A little bit of background on us…

MPFS was established by Director & Senior Financial Advisor Dirk Werner. Prior to MPFS, Dirk invested nearly two decades growing his knowledge & expertise in financial markets, working his way around the globe, spending time in Frankfurt, London, Tokyo & Singapore. Finally, in 2003, Mornington Peninsula became the place he would call home & from here the journey of Mornington Peninsula Financial Solutions (MPFS) began.

 

MPFS was started with the vision to help others within the community achieve a better financial future. Whether this be through Strategic Planning, Superannuation & SMSF advice, Investment Portfolio Management, Contingency Planning, or Debt Management; we partner with clients wherever they are in their financial life stage working together to achieve the best possible outcome.

 

The Mornington Peninsula is a community built on trust, openness & relationships. At MPFS we continue to strive everyday to apply these same principles to our business & our way of working.

“We want to be trusted for our expertise, but known for our superior & innovative experience. We want to make financial planning accessible, but also an enjoyable part of life!”

 

At MPFS we believe there is no such thing as a one size fits all approach, which is why we have a strong team of individuals, with specialised experience, working together to achieve the best outcome for our clients. We make sure we assign the right planner to your individual needs, at each stage of your financial journey.

 

Whatever your financial goal may be, we are here to help you to continue living & enjoying the present, while planning & preparing for the future.

 

Meet the team.

Dirk Werner

Director & Senior Financial Advisor
Dirk, the captain & founder of MPFS, started his journey in financial services back in 1984! Impressive considering he swears he is only 38! Starting MPFS in July 2003, he has successfully grown the business to what it is today. Dirk’s qualifications include: Banking Degree, Diploma of Financial Planning, Masters in Financial Planning, SMSF Specialist Advisor.

Olivia Richards

Financial Advisor
Olivia has been in Financial Services for 15 years, with the last 2 & a half at MPFS. With a husband, two kids, regular boot camp & tennis sessions, Olivia is kept pretty busy! We heard Olivia’s secret to success is a good daily dose of Tim Tams! Olivia’s qualifications include: Bachelor of Business (FP) with honours. Diploma of Financial Services. Advanced Diploma in Financial Services.

 

Matt McMahon

Financial Advisor
Matt is the MPFS veteran with 8 dedicated years helping clients reach their financial goals. Surprisingly, Matt’s known for being the caffeine addict around the office, with a coffee consumed at 3pm on the dot everyday! Matt’s qualifications include: Certified Financial Planner (CFP), Adv Diploma Financial Services (FP), Bachelor Commerce (Honours).

 

Erin Shead

Client Services
Beginning a career in administration, Erin started with MPFS in Jan 2015, taking her passion for numbers & planning to the next level & kicking off her Diploma of Financial Planning. Erin is without doubt the energetic one in the team, waking up early 6 days to hit the gym! Erin’s qualifications include: Completing Diploma of Financial Planning.

Doug Gilbert

Paraplanner
Doug is MPFS’ international man of mystery. A Paraplanner, with over 10 years of experience, 3 of which have been with MPFS. Doug is not your average guy. Not only does he speak fluent Spanish, he has also climbed Mount Everest! Doug’s qualifications include: Diploma Financial Services (FP), Double Degree in Business & Commerce & Business Education (Econ & Mgmt). 

Bridget Gillies

Client Services
Bridget is MPFS’s newest member to the team & has been busy providing the highest level of administration & client services support, for the past 8 years. Bridget is MPFS’s nature junkie! Outside the office you can usually find her in the bush exploring, or under the water diving! Bridget’s qualifications include: Certificate in Business.