Owner / Senior Financial Adviser
Owner / Senior Financial Adviser
Senior Financial Adviser
Financial Adviser
Paraplanning Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
VGB Wealth Pty Ltd ACN 126 014 499 ATF VGB Financial Principles Trust ABN trading as Acorn Wealth. Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 AFSL 230323. Offices at Level 6, 161 Collins Street, Melbourne VIC 3000.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Jon has been a Financial Planner since 2007 and holds Diploma, Advanced Diploma and Graduate Diploma qualifications in Financial Planning.
Jon has been in the finance industry since 1989 working for the NAB Group, initially in Queensland before transferring to Victoria in 2001. He held various Management roles in retail and business banking as well as operations and National Sales roles. In 2004 he joined MLC where he worked as a Practice Development Manager providing business and practice management support to growing financial planning practices.
By 2006 Jon decided he had enough of corporate life and established his own financial planning practice and in 2007 he joined forces with Michelle and Acorn Wealth. Jon is a member of the Financial Planning Association of Australia (FPA), holds various specialist advice accreditations and is currently studying a Masters of Financial Planning.
Jon is married to Carmel and has two children, Bridie and Fergus. Apart from spending time with his family his hobbies include cycling, hiking / walking, gardening and spending time with friends.
Michelle has been a Financial Planner since 1992 and is a Certified Financial Planner with a Diploma and Graduate Diploma in Financial Planning.
Michelle first started her career in financial planning with one of Australia’s leading banks, where she achieved the recognition of being the Bank’s top Financial Planner nationally. Michelle then furthered her career in financial planning by moving to a new role with GIO Financial Services.
In 2000 she recognised the need to provide financial advice on a more strategic / holistic level and formed Vickery Galvin Financial Services now known as Acorn Wealth.
Michelle’s main focus is to provide high quality advice in all facets of financial planning, retirement, wealth creation and risk management.
Her interests include dining out, art appreciation, live theatre and spending time with her family.
Mark is a Certified Financial Planner (CFP), practitioner member of the Financial Planning Association, and holds a Bachelor of Arts from Latrobe University and Graduate Diploma in Financial Planning. Outside of his local studies, Mark has also completed an Executive Education Strategic Leadership program at Stanford University Graduate School of Business.
Prior to joining Acorn Wealth in 2021, Mark was director and adviser within his own business Vertex Group, co-founded in 2002. Before this Mark ran his own financial planning practice established in 1996 which later operated as part of Vertex Group. Mark’s early experience in financial services started in 1987 with National Mutual in their Corporate Superannuation division, both in head office and their Victorian Branch, followed by 6 years at GIO Australia as a Financial Planner.
Mark is married with 3 children and enjoys a hit of golf when he gets the chance. Mark also enjoys basketball and he still plays, sharing his love of the game as a junior coach with the Malvern Tigers for over 10 years while his boys played through the ranks.
Suzanne has been in the Financial Planning industry since 1996 and transitioned to a Financial Adviser in 2015. She holds a Graduate Diploma of Financial Planning and an accreditation in Aged Care Financial Advice.
During her time in the industry, Suzanne has worked in various financial planning practices specialising in retirement planning, Centrelink and aged care.
Suzanne strives to build strong client relationships and obtain the best outcome for clients.
Suzanne’s hobbies are all crafts, cooking and catching up with family and friends over wine and a charcuterie board.
Nathalie has been in the financial planning industry for over 15 years. She joined Acorn Wealth in 2008 and has a strong background in client services and administration. Previously working as a Client Services Associate, Nathalie now coordinates advice document preparation for the business.
In her spare time Nathalie enjoys going to the movies, reading, listening to music, dinning out, cooking, and spending time with her family and friends.
Robin’s past experience includes roles at Ernst & Young, Advance Australia Foundation and Blockbuster Australia. Employed in various positions in Blockbuster head office, firstly in their Finance Department and later as Executive Assistant to both the CFO and Vice President of the company. Prior to Acorn Wealth Robin spent 10 years as a Client Services and Office Manager with Vertex Group Financial Planning.
She is married with 3 children and enjoys reading, cooking, shopping with her daughter and spending time with her groodle Doug – but mostly just enjoying time with her family and friends.
Leah is new to financial planning but has worked in a variety of other business roles whilst studying.
She holds a Bachelor Degree in Financial Management and joined our team in October 2022. Leah is excited by the challenges of her new role and is looking forward to gaining a deep understanding of financial planning. She has a high commitment to customer service and is looking forward to taking care of our Acorn Wealth clients.
Leah loves the Harry Potter movies, pop and RnB music and has a passion for travel.
Austin joined Acorn Wealth in October 2023 as a Client Services Associate providing client services and administration support to the team. Austin began studying a Bachelor of Business at Swinburne in 2018, Majoring in Finance and Accounting and will finalise his final units whilst working at Acorn. He is most likely to be the first person you speak to when you contact or visit the office.
In his spare time, Austin can be found supporting his beloved Melbourne Demons, hanging out with friends or heading down to the beach in summer.
Brayden commenced his role in Client Services at the end of 2021 and works part time around his studies. He is currently studying a Bachelor of Commerce at Deakin University, majoring in Economics and Finance.
In his spare time, Brayden enjoys playing/watching sport and spending time with friends and family.
Diane has been involved in financial planning for over 30 years. Most of these years have been spent as a financial planner specialising in retirement planning, Centrelink and aged care.
In 2021 Diane decided to take a step towards retirement and moved from planning to administration and customer support within the financial planning industry. Diane joined Acorn Wealth in September 2023 and is involved in implementation and client support.
Outside of work Diane enjoys horse riding, dog training, hiking and enjoying the outdoors, as well as spending time with family and friends.
