0429 446 229
I am the sole Director of MoneyRocket.
 
I don't have any staff as I prefer to provide personalised service - you will only be speaking with me. However, in time it may be necessary to take on a PA - I will update here if/when that happens (current as at September 2021).
 
I work from home in Ocean Grove, Victoria and travel regularly to Melbourne to meet clients there. I meet with clients around Australia via Zoom or Teams. Even for those clients who are close geographically, most of our interaction is online. 
 
Whatever you have going on, I will work with your accountant, mortgage broker, conveyancer, family lawyer etc. to make sure we are all on the same page.
 
My journey to financial planning is unusual - I don't come from inside the system...
A previous life...
I spent the first half of my life as a concert pianist playing anywhere from country towns to concert halls, from solo concerts to concertos with orchestra.
 
I lived in Moscow, London and Germany, won interntational prizes and had so many great experiences. Travelling the world performing was a dream and I loved every minute of it. 
 
Here in Australia, I taught at the University of Melbourne where I earned a Doctorate of Musical Arts degree. I still examine for the Australian Music Examinations Board and give a few concerts a year with my wife, opera singer Sally Wilson. 


A performance in Goondiwindi, Qld.
Corporate finance...
Eventually I needed a change from music and retrained from the ground up (I have done a lot of study...is there such a thing as too much study?) :-)
 
As a Manager of a Big 4 consultancy in Valuations and Business Modelling, I worked on valuations of anything from local car dealerships to major infrastructure and corporate valuations for top 50 listed companies.
 
The people I worked with were great - smart, high-achieving, well-adjusted professionals!
Financial planning...
Four years of commuting from Ocean Grove to Melbourne, long hours and studying for "the most brutal exam in finance" nearly killed me. A change was needed.
 
Now I can bring the qualities you want in a financial planner - great people skills with above-average financial credentials and experience. 
Australian Financial Review article, April 2018.
Wikipedia:
"The charter has highest level of global legal, regulatory, and academic recognition of finance-related qualifications".
Here is it for the record. Yep, I like to study!
Music qualifications
  • Bachelor of Music (Hons)
  • Masters of Music
  • Doctorate of Musical Arts (University of Melbourne)
  • Associate of Music, Australia
  • Licentiate of the Royal Acadmeny of Music, London
Financial qualifications
  • Bachelor of Science (Banking and Finance, University of London, London School of Economics)
  • Diploma of Financial Planning
  • Mark Kruger, Chartered Financial Analyst
  • Masters of Financial Planning (in progress)
Click below to be in touch....
MoneyRocket is a trademark of MoneyRocket Financial Services Pty Ltd (MRFS) (ABN 34 640 911 182) which is a Corporate Authorised Representative of miPlan Advisory Pty Ltd (Australian Financial Service License: 485 478). The Infinity Program and Cashflow PT do not offer personal financial advice. They provide content around managing day-to-day cash flow with the aim of generating surplus cash. The Infinity Program and Cashflow PT in no way provides specific personal advice on how any surplus cash realised should be used or into which products/structures it could/should be allocated to. MRFS accepts no responsibility for any person regarding the use of any surplus funds generated – personal advice should always be sought. SuperChamp! provides general advice only around key aspects of superannuation. It does not purport to address every aspect of superannuation. Personal, tax and credit advice should always be sought regarding your individual circumstances before making any financial decisions. Personal advice is available under miPlan Advisory’s AFSL.

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