Frontier Financial Group is a Victorian based financial planning practice providing financial advice to people in the field of education throughout the state since 1994
The staff at Frontier enjoy understanding clients' goals and the values that drive them. Our role is to make absolutely sure that clients are confident in their financial future, to do all the things that they want to do.
This helps create the highest quality of life for our clients and the ones they love.
Our highly qualified team of professional advisers have all acquired university degrees in their specific areas of financial expertise. They undertake regular training programs to ensure they are consistently providing up to date information and comprehensive financial advice in a vast range of services
Richard McLean - Adviser CFP®
Richard commenced working in the Financial Services sector in 1988. He is the founder of Frontier Financial Group, and the driving force behind the firm’s growth into a professional practice.
Richard’s passion is to assist clients to achieve order in their “financial houses”, and keep them that way for life.
Richard is married to Janelle and they have five children. He is an avid follower of rugby, and enjoys running in his leisure time.
David McLean - Adviser
David joined Frontier Financial Group in 2007 while he was still completing his Bachelor of Commerce. He majored in Financial Planning and Finance at Deakin University. David graduated in 2010 and became an authorised Financial Planner for Frontier Financial Group.
When asked "So why financial planning?"
My response comes from a point of view that we all can live amazing and fulfilling lives, whatever our circumstances are and whatever that means to us individually. I have consciously chosen to coach people with their finances to help them live thier ideal lives. So, my answer is I’m passionate in helping people imagine, create, and then actually live the life they’ve envisioned. This gives me tremendous satisfaction.
When I’m not coaching people to achieve their goals I love spending time with my beautiful wife, family and friends, running, cycling and following Collingwood FC.
Steven Woodford - Adviser
Steven joined Frontier Financial Group in 1996 after completing a double degree in Engineering and Business Management. He has since completed a Masters of Financial Planning.
A technically minded individual, Steven delivers first class financial strategies to our client base. He has also designed industry related financial products that are utilised by advisers nationwide.
Steven and his wife Sonia also have five children, all of whom enjoy spending time together in the great outdoors.
Daniel Weeks - Adviser CFP®
Daniel is a Certified Financial Planner™ and joined Frontier Financial Group in 2016. Daniel has a passion for education which stems from his belief that clients deserve to have the most educated and up-to-date professional advising them through their financial life journey.
Daniel started his career in 2004 and his passion for education has seen him complete a Masters in Applied Finance (Investment Management), Graduate Diploma of Financial Planning, Graduate Certificate of Applied Finance and Advanced Diploma of Financial Services, to now finally completing the Certified Financial Planner™ program, the highest financial planning designation worldwide.
Daniel is passionate about helping his clients gain more clarity and certainty in their lives, and helping them achieve their financial and lifestyle goals. When not studying Daniel loves spending time with his wife Jenna and, after moving to Melbourne from Tasmania in 2014, exploring all that Melbourne has to offer.
Clare Shewan - Adviser
Clare is currently studying her Masters in Financial Planning. She has a long career in the finance industry, starting in Trading and Stockbroking, with a progression to wholistic financial advice.
She enjoys working on strategic advice with clients and providing a unique experience for each client.
Out of work, Clare enjoys being outdoors, design, sport and music.
Mark Jeffery - Paraplanner
Mark completed Bachelor Degrees in Commerce and Economics at Monash University in 2014. He joined the Frontier Financial Group team in August 2015 and is passionate about enhancing the client experience for all who are commencing the Principal Class Advantage.
In the long term, Mark's ambition is to become a financial adviser with the company after consolidating his technical knowledge through paraplanning.
In his spare time he follows the Richmond Tigers through thick and thin.
Melina Pisani - Paraplanner
Melina joined Frontier Financial Group in 2016 and is working towards completing her Bachelor of Business at Latrobe University. Melina started her career in financial planning in 2015 as a paraplanner while completing her diploma of financial planning.
Melina enjoys working alongside the advisers as a paraplanner to ensure that clients can achieve their financial goals and see them come to life.
In her spare time, she loves watching the soccer, spending time with her family, travelling and walking her two Labradors Miloh and Maple.
Michael Garnaut - Paraplanner
Michael completed a Bachelor’s Degree in Finance and Statistics through Macquarie University in 2016 and shortly thereafter moved to Melbourne to pursue a career in finance.
Michael is passionate about the service he provides and working in collaboration with your trusted adviser to give you the best advice possible. Michael’s goal is to eventually become a financial adviser and is currently working on his Diploma of Financial Planning in order to achieve this.
Martial arts, weightlifting, reading, cooking and film are all activities Michael enjoys in his spare time.
Rachel Jones - Practice Manager
Rachel joined Frontier Financial Group in 2008. She has had extensive experience working in the not-for-profit sector prior to joining Frontier.
As Practice Manager, Rachel is responsible for ensuring our clients receive excellent client service and assist clients with day to day queries.
Prachi Marfatia - Migration Manager & Mortgage Consultant
Prachi has recently joined Frontier Financial Group as part of the sale of Carrington Financial Services. Prachi brings with her an extensive experience around mortgages and practice management. She has completed a Bachelor of Commerce and a Diploma in Finance (Mortgage Broking). She has over 11 years of experience in the finance industry.
In her free time, she loves spending time with her family, watching cartoon movies with her daughter.
Tino Mac - Fund Administrator
Tino joined Frontier Financial Group in 2006. Tino’s previous experience is largely in IT programming.
He provides administrative support to our clients and advisers and is our expert in establishing and maintaining Self Managed Super Funds.
Tino is married to Yvette and they have three young children. He enjoys spending time with his family, watching soccer and documentaries.
Maithi Kokilan - Client Services
Maithi has recently joined Frontier Financial Group as part of the sale of Carrington Financial Services. She has completed a Diploma in Business Administration and Accounting.
Maithi undertakes a broad range of financial planning administration tasks.
Outside of work, she enjoys shopping, music and cooking.
Melanie Veuve - Client Services
Melanie joined the Frontier team in September 2017. She has worked in the financial planning arena for the past 20 years. Roles have included reception, admin support, PA to Advisers, Office Manager and Practice Manager within different firms. Her varied roles and time in the industry have provided Melanie with a wealth of knowledge. All roles have included working closely with clients to achieve their ultimate financial dreams.
In her spare time Melanie enjoys her beloved dog, nurturing her veggie garden and roses, the mighty Navy Blues and of course spending quality time with family and friends.
Cathy Affleck - Client Services
Cathy joined the Frontier team in May 2017. She has worked in the financial planning industry for approximately ten years in both part-time and fulltime roles. Most of the companies Cathy has worked in have been smaller Financial Planning business where she has been involved in high volume of client contact which she enjoys. Over these 10 years, Cathy has gained in-depth knowledge of the financial planning industry.
When Cathy is not at work, she enjoys spending time with her family, friends and pet dog, Bella, also being in her garden and during winter enjoys watching the mighty Swans.
Tahlia Osborne - Client Services
Tahlia joined the team in October 2017 and is currently working towards completing her Diploma of Financial Planning.
Tahlia started her career in Financial Planning in 2015 in client services and looks forward to progressing within the industry. Tahlia enjoys supporting the team of Financial Advisers in helping clients reach their financial goals.
In her spare time Tahlia enjoys being spending time with friends and family, being outdoors, playing netball and relaxing with a book or two, she is also an avid supporter of the Melbourne Vixens.