Our Team

Co-founder and Director of My Wealth Solutions, Guy has around 20 years of experience in holistic financial planning and wealth management.

B. Biomedical Science, Dip. FP, Adv. Dip. FP, SMSF

Ben is a founding partner of My Wealth Solutions and is passionate about helping his clients achieve their financial goals.

Grad. Dip. FP, SMSF

Nikki specialises in providing comprehensive financial advice to help clients achieve their financial dreams, with particular skill in providing advice over time, as needs, goals and objectives change.

B.Bus (Finance), Dip. FP, Cert IV (Finance & Mortgage Broking), M. Financial Planning (prog)

Damien provides strategic advice and support to Australian businesses and families as an experienced and reliable confidante.

B.Comm (Accounting & Finance), CPA, B. Laws, Certified Financial Planner (CFP®) 

Cara is the Founder and Senior Mortgage Broker at Borro™, a Queensland-based finance brokerage that has grown rapidly under her leadership, now helping clients all over Australia.

Dip. Finance & Mortgage Broking

A personable and authentic Financial Advisor who loves helping people, Matt heads up the My Wealth Solutions Sydney office.  Matt has over 20 years of experience as an advisor and business owner.

FChFP, Dip. FP, Adv. Dip. FP, QIPA, Mortgage Broking, SMSF

Colby has worked with clients from many cultural backgrounds, occupations, and socio-demographics, in particular medical professionals, giving him thorough experience.

B. Comm (Financial Planning, Accounting), Cert IV (Finance & Mortgage Broking)

Andrew holds a Bachelor of Commerce (Accounting & Finance) from Bond University and is a Chartered Accountant with an Advanced Diploma of Financial Planning.

Cory has been an adviser since 2016. He specialises in providing goals-based advice with a holistic approach, and enjoys seeing his clients achieve their financial goals and feels privileged to be part of their success.

Dip. FP, Grad. Dip. FP

Josh has worked in the financial planning industry for almost ten years, with a history of specialised advice for medical professionals.

B. Comm (Financial Planning & Accounting)

Chris has been working in financial advice for five years, developing a practical, client-focused approach to advice.

MFinPlan, BPropEc 

Hayden has worked in both corporate and self-employed roles including running a successful business. He joined the Financial Services industry in 2021, and became a Financial Adviser in 2023.

B. Business, Grad. Dip. Financial Planning

BBus, AdvDipFP, SMSF Accredited

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

Dip FP, Grad Dip FP, SSA – SMSF Specialist

Addison started in the Financial Planning industry in 2022 as a CSO for a boutique local firm before stepping into an Associate Adviser role at My Wealth Solutions in 2025.

BBM, Dip.FP

Annabel has gained extensive knowledge of the finance industry and is the Operations & Quality manager at My Wealth Solutions.

Ben joined the Borro team in February 2025 as a Client Service Manager, bringing with him a strong background in customer service.

Cert IV Business, Cert IV Finance & Mortgage Broking, Diploma Finance & Mortgage Broking (prog)

Campbell is thrilled to be your mortgage broker here at Borro, with over 8 years of experience in the industry.

B. Comm/B. Finance, Grad. Cert. (Financial Technology), Cert IV Financial Services

Chris is currently studying a Post Graduate Diploma in Financial Planning through Kaplan Professional and has spent 10 years in client relations and business development.

Grad. Dip. FP (prog)

Cristina started her career in Financial Planning with My Wealth Solutions after graduating with a Bachelor’s degree in Commerce, majoring in Financial Planning.

B. Comm (Financial Planning)

Damien is our Group Finance Officer, bringing more than 13 years of finance experience to the team. He joins My Wealth Solutions from a career in financial services, including senior finance roles at Nimble Australia, where he progressed from accounts payable through to treasury and securitisation before stepping into a senior finance position.

With 2 years of financial planning experience and extensive client service experience, Dat supports our review team as a Client Service Officer.

Dr Brimble is Dean (Learning & Teaching) and a Professor (Finance) with Griffith Business School. He has a PhD on capital markets.

PhD

Elaine is a strategic People, Culture, Safety and Workforce leader with more than 15 years of experience across healthcare, professional services, education, insurance, retail and technology sectors in Australia, New Zealand and South Africa.

BCom, BCom (Hons) Industrial & Organisational Psychology, Cert IV WHS (BSB41419)

Ella-Blue is currently studying at QUT. This is her first role in financial services, as she embarks on her dream to become a financial planner.

B.Bus (Fin Planning) (prog)

Emily has been working in the financial planning industry since 2022. In 2023, she graduated from the University of Wollongong with a Bachelor of Business (Financial Planning), with distinction.

