Matthew McIntosh

Managing Director, Principal Adviser

Matt has had a successful career in banking and finance for over 12 years. Beginning his career at Commonwealth Bank as a personal insurance specialist, he later moved into a financial adviser role with a local AMP firm.

Matt spent a period overseas in 2011/12 working for CMC markets as a Sales Executive on their CFD trading platform, before returning to Australia to have a family. His return saw him spend over 5 years with ANZ as a Commercial Financial Planner, providing wealth advice to small/medium businesses around succession planning, key person risk, SMSFs and retirement planning.

His success in the role was recognised by being awarded ANZ’s National Commercial Adviser of the Year in 2016.

Outside of family, finance is Matt’s passion. He loves the challenge the industry brings every day, while maintaining focus on achieving his clients’ goals.

Gregg Winder

Managing Director, Principal Adviser

Gregg has over 14 years of expertise in the banking and finance sector. Starting his career at the Commonwealth Bank of Australia, securing a prestigious graduate role as a junior financial planner, Gregg has enjoyed success at other major Australian banks, including senior advisory positions at Westpac and ANZ. In these roles he was involved in top level advising for insurance, superannuation and retirement planning.

Gregg thrives on client interaction. He enjoys empowering people with solid advice, knowledge and tools to build financial independence.

Sheridan Campbell

Practice Manager

Having worked in the financial services sector for the past 10 years, Sheridan brings with her a vast range of valuable skills after working in the Self-Managed Superannuation team for 3 years and, more recently, almost 4 years in the financial planning team at Crowe Horwath Australia.

Sheridan enjoys being involved with the local community and is passionate about client service.

Trevor Thompson

Senior Financial Adviser

Trevor began his advisory career in 1994, working in various large and medium-sized institutions before establishing his own financial planning business in 2012. With extensive experience in all aspects of financial planning, he specialises in retirement advice, including superannuation, income streams and portfolio construction & management to generate retirement income. He believes the first step in setting up your retirement income is to assess eligibility for Centrelink benefits and develop strategies to maximise these benefits.

Raelene Ball

Associate

Raelene joined the team in 2020 as a senior paraplanner. She comes to VWM with 12 years’ experience with local financial planning businesses.

Raelene is passionate about ensuring that clients achieve the best possible outcomes by supporting the financial planners in their work.

Cassie Gilbert

Associate

Shayna Denholm

Client Services Officer

Shayna comes to us with a strong background in client service. Although quite new to the financial services industry, she is a master of all things admin with a remarkable attention to detail. Shayna strives to make the client experience both positive and seamless.