A Strategy for the future that starts Now

To help you achieve the future you want, we need to understand the life you’ve already built. We’ll get to know what’s important to you and create a financial strategy based on that. Since this looks different for everyone, your financial plan will look different too. During our time together we’ll work closely with you to create a plan that suits your situation and built to evolve with you as life changes.

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Meet The Team

Whitsunday Wealth - Financial Adviser/owner/director Matthew Neill

Matthew Neill
CFP® B.Bus C.Dec

Owner/Financial Adviser

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Whitsunday Wealth - Financial Adviser Judi

Judi Casanovas
CFP® Dip FP C.Dec

Financial Adviser

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Whitsunday Wealth - Financial Adviser Alister

Alister Paskins
MFinPlan CFP® C.Dec

Financial Adviser

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Whitsunday Wealth - Financial Adviser Kate

Kate Schembri
Dip.Acc. M.FP C.Dec

Financial Adviser

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Matthew Neill

Matt is the Owner and Principle Financial Adviser of Whitsunday Wealth, formerly known as MLC Advice Mackay.  Prior to starting the business Matt was employed as a senior Financial Adviser with ANZ Financial Planning between 2010 and 2014 and a graduate and servicing Financial Adviser with Commonwealth Bank from 2009-2010.

Matt is experienced in advising clients across many aspects of their financial affairs and has a high level of knowledge in retirement planning, investment, superannuation, debt management, personal insurance, cash flow, as well as succession planning.

Matt is a Certified Financial Planner completed via the Financial Planning Association of Australia.  He has previously completed a Bachelor of Business, majoring in Financial Management at La Trobe University.  In early 2018 Matt was fortunate enough to attend Stanford University in the USA, where he completed the MLC Strategic Leadership program at the Stanford Graduate School of Business. Matt is also the holder of industry specific qualifications such as Advanced Diploma of Financial Services (Financial Planning) as well as a Commissioner for Declarations.

Matt is married to Lauren, a local Physio in Mackay and they have one son, Harvey.  Outside of work Matt spends his time with family and friends, as well as keeping fit with regular exercise and gym work.  An ideal holiday for Matt would involve a bit of adventure, mixed with ample time for relaxation, favourite place to visit so far would be New York city.

Judi Casanovas

Judi held the role of Senior Financial Adviser at NAB Financial Planning for 21 years and has provided advice to a large client base over that time. Her Previous roles included Business and Agri Bank Management roles and Business Development.  She brings to the table over 27 years in industry-wide experience in financial services. Judi’s knowledge, experience, ethical behaviour and trustworthiness ensures that clients obtain the best outcome to achieve their financial security and wellbeing.  Clients receive customized advice and strategies to suit their individual circumstances.

Key areas of advice include:

 

Self managed Super Fund investment strategies
Succession Planning
Developing tax effective wealth accumulation strategies
Superannuation and Retirement strategies
Retirement Income Planning including rollover, annuities and pensions

Judi is a member of the Financial Planning Association and holds the following qualifications:

 

Diploma of Financial Planning (FPA);
Certified Financial Planner CFP (FPA);
Self Managed Super Fund Specialist (SSA);
Commissioner of Declarations.

Judi is a wife and mother which is the most important role in her life. In her spare time she jogs and swims to keep fit. Judi believes that everyone is unique and they deserve customized Financial Planning advice to achieve the desired Financial outcomes which are in the clients best interest.

Alister Paskins

Prior to joining Whitsunday Wealth, Alister was a senior financial planner with the National Australia Bank in Mackay, including a year as a banking adviser.  His previous roles included client adviser at Private Wealth firm Ord Minnett and adviser and para-planner with Infocus Securites. Alister has been assisting clients in the financial services for almost 20 years.  He has broad experience in advice and strategy development, direct equities, superannuation, debt management, personal insurance and lending structures.

Alister is looking to deepen his knowledge of the areas of advice that are important to families in today’s ever changing financial landscape. He is branching into Aged Care and Estate Planning advice areas over the coming years.

Alister has a Master of Financial Planning (Kaplan) and is a Certified Financial Planner with the Financial Planning Association of Australia. He also has a number of industry specific qualifications such as margin lending and derivative accreditations with the Australian Stock Exchange. Alister is a Commissioner of Declarations.

Outside of the industry, Alister is married to Claire and they have two boys.  Alister loves travel and is a keen martial artist with a local karate club.

Kate Schembri

Besides spending time with my family, nothing brings me more pleasure than helping clients identify and develop solutions to the many different financial situations that we encounter in life.

In 1998, I began my career in a Financial Planning firm as the Receptionist, after a few position changes, promotions and completion of my Diploma of Financial Planning I officially began advising in 2006.  In 2014, I completed a Diploma of Accounting then in 2017 completed my Masters in Financial Planning.  When I meet with clients my main objective is to ensure the true intentions of the client are sought from all areas of Financial Planning, this ensures the outcome for the client is exactly where the client wants to be.

I grew up in Mackay on the family cane farm at Farleigh, and am a partner to Chris. I have teenage children.  As a family we enjoy snow and waterskiing and being a member of the local Water Ski Club.  Chris and I spend time completing renovations to houses. I keep fit by running and attending the gym.

My goal is to give financial advice that benefits the only person that should matter - you.

About Whitsunday Wealth

At Whitsunday Wealth we aim to provide our clients with a clear sense of direction, making the complex seem simple and creating a new feeling of confidence about their financial situation.

Our principal adviser Matt Neill is a Certified Financial Planner®, completed in 2018, which is set at the highest level of qualification for financial advisers in Australia.  Matt has been involved in the financial services industry since 2005 and has been advising clients from all walks of life since 2009.

We are a locally owned, small business operating in the Mackay-Whitsunday region. Whitsunday Wealth is committed to supporting the local community through quality and affordable financial advice, as well as supporting many local community groups.