Meet our advisers

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 Financial Planning

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).

Want to know more about advice?

For more important information about the services we are authorised to provide you and how we remunerate advisers, please download our Financial Services Guide.

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