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Club Money Management


Specialising in protecting people’s lifestyles

  

Here’s the reality:

  • People do become sick, are prone to injury & will die

Here’s a question:

  • Could this impact your lifestyle? It’s worth thinking about.
  

Here at Club Money Management our goal is to discuss insurance options with every one of our clients to ensure that they have the right insurance for their personal circumstances.  This service is obligation free and its importance cannot be emphasised strongly enough.

Allow us, here at Club Money Management, to provide a comprehensive yet affordable solution that provides total peace of mind.

We look forward to talking with you soon to firstly establish and then exceed your expectations.

Therefore please feel free to contact any of our team:

 

Meet Our Team

Jason Nili
General Manager 

jnili@clubmoneyman.com.au

With over 15 years in the global financial industry, Jason brings great experience to the role of General Manager. His ethical approach to the business fits the Company's culture, and his expertise and people skills bring real value to the business and individuals that work within Club.

Keren George
Financial Planner

kgeorge@clubmoneyman.com.au

Keren holds the Diploma of Financial Service and has gained valuable experience in the industry. Keren provides dedicated advice to her clients in relation to their financial needs and long term financial security. Keren's commitment is shown by her work-load being predominately derived from referrals alone. Advising on all aspects of financial planning, Keren's main area of advice is in wealth protection strategies.

Matthew Illana
Financial Planner

millana@clubmoneyman.com.au

Matthew's extensive experience within the financial services industry enables him to be a pivotal member of the Club Money Management team. His qualifications include a Bachelor of Banking & International Finance and post Graduate Diploma of Financial Planning. With an in depth knowledge of all aspects of financial planning, Matthew is highly dedicated to providing advice in superannuation & retirement planning.

Michael Geekie
Financial Planner

mgeekie@clubmoneyman.com.au

Michael has obtained a wealth of knowledge from his experience in the financial services industry and is a worthy member of the Club Money Management team. His qualifications include a Diploma of Financial Planning - which he completed through the Financial Planning Association. Michael prides himself on providing tailored planning services and strategy advice.

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This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek financial advice prior to acting on this.Club Money Management Pty Ltd ABN 80 104 229 272 is an authorised representative of Financial Wisdom Ltd ABN 70 006 646 108 AFSL 231138. The products and services offered by Club Financial Services (lending specialists) are not authorised by Financial Wisdom Ltd and therefore Financial Wisdom Ltd are not responsible for the advice and services provided by Club Financial Services.

CLUB NEWS

  • Club Academy

    Leading home loan and mortgage broking firm, Club Financial Services, is throwing open its doors to aspiring mortgage brokers with a new recruitment and training initiative, the Club Academy

  • 2010 AMA Award Finalists

    It would seem the Global Financial Crisis did nothing to quell the success of Club Financial Services during the past year, with the mortgage lending and loan broking firm being shortlisted for six awards at this year's Australian Mortgage Awards (AMAs).


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