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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.

  • Jolanda

    Jolanda Cook

    Support

    IT and Marketing are my thing. Great people and great coffee at MB+M and really interesting work! What more can you want?

  • Jasmine

    Jasmine Haddow

    Support

    With a strong background in customer service and administration, I provide support to the greater team to deliver high quality service, support and documents to our clients. Outside office hours I like to visit family, spend money and all things food.

  • Kerrie

    Kerrie Iaria

    Support

    I'm the Accounts Receivable Queen around here. I like shopping, hanging with friends and family and playing with my sassy dog who is like me, a wee bit naughty!

  • Tiffany

    Tiffany Lagudi

    Support

    Proactive Admin Assistant, dedicated to making the directors & managers lives easier. I have a passion for HR and recruitment. I enjoy a freshly picked piece of fruit off the family owned orchard tree, love hanging out with my family and appreciate a good Bombers game at the G!

  • Kate

    Kate Londrigan

    Support

    Pop culture quiz buff, avid genealogists, up for an adventure, dog lover, dependable and honest.

  • Michelle

    Michelle Madgwick

    Support

    Administration all-round Team Player. Most valued person at MB+M because I process the pays! Spend my spare time involved with the Mooroopna Football Netball Club.

  • Amy

    Amy Marshall

    Support

    The person behind the people - managing the day to day operational stuff. Self-professed sports & fitness junkie. Far too competitive - attributed to being the youngest of 10 children!

  • Trish

    Trish Mathisen

    Support

    There's plenty to enjoy about working at MB+M. I love their commitment to keeping up with technology and the variety of work I'm challenged with. When I'm not IT-ing my spare time is spent attempting to play golf!

1 2 3 4 5

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.

03 5821 9177

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© 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.