03 5821 9177
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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.

  • Adrienne

    Adrienne Gledhill

    Director

    Adrienne’s specialties are business tax and business growth. She is driven to assist her clients achieve their personal goals through growing their business or SMSF. She takes a holistic approach to helping her clients make the best decisions for their business’s needs.

  • Vince

    Vince Gagliardi

    Director

    Authorised Representative No: 226942. Vince is a Certified Financial Planner who specialises in the big picture and finding a path to achieve it. He is passionate about his client’s lives as a whole and is all about tailoring advice to their specific needs. Vince uses his experience to help clients achieve their goals in their most important stages of life.

OUR TRIBE

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

  • Cienna

    Cienna Halden

    Support

  • Kerrie

    Kerrie Iaria

    Support

  • Jessica

    Jessica Kendall

    Support

  • Tiffany

    Tiffany Lagudi

    Support

  • Michelle

    Michelle Madgwick

    Support

  • Amy

    Amy Marshall

    Support

  • Trish

    Trish Mathisen

    Support

  • Emily

    Emily Merrylees

    Support

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.

Shepparton

23 Nixon Street, Shepparton, Vic 3630

Numurkah

106-108 Melville Street, Numurkah, Vic 3636

03 5821 9177

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    © 2022 MB+M. All Rights Reserved.

    23 Nixon Street, Shepparton, Victoria 3630
    106-108 Melville Street, Numurkah, Vic 3636
    (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.