About Us - Meet the Team


Stephen Gray

 

Stephen Gray is a qualified financial planner who entered the financial services industry in 1985.  Having run his own practice for the last 20 years, Stephen has vast experience in all facets of financial planning.

 

Providing clients with a full range of wealth creation and retirement planning advice, Stephen’s technical knowledge ensures clients always have the latest information when implementing important financial decisions.

 

Stephen has been a shareholder of TFSA since 2003 and is the current National Advisory Council delegate for Victoria.

Authorised Representative of TFSA.

 

Part 2 should be read in conjunction with FSG Part One available on this website.

 

Click here for the FSG Part 2 of Stephen Gray

Shane Matthews

 

Shane Matthews began his career in financial services in 1996 commencing in the area of finance and mortgages.  After more than 10 years of focusing on finance, Shane’s career led into financial planning when he became a financial planner in 2006.


Shane is a qualified adviser who provides advice to clients covering all stages of life, financial needs and objectives.

 

Authorised Representative of TFSA.

 

Click here for the FSG Part 2 of Shane Matthews

  

 

David Maddock

david

David Maddock joined the Financial Solutions team as a Practice Manager in September 2008. David has 6 years experience in the financial planning industry. He has a Bachelor of Commence from Deakin University with majors in Financial Planning and Management.

Janette Matthews

 

Janette Matthews joined the Financial Solutions team as a client services officer in April 2007.  Janette is responsible for all client communication and ensures the smooth running of the administration requirements of the business.


Total Financial Solutions Australia

 

Total Financial Solutions Australia (TFSA) is a privately owned company belonging to our adviser and management shareholders. TFSA is one of the largest non institutionally owned distribution groups of financial services in Australia, with representation in NSW, QLD, VIC, WA and SA.

 

For further information on TFSA click here.

 

 

Copyright 2008. All rights reserved.  Financial Solutions On Yarra Pty Ltd ABN 35 118 938 346.  Authorised Representative of Total Financial Solutions Australia Pty Ltd ABN 58 003 636 968.  Australian Financial Services Licence Number: 246545

 

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