ABOUT US

Frontier Financial Group is a Victorian based financial planning practice providing financial advice to people in the field of education throughout the state since 1994.

The staff at Frontier enjoy understanding clients' goals and the values that drive them. Our role is to make absolutely sure that clients are confident in their financial future, so that they can do all the things that they want to do.

This helps create the highest quality of life for our clients and the ones they love. 

Richard McLean - Adviser BBus CFP®

Richard commenced working in the Financial Services sector in 1988. He is the founder of Frontier Financial Group, and the driving force behind the firm’s growth into a professional practice.

Richard’s passion is to assist clients to achieve order in their “financial houses”, and keep them that way for life.

Richard is married to Janelle and they have five children. He is an avid follower of rugby, and enjoys running in his leisure time.

Steven Woodford - Adviser BCom MFinPlan

A technically minded individual, Steven delivers first class financial strategies to our client base. He has also designed industry related financial products that are utilised by advisers nationwide.Steven joined Frontier Financial Group in 1996 after completing a double degree in Engineering and Business Management. He has since completed a Masters of Financial Planning.

Steven and his wife Sonia also have five children, all of whom enjoy spending time together in the great outdoors.

David McLean - Adviser BCom

David joined Frontier Financial Group in 2007 while he was still completing his Bachelor of Commerce. He majored in Financial Planning and Finance at Deakin University. David graduated in 2010 and became an authorised Financial Planner for Frontier Financial Group.

When asked "So why financial planning?"

My response comes from a point of view that we all can live amazing and fulfilling lives, whatever our circumstances are and whatever that means to us individually. I have consciously chosen to coach people with their finances to help them live their ideal lives. So, my answer is I’m passionate in helping people imagine, create, and then actually live the life they’ve envisioned. This gives me tremendous satisfaction.

                                                When I’m not coaching people to achieve their goals I love spending time with my beautiful wife, family and friends, running, cycling and                                                              Following Collingwood FC.

Daniel Weeks - Adviser MFinPlan CFP®

Daniel is a Certified Financial Planner™ and joined Frontier Financial Group in 2016. Daniel has a passion for education which stems from his belief that clients deserve to have the most educated and up-to-date professional advising them through their financial life journey.

Daniel started his career in 2004 and his passion for education has seen him complete a Masters in Applied Finance (Investment Management), Graduate Diploma of Financial Planning, Graduate Certificate of Applied Finance and Advanced Diploma of Financial Services, to now finally completing the Certified Financial Planner™ program, the highest financial planning designation worldwide.

Daniel is passionate about helping his clients gain more clarity and certainty in their lives, and helping them achieve their financial and                                                                 lifestyle goals. When not studying Daniel loves spending time with his wife Jenna and, after moving to Melbourne from Tasmania in 2014,                                                             exploring all that Melbourne has to offer.   

Mark Jeffery - Adviser BCom, BEc

Mark completed Bachelor Degrees in Commerce and Economics at Monash University in 2014. He joined the Frontier Financial Group team in August 2015 in the client services team. Since then, Mark has spent three years as a paraplanner, preparing complex financial strategies in a way clients can understand and is now a financial adviser.

In his spare time he follows the Richmond Tigers through thick and thin.

Rachel Jones - Practice Manager

Rachel joined Frontier Financial Group in 2008. She has had extensive experience working in the not-for-profit sector prior to joining Frontier.

As Practice Manager, Rachel is responsible for ensuring our clients receive excellent client service and assist clients with day to day queries.

Melina Pisani - Paraplanner

Melina joined Frontier Financial Group in 2016 and is working towards completing her Bachelor of Commerce at Deakin University. Melina started her career in financial planning in 2015 as a paraplanner while completing her diploma of financial planning.

Melina enjoys working alongside the advisers as a paraplanner to ensure that clients can achieve their financial goals and see them come to life.

In her spare time, she loves watching the soccer, spending time with her family, travelling overseas and walking her two Labradors Miloh and Maple. 

Daniel McLean - Paraplanner

Daniel first joined Frontier in 2013 working as a Client Services Officer. He then moved to London where he worked for Octopus Investments, an investment manager for retail and institutional clients. Soon after returning from London, Daniel has again joined Frontier in 2019. He helps prepare advice documents alongside the adviser.s

Daniel has a degree, majoring in Financial Planning at La Trobe University, has completed the Investment Management Certificate (IMC) and brings valuable international experience with him. Daniel enjoys spending time with his wife and their young puppy Winston, travelling and wakeboarding.

Shashitha Senthuran - Client Services

Shashi joined Frontier Financial Group in 2016. She brings over seven years of experience working in client services.

In her spare time she enjoys watching movies and spending time with family.

Maithi Kokilan - Client Services

Maithi joined Frontier Financial Group in 2016. She has completed a Diploma in Business Administration and Accounting.

Maithi undertakes a broad range of financial planning administration tasks.

Outside of work, she enjoys shopping, music and cooking.

Cathy Affleck - Client Services

Cathy joined the Frontier team in May 2017.  She has worked in the financial planning industry for approximately ten years in both part-time and fulltime roles.  Most of the companies Cathy has worked in have been smaller Financial Planning business where she has been involved in high volume of client contact which she enjoys.  Over these 10 years, Cathy has gained in-depth knowledge of the financial planning industry.

When Cathy is not at work, she enjoys spending time with her family, friends and pet dog, Bella, also being in her garden and during winter enjoys watching the mighty Swans.