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 or Contingency Planning; 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.

Matt McMahon

Financial Advisor
Matt is the MPFS veteran with over 10 dedicated years helping clients reach their financial goals.
Matt is a sport fanatic, who loves playing golf, supporting the mighty demons and spending time on the peninsula with his young family.
Matt’s qualifications include: Certified Financial Planner (CFP), Adv Diploma Financial Services (FP), Bachelor Commerce (Honours).

Lisa Werner

Financial Adviser
Lisa has worked in funds management for over 15 years and has a passion for Sustainable investments.
She was born in Sydney and has lived in Paris, London, Melbourne and the Gold Coast.
Lisa enjoys food and wine and whilst being a mum to her gorgeous kids she loves staying fit and dreams to one day run a marathon. 
Wifey to the captain!
 

Erin Ledgar

Client Services
Erin is without doubt the energetic one in the team, however spending time at home with her daughter, baby boy and husband is definitely a favourite past time.
Beginning a career in administration, Erin started with MPFS in 2015, she has a real passion for keeping our clients happy & ensuring they feel a part of the MPFS family.
Erin has completed her Diploma of Financial Planning.

 

Finn McLaughlin

Client Services
Finn is an avid movie & music buff and loves following the success of his favourite Premier League team – Manchester United.
He started with the MPFS team in early 2018. Shortly after he completed his Bachelor of Business (Financial Planning) and is on the path to becoming a very successful Financial Planner.
Finn can assist you with any Insurance & administration needs.

Doug Gilbert

Paraplanner
Doug is MPFS’ international man of mystery. A Paraplanner, with over 12 years of experience, 5 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). 

Tamika Pacher

Business Development Manager
Tamika is the proud mum to 3 young girls and when she’s not renovating, she loves spending her downtime with her girls and her husband.
With a background in Financial Planning, Finance & Business Coaching, Tamika will be a friendly point of contact for all of our clients. You’ll be hearing from her from time to time to keep you updated on all things MPFS.

 

Matthew Tarrant

Client Services
Matt is an aspiring Financial Planner who spends most of his free time with his young family amongst the great outdoors.
He is also passionate in supporting his favourite NHL team, the Edmonton Oilers.
Matt is here to help with any of your financial planning matters and his qualifications include: Bachelor of Business (Finance & Economics) & Graduate Diploma in Financial Planning.

Jess Merlino

Client Services
Jess has been in the Financial Planning Industry for over 15 years. She is full of knowledge and has a passion for assisting clients and ensuring they are taken care of.
Jess has a positive energy about her which is super contagious.
She enjoys keeping fit, is a dedicated Mum of 2 beautiful children and loves spending time with her family any time she can.
Jess’s Qualifications Include: Degree in Bachelor of Business Accounting and Adv Diploma Financial Services (FP)

 

 

Jade Pepyat

Client Services
Jadie joined the MPFS team in 2020 and loves not only the challenging work but the team culture.
In her spare time she loves spending time with her nieces and nephews and her two cats Misty & Sammy. She has a hidden talent for golf & enjoys a hit when she gets the chance. 
Jadie looks forward to chatting with you soon and helping to answer any of your queries.