Matthew Davey, Certified Financial Planner CFP®, Advanced Dip Financial Services
Matt Davey offers a wealth of financial planning expertise.
With over 11 years’ experience, Matt is a Certified Financial Planner (CFP®), member of the Financial Planning Association of Australia Limited and holds an Advanced Diploma of Financial Services.
Tracey McDonald – Head of Service and Advice, CFP® Dip FP
Tracey has over 23 years of experience in the financial services industry in Australia and New Zealand.
For 4 years Tracey was Club Plus Financial Planning's in-house financial adviser.
In her current role, Tracey heads up a Financial Planning team and a team of Member Service Managers and Officers whose main focus is to help members and employers with their superannuation, insurance and retirement needs.
She is a Certified Financial Planner and is a member of the Financial Planning Association of Australia (FPA).
Elvis Leahy – Advanced Dip Financial Planning
Elvis has recently joined the growing Club Plus Financial Planning group as a Financial Adviser. He has been in the Banking and Finance industry since 1984 with past experiences there including Branch Manager, Lending Specialist, and Financial Adviser since 1997.
Elvis holds the Advanced Diploma of Financial Planning and has been a Justice of the Peace since 2005.
For more important information about the services we are authorised to provide you and how we remunerate advisers, please download our Financial Services Guide.