B. Bus (Financial Planning)

Emily has just graduated from a Bachelor of Commerce (Accounting & Taxation) and is about begin her Graduate Diploma in Financial Planning.

B. Comm (Accounting & Taxation), GradDipFP (prog)

Mr Calligeris has over 30 years in investment and financial markets experience primarily in funds management and investment research.

Chairman, Investment Committee

Fynn is a Client Services Officer who enjoys supporting clients through every stage of their financial journey.

B. Bus (Financial Planning)

Mr Evans brings over 45 years of financial service industry experience.

Investment Committee – Risk & Compliance

Harry is an Associate working from our Brisbane and Gold Coast offices, and is currently undertaking the necessary study requirements to become a Financial Adviser.

B. Property & Real Estate, Grad. Dip. FP (prog)

Studying a Bachelor of Business (Financial Planning) at QUT, Ikesha started with My Wealth Solutions in Client Support. She quickly progressed and is now an Associate Adviser.

B.Bus (Financial Planning)

With over a decade of experience, Irvin is a highly respected Chartered Accountant known for delivering exceptional professional advice.

B.Comm (Accounting & Finance), CA

Isabella is passionate about creating meaningful connections with clients and making sure everyone feels genuinely supported throughout their financial journey.

As an Associate Adviser, James supports clients across superannuation, insurance, investments, and debt management while continuing to grow his professional expertise. He is passionate about guiding clients through complex financial decisions with clarity and confidence.

Grad.Dip. FP

Jefrey is a Client Service Officer in the MWS Review Team, bringing nearly a decade of experience in financial planning.

BSc

Jessica leads the Marketing team at My Wealth Solutions.

B. Creative Industries, M.Bus (Marketing & PR)

Joe is in his final year of studying and joined the MWS team to build practical experience in the financial services industry.

B. Comm/Economics (Finance) (prog)

Josh is a valued member of our Associate team, working closely with Financial Advisers to develop advice documents, communicate with clients, and develop his skills as an adviser.

B.Bus (Financial Planning & Management)

Kane works across a broad range of financial planning areas, including investment, superannuation, insurance, retirement and estate planning strategies.

Grad. Dip. FP, Master of Financial Planning (in progress)

As a dedicated mortgage broker, Karlee is a professional who excels in navigating the complexities of home financing.

Cert IV Mortgage Broking

Keira is an experienced accountant with My Wealth Private.

B. Bus & Com (Acctg)

With over 20 years of experience, Kelly is passionate about helping clients achieve their financial dreams and building lasting, trusted relationships.

Dip. Mortgage Broking

Kiran joined the financial planning industry in 2024, and works as a Client Services Officer in our Sydney team with has aspirations of becoming a financial adviser.

B. Comm (Finance & Accounting), Grad Dip FP (prog)

Kyle is currently completing his final year of a Bachelor of Business (Financial Planning) at Griffith University. He is an Associate Adviser.

B.Bus (Financial Planning)

Latika works in our Gold Coast office, assisting clients with gathering documentation and putting clients’ financial plans into action.

B. Comm (Financial Planning, Human Resource Management and Taxation)

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.

Matthew is currently studying a Bachelor of Business.  He is part of the Review Team at My Wealth Solutions, where he helps ensure our clients’ strategies remain aligned with their financial goals.

B. Bus (Financial Planning)(prog)

Montana works as a Client Services Officer in the Implementation team.

B.Comm (Financial Planning & Accounting)

Natalia recently transitioned into the financial planning industry after spending eight years working as a beauty therapist.

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.

B. Bus (Financial Planning) – prog

Before joining My Wealth Solutions, Prashanth previously worked in Commonwealth Financial Planning & AIA as an advice associate.

Grad. Dip. FP (prog)

Mr McGregor is one of Australia’s leading financial planning practitioners, founders and thinkers.

Investment Committee Member

Shrushti has over 4 years of experience in providing technical assistance to the clients and advisors regarding financial planning.

M. Bus (Applied Finance), Grad. Dip. FP (in progress)

Tim is in his 2nd year of a Bachelor of Advanced Finance and Economics (Honours) at The University of Queensland. Tim is working as a Client Service Officer prioritising insurance implementation.

B. Adv Finance and Economics (Hons) (prog)

Will works in our Gold Coast office, assisting clients with preparing their regular Wealth Reviews.

B. Psych, Grad. Dip. FP(prog)

Xatiese is the Client Service Manager at Borro; she ensures that all clients receive excellent communication throughout every stage of the borrowing process.

Cert III Business, Cert IV Finance & Mortgage Broking