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About Us

MB+M - Making Your Life Easier
 

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

Accountability
Innovation
Honesty + Integrity
Trust + Teamwork

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.

  • DIRECTORS
  • BUSINESS + TAXATION
  • WEALTH CREATION
Vince Gagliardi Vince Gagliardi
Adrienne Gledhill Adrienne Gledhill
Greg Luscombe Greg Luscombe
Anna McIntosh Anna McIntosh
Natalie Parker Natalie Parker
Adrienne Gledhill Adrienne Gledhill
Lori Hall Lori Hall
Anna McIntosh Anna McIntosh
Natalie Parker Natalie Parker
Anthony Pearson Anthony Pearson
Kara Shields Kara Shields
Vince Gagliardi Vince Gagliardi
Bree Hanslow Bree Hanslow
Greg Luscombe Greg Luscombe
Myles Martin Myles Martin
Darcy Morris 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

OzPlan Logo
Our History

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.