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Financial Advice

What kind of financial services is Mentor Group Wealth Management authorised to provide me and what kinds of products of those services relate to?

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Performance

We help you track your investment performance

Mentor Group Wealth Management can deal or advise on the following products and services to wholesale and retail clients: ​

Deposit and payment products

Government debentures, stocks or bonds

Managed Investments

Securities

Financial Planning

Estate Planning

Portfolio advice & administration

Superannuation

Managed Discretionary Account services

Aged Care

Derivatives

Life Insurance and life risk products

Retirement income streams, including pension and annuities

Standard Margin Lending

Strategic asset allocation & investment

Personal & Business insurance needs

Structured Products

Self-Managed Super Funds (SMSF) & borrowing within your SMSF

Separatety Managed Account

Centrelink and other government benefits

YOUR DEDICATED TEAM

Luke Broxton

Private Wealth Manager

Luke has worked as a Financial Planner since 2006. His goal is to provide holistic advice to his clients ensuring that they receive the most appropriate strategies and solutions. 

Luke holds an Advanced Diploma of Financial Services (Financial Planning) along with the Graduate Diploma of Financial Planning. 

Jonathan Henderson

Private Wealth Manager

Jon is a dedicated Financial Adviser with a blend of analytical expertise and a passion for building meaningful relationships. Jon completed a Graduate Diploma of Financial Planning, Accredited Derivates adviser Level 1 and Advanced Diploma of Financial planning.

Jonathan Colour
Lucy Lim

Lucy Lim

CLIENT SERVICES MANAGER

Lucy is an accomplished Client Service Manager with an extensive background in the financial services industry, bringing many years of professional expertise. Over the course of her career, she has developed a deep understanding of the intricacies of client relations and service delivery.

Talk to us

To arrange your free no obligation meeting to see how we can improve your finances & accounts call 03 9789 1888 or complete the form below.

Services

About

Contact Us

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MENTOR GROUP

3/10 Lakewood Boulevard,
Carrum Downs VIC

Information we are required to Disclose to You

As a Tax Agent our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:

  1. Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:
    • We close our offices over Christmas for a 2.5 to 3 week period and will not be in a position to process accounts during this time.
    • No other matters applicable to the best of our knowledge
  2. The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register
  3. If you have a complaint about our Tax Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact Meschel Cains – Director by email. Your complaint will be investigated by the Director / a staff member who is not involved in the subject matter of the dispute where possible. We will provide you with email acknowledgement of receipt of your  complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve yur complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.
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Disclaimer
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