob had more than 20 years’ experience in some of Australia’s leading financial institutions before launching his own successful practice in 2003, McGregor Wealth Management. Rob is also a founding partner of GPS Wealth, a national financial advisory group with over 350 financial advisors.

Rob has been using the CARE investment philosophy for over 15 years and had helped him in managing clients’ investments through the Global Financial Crisis. Through his own practice, Rob recognised a need to give clients aged 35 to 50, who are considered to be in an ‘accumulation’ phase of their financial life, a simple, structured and successful way of building wealth for retirement. From here he created Pathway to Wealth – the simple steps to financial success. The program achieved recognition as a 2009 Finalist of the Asset Innovation Awards hosted by the Australian Financial Review.

Rob’s achievements in the financial industry and also as a business strategist have been recognised through a number of awards, including most recently Financial Planner of the Year 2010 and National Top Producer in 2011 for his previous dealer group. In November 2011, he was runner up in the Money Management Financial Planner of the Year awards, announced at the FPA Annual Conference.

Let’s have a chat, obligation free!

Book a free consultation

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Peter Bond

Experience

Expertise

Get to know Peter Bond

What do you wish people knew about financial planning?

I wish people knew how important it is to take the initial leap forward to start the journey rather than hoping things work out without receiving financial advice.

Get to know Peter Bond

What is your favourite thing about being part of the My Wealth Solutions team?

I really enjoy being part of a dynamic team.

Get to know Peter Bond

If you could give one piece of advice to yourself from 10 years ago, what would it be?

I would tell myself to make more time for sleep.

Get to know Peter Bond

What’s your weirdest office habit

I prefer to use a pen and paper rather than computers.

Let’s have a chat, obligation free!

Get expert insights direct to your inbox, spam free.

Chris Runge

Experience

Expertise

Get to know Chris Runge

What do you wish people knew about financial planning?

That it is not just about investments. Good financial planning is about understanding your goals, creating structure, and making informed decisions that evolve as your life changes. When done well, it provides peace of mind and allows people to achieve things they never thought possible.

Get to know Chris Runge

What is your favourite thing about being part of the My Wealth Solutions team?

The culture and the people. There is a genuine focus on collaboration, doing what is right for clients, and delivering advice to a high standard. Being part of a team that values integrity and long-term thinking makes a real difference.

Get to know Chris Runge

If you could give one piece of advice to yourself from 10 years ago, what would it be?

Stay patient and stay consistent. The biggest results come from making sensible decisions over time rather than trying to rush outcomes.

Let’s have a chat, obligation free!

Get expert insights direct to your inbox, spam free.

Chloe Foster

Experience

Expertise

Get to know Chloe Foster

What do you wish people knew about financial advice?

It’s never too late to get advice! We have the ability to help everyone – from those that are young and just starting out to those nearing retirement and don’t quite know what’s next.

Get to know Chloe Foster

What is your favourite thing about being part of the My Wealth Solutions team?

The energy and enthusiasm the team has cultivated in providing great financial outcomes for clients makes being a part of the team exciting

Get to know Chloe Foster

If you could give one piece of advice to yourself from 10 years ago, what would it be?

Stay true to who you are and your values.

Get to know Chloe Foster

What’s your weirdest office habit?

Always needing a notebook with me to take notes – I’m a little bit old school!

Let’s have a chat, obligation free!

Get expert insights direct to your inbox, spam free.

Joe Anning

Experience

Get to know Joe Anning

What do you wish people knew about financial planning?

I wish people knew that financial planning isn’t just for people approaching retirement – it’s valuable at any stage of life. Having a clear plan early on can reduce stress, prevent mistakes, and open up opportunities you might not have realised were possible.

Get to know Joe Anning

What is your favourite thing about being part of the My Wealth Solutions team?

Get to know Joe Anning

If you could give one piece of advice to yourself from 10 years ago, what would it be?

I’d tell my younger self to be patient and trust the process. Small, consistent steps – whether in study, investing, or personal habits – compound into big results over time.

Get to know Joe Anning

What’s your weirdest office habit?

My weirdest office habit is tab hoarding—I’m constantly juggling dozens of browser tabs, each one waiting for its moment to be useful.

Let’s have a chat, obligation free!

Get expert insights direct to your inbox, spam free.

Lina Faavae

Experience

Let’s have a chat, obligation free!

Get expert insights direct to your inbox, spam free.

Natalia Lory

Experience

Get to know Natalia Lory

What do you wish people knew about financial planning?

I wish people knew that financial planning isn’t just for the wealthy—it’s for anyone who wants to feel more in control of their future. A good plan helps you make confident decisions, reduce stress, and turn long-term goals into achievable steps.

Get to know Natalia Lory

What is your favourite thing about being part of the My Wealth Solutions team?

My favourite thing about being part of the MWS team is how friendly and welcoming everyone is. The whole team gets along so well, and the office always has such a positive, upbeat vibe.

Get to know Natalia Lory

If you could give one piece of advice to yourself from 10 years ago, what would it be?

Stop worrying about what others think. Start investing in what you want.

Let’s have a chat, obligation free!