03 5821 9177
MB+M PORTAL CLASS SUPER LOGIN MOBILE APP

We’re not a typical accountancy firm. Our dedicated team of 40 experts
use knowledge, passion and experience to help grow your wealth and
improve your lifestyle.

CALL US TODAY FOR A FREE CONSULTATION
(03) 5821 9177

MB+M: A Unique Experience

MB+M was founded in 1946 by Maxwell Brown, initially as an accountancy and taxation firm. Peter Mountjoy joined the company in 1957, giving rise to the name of MB+M.

From small beginnings, we’ve come a long way in 70 years, and now have over 40 team members with expertise across the field of finance. We cover all aspects of accountancy and business development to give our clients financial freedom, a secure future and peace of mind.

MB+M exists to make your life easier and to help your business and wealth thrive.

As a company, we have four core values in our work:

1

ACCOUNTABILITY: WE HOLD OURSELVES TO OUR COMMITMENTS, EVERY TIME

2

INNOVATION: WE’RE ALWAYS LOOKING FOR NEW AND BETTER WAYS OF WORKING

3

HONESTY & INTEGRITY: OUR CLIENT RELATIONSHIPS ARE BUILT ON TRUST

4

TRUST AND TEAMWORK: YOU GET THE BENEFIT OF OUR ENTIRE TEAM’S EXPERTISE

LEARN MORE ABOUT OUR TEAM OF DEDICATED EXPERTS

With us playing on your side, you’ll have complete peace of mind. Our clear and transparent service means you’re always in safe hands. Our team of expert advisors, consultants and financial specialists are working on your behalf to achieve your goals.

  • Greg

    Greg Luscombe

    Tax Specialist &
    Wealth Creation Director

    Authorised Representative No: 268360. Greg is a tax specialist who loves finding answers to complex problems that give great tax outcomes for our clients. He is also a qualified financial planner who is driven to find the best financial pathways to achieving our clients goals.

  • Anna

    Anna McIntosh

    SMSF Director

    Anna is a SMSF specialist who is passionate about helping MB+M clients grow their Super and other assets to meet their retirement goals. Anna also loves providing taxation and business advice to help business owners succeed and enjoy a satisfying work/life balance.

  • Natalie

    Natalie Parker

    Business Services
    Director

    Natalie is the systematic and strategic force behind our Business Services Division. She delivers business consulting services to her own portfolio of clients as well as guiding and mentoring her team to build great relationships and boost clients’ success.

  • Rebecca

    Rebecca Woolstencroft

    CEO

    Rebecca is the lead strategist behind MB+M and her focus is to help staff and clients develop and follow a strategic plan for success. She is passionate about motivating people to work to their strengths while focusing on key activities that drive business results

OUR TRIBE

with over 40 team members we make up one of
the largest specialist financial services businesses
in the Goulburn and Murray Valleys.

  • Oliver

    Oliver McAuliffe

    Accountant Adviser

  • Matthew

    Matthew McDowall

    Accountant Adviser

  • Luke

    Luke Nolan

    Accountant Adviser

    Sports and fitness enthusiast and Katandra's Cricket Club A grade captain. One of the best things about working at MB+M is the continual training and personal development opportunities provided.

  • Corinne

    Corinne Palmer

    Accountant Adviser

    I really like the people I get to work with and the opportunities I'm given to learn and grow through the work I do.   I also play netball for Strathmerton and have two fur babies.

  • Anthony

    Anthony Pearson

    Accountant Adviser

    Appreciating silliness. Passionate about music and the Bombers, and rocking out with my local band "No Expectations". I love developing great relationships with my clients, and help them focus on what really matters.

  • Kara

    Kara Shields

    Accountant Adviser

    Dedicated to finding the best outcomes for my clients. Have a passion for dealing with people. Love a good laugh, all things sport and a glass of red. Not a wordsmith, but pretty good with numbers.

  • Shelli

    Shelli Sinclair

    Accountant Adviser

    I love spending time with my three gorgeous kids, supporting the bombers and great Thai food. I enjoy being able to constantly learn new things, especially since no client is ever the same.

  • Jessica

    Jessica Steele

    Accountant Adviser

1 2 3 4 … 6

READY TO WORK WITH A TEAM WHO CAN TRANSFORM YOUR FINANCIAL FUTURE?

Take control today, and rest assured that
your SMSF is in safe hands with MB+M.
Your money, your investment, your decision.

We are located at

23 Nixon Street, Shepparton, Victoria 3630

03 5821 9177

RESOURCES
WEBSITE
ABOUT

© 2017 MB+M. All Rights Reserved.

23 Nixon Street, Shepparton, Victoria 3630
(03) 5821 9177

OzPlan Financial Services Pty Ltd
Australian Financial Services Licence No. 221235

Your Financial Adviser may offer you services through OzPlan Financial Services Pty Ltd and MB+M Pty Ltd which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, OzPlan Financial Services Pty Ltd, Australian Financial Services Licence No. 221235, is only responsible for financial planning services.