At MB+M, we are passionate about helping make your life easier by growing your wealth and business
We use our teams’ knowledge, experience and passion to help you grow and sustain your business, your wealth and your lifestyle.
Our Values
Our Client Value Proposition unites us as a firm, drives our success + sets us apart.
Our Team
Our team of expert advisors, consultants and financial specialists are working on your behalf to achieve your goals. Learn more about our team of dedicated experts.
Vince Gagliardi
Adrienne Gledhill
Greg Luscombe
Anna McIntosh
Natalie Parker
Adrienne Gledhill
Lori Hall
Anna McIntosh
Natalie Parker
Anthony Pearson
Kara Shields
Vince Gagliardi
Bree Hanslow
Greg Luscombe
Myles Martin
Darcy Morris
over 40+ team members and growing
OzPlan
Our team of top specialist financial planners and investment experts operate under the banner of boutique financial advisory group, OzPlan Financial Services. From investment to SMSF, our team of experts are here to advise you on how to boost your savings, sustain your retirement funds and secure a comfortable future by finding the right strategic choices to help you meet your financial goals.
Our team of advisors are authorised representatives of OzPlan Financial Services Pty Ltd, Australian Financial Services Licence No. 221235
Our History
MB+M began in 1946 with a staff of one. Today, with over 40 team members we make up one of the largest specialist financial services businesses in the Goulburn and Murray Valleys. We have 2 offices located in Shepparton and Numurkah to service more people in the Goulburn Valley.
Our History