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.

Matt McMahon

Financial Advisor
Matt is the MPFS veteran with 10 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 Ledgar

Client Services
Erin is without doubt the energetic one in the team, however spending time at home with her daughter and husband is definitely a favourite past time. Beginning a career in administration, Erin started with MPFS in Jan 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). 

Rachael Lynch

Client Services
Rachael is a diehard CrossFit fanatic who loves spending her time with her husband and two little boys. Rachael has been in the Financial Planning industry for over 15 years and holds an Advanced Diploma in Financial Planning. She is also an SMSF Administration Specialist. Rachael looks forward to helping you with any queries. 

Samantha Keily

Client Services
As MPFS’s newest member and with a Diploma in Financial Services, Samantha loves working closely with the team in the office whilst also enjoying her many sporting and social pursuits in her downtime. With two school aged children and a Mornington local, you’ll be certain to see her down the Main St or at a local sporting/community event almost any day of the week.

Tamika Pacher

Business Development Manager
Tamika is the proud mum to 3 little girls and 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. If she hasn’t already Tamika looks forward to meeting you soon.