Financial Advice
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:
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.
Jimmy Truong
Associate Adviser
Jimmy has been working in the financial services industry since 2014 and understands the value of providing a client-first approach. He completed his Bachelor of Commerce (Finance) and Bachelor of Science at Monash University and holds a Graduate Diploma of Financial Planning.
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.
Mitchell Calleja
CLIENT SERVICES MANAGER
Mitchell started working in the financial planning industry in 2019 and has since grown a strong belief in the importance of good quality financial advice. Mitchell completed his Bachelor of Business (Financial Planning) in 2020 at RMIT University and Certificate IV in Finance and Mortgage Broking in 2023.