A little bit about Johnsons MME Financial Advisory
Johnsons MME offers specialist financial advisory services right here in Albury Wodonga.
Our advisory team is highly professional and experienced, keeping abreast of economic, legislative and market changes to ensure you are getting the best advice possible.
Johnsons MME has been in business in the Albury Wodonga region for over sixty years. Our reputation and longevity can be attributed to our strong focus on quality, the highest standards of ethics, objectivity and independence. These high standards are embedded into our corporate culture.
About Our Advisers
Grant Lewis
Senior Financial Adviser, Director
Grant is a Director, Senior Adviser, and Head of Technical Strategy and Investments for Johnsons MME Financial Advisory Pty Ltd ABN 30 141 828 033 and is authorised to provide advice on behalf of Johnsons MME Financial advisory.
Grant is a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA), an accredited Self-Managed Superannuation Fund Specialist with The Self-Managed Superannuation Fund Association (SMSFA) and is a registered with ASIC as a Qualified Tax Relevant Provider. He has completed a Bachelor of Business (Accounting) and Post Graduate Diploma in Finance (Financial Planning) with FINSIA.
Grant provides personalised advice in relation to investments and strategy, retirement planning, direct shares, superannuation including Self-Managed Superannuation Funds (SMSF’s), estate planning, personal and business insurances, and Centrelink.
Grant specialises in providing advice on all aspects of Self-Managed Superannuation Funds (SMSF’s) and portfolio construction for high net wealth clients.
Grant is able to provide advice to retail and wholesale investors on the following:
- Deposit and payment products
- Debentures Stocks or Bonds issued or proposed to be issued by a government
- Interests in Managed Investment Schemes including investor directed portfolio services
- Retirement Savings Accounts
- Securities
- Superannuation, including Self-Managed Superannuation Funds (SMSF’s)
- Personal Insurance
- Margin Lending
Daniel Salmon
Financial Adviser, SMSF Specialist
Danny is a Financial Adviser of Johnsons MME Financial Advisory Pty Ltd ABN 30 141 828 033 and is authorised to provide advice on behalf of Johnsons MME Financial Advisory.
Danny is a Chartered Accountant (CA) and a Fellow of Chartered Accountants Australia & New Zealand (CAANZ), a CA ANZ Self- Managed Superannuation Fund Specialist, and is an accredited Self-Managed Superannuation Specialist with the Self-Managed Superannuation Fund (SMSF) Association.
Danny has completed a Bachelor of Business (Accountancy) and superannuation advisory studies with Kaplan Professional Education and has been working in Financial and Business Services since 1990.
Danny has extensive experience in providing personalised advice in relation to small business advisory, taxation advice, business and succession planning, Self-Managed Superannuation Funds (SMSF’s), administration and compliance, retirement, and estate planning.
Danny is able to provide advice to retail and wholesale investors on the following:
- Appropriateness of and establishment a Self-Managed Superannuation Fund (SMSF)
- Structure of a Self-Managed Superannuation Fund SMSF and compliance
- Personal advice in relation to superannuation strategies relevant for achieving a client’s goals and objectives.
- Financial products at a “class of products” level
John Byatt
Senior Financial Adviser, SMSF Specialist, Manager
John is a Senior Adviser with Johnsons MME Financial Advisory Pty Ltd ABN 30 141 828 033 and is authorised to provide advice on behalf of Johnsons MME Financial Advisory.
John is a senior financial adviser and manager of Johnsons MME Financial Advisory and is Chief Investment Officer of our Investment Committee.
He has completed a Post Graduate Diploma in Financial Planning in 2020, a Bachelor of Business (Marketing/Finance) in 2016 through Charles Sturt University. He is an accredited Self-Managed Superannuation Fund Specialist with the Self-Managed Superannuation Fund Association (SMSFA) and is registered with ASIC as a Qualified Tax Relevant Provider.
John has been working in financial planning since 2010, began his career at Johnsons MME Financial Advisory in 2018 and completed his provisional financial adviser period 30 June 2021.
John provides personalised advice in relation to investments and strategy, wealth accumulation retirement planning, direct shares, superannuation, and Centrelink.
John is able to provide advice to retail and wholesale investors on the following:
- Deposit and Payment Products
- Debentures, Stocks or Bonds issued or proposed to be issued by a government
- Interests in Managed Investment Schemes including investor directed portfolio services
- Retirement Savings Accounts
- Securities
- Superannuation including Self-Managed Superannuation Funds (SMSF’s)
- Personal Insurance
- Margin Lending
Rebecca Cameron
Senior Financial Adviser, SMSF Specialist, Manager
Rebecca is a Senior Financial Adviser with Johnsons MME Financial Advisory Pty Ltd ABN 30 141 828 033 and is authorised to provide advice on behalf of Johnsons MME Financial Advisory.
Rebecca is a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA), an accredited Self-Managed Superannuation Fund Specialist with The Self-Managed Superannuation Fund Association (SMSFA) and is registered with ASIC as a Qualified Tax Relevant Provider.
Rebecca has completed a Bachelor of Business with Victoria University of Technology, an Advanced Diploma in Financial Planning, and is a graduate of the Australian Institute of Company Directors and has been working in the industry since 1999.
Rebecca provides personalised advice in relation to retirement planning, wealth accumulation, superannuation, estate planning, personal insurance, and Centrelink.
Rebecca is able to provide advice to retail and wholesale investors on the following:
- Deposit and Payment Products
- Debentures, Stocks or Bonds issued or proposed to be issued by a government
- Interests in Managed Investment Schemes including investor directed portfolio services
- Retirement Savings Accounts
- Securities
- Superannuation, including Self-Managed Superannuation Funds (SMSF’s)
- Personal Insurance
- Margin Lending
Zachary White
Provisional Financial Adviser
Zachary is a Provisional Adviser with Johnsons MME Financial Advisory Pty Ltd ABN 30 141 828 033.
Zac is a Provisional Financial Adviser completing his professional year and is registered with ASIC as a Qualified Tax Relevant Provider.
He has completed a Bachelor of Business (Finance/Financial Planning) in 2020 and is currently completing a Graduate Diploma in Financial Planning through Charles Sturt University.
Zac began his career at Johnsons MME Financial Advisory in 2020.
Zac is currently completing his professional year and works closely with our other advisers to meet the ongoing service needs of our clients.
Zac is able to provide advice to retail clients on the following:
- Deposit and Payment Products
- Debentures, Stocks or Bonds issued or proposed to be issued by a government
- Interests in Managed Investment Schemes including investor directed portfolio services
- Retirement Savings Accounts
- Securities
- Superannuation
- Personal Insurance
Grant Lewis, Daniel Salmon, John Byatt, and Rebecca Cameron are representatives of Johnsons MME Financial Advisory Pty Ltd ABN 30 141 828 033.