Financial Advice


We help you track your investment performance

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


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

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


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.

Lucy Lim
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Mitchell Calleja


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.

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