Who We Are

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 advisors

Grant Lewis

Financial Advisor, Director

Grant is a Senior Advisor, Director, 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 Planning Association of Australia, an accredited Self-Managed Superannuation Fund Specialist with The SMSF Association and is a registered tax (financial) agent with the Tax Practitioners Board. 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 (SMSFs), estate planning, personal and business insurances and Centrelink.

Grant specialises in providing advice on all aspects of Self-Managed Superannuation Funds (SMSF).

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
  • Personal Insurance
  • Margin Lending

Daniel Salmon

Financial Advisor

Danny is an Advisor 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 the Institute of Chartered Accountants in Australia (ICAA), a CA SMSF Specialist with the ICAA, and is an accredited Self-Managed Superannuation Specialist with the SMSF Association. He has completed a Bachelor of Business (Accountancy) and superannuation advisory studies with Kaplan Professional Education. Danny 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), SMSF 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 an
  • Structure of an SMSF and SMSF
  • Personal advice in relation to superannuation strategies relevant for achieving a client’s goals and objectives.
  • Financial products at a “class of products” level

Michelle Penn

Financial Advisor, Associate

Michelle is an Associate Advisor 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.

Michelle is an associate advisor and has completed a Bachelor of Commerce (Financial Planning/Accounting) with Deakin University and further advisory studies with Kaplan Professional Education. Michelle is a member of the Financial Planning Association of Australia and is a registered tax (financial) agent with the Tax Practitioners Board. Michelle has been working in the financial planning industry since 2012.

Michelle specialises in personal insurances and aged care as well as having experience in providing personalised advice in relation to superannuation, investments and strategy, retirement planning and Centrelink.

Michelle is able to provide advice to retail 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
  • Personal Insurance
  • Margin Lending
Brenden Maclean

Brenden Maclean

Financial Advisor

Brenden is an Advisor 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.

Brenden is a Fellow Chartered Financial Practitioner (FChFP) with the Association of Financial Advisers (AFA) and Associate Financial Planning (AFP) member of the Financial Planning Association (FPA). Brenden has been working in the financial planning industry since 2000 and as a financial adviser since 2001.

Brenden provides personalised advice in relation to investments and strategy, retirement planning, direct shares, superannuation, personal insurances and Centrelink.

Brenden is able to provide advice to retail 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
  • Personal Insurance
  • Margin Lending
John Byatt

John Byatt

Financial Advisor

John is an Advisor 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 our provisional advisor and has completed a Bachelor of Business Marketing/Finance) in 2016 and a Post Graduate Diploma in Financial Planning in 2020 through Charles Sturt University.

John has been working in the financial planning industry since 2010 and began his career at Johnsons MME Financial Advisory in 2018.

John has completed his professional year under the new Financial Adviser Standards and Ethics Authority (FASEA) and is now a registered Financial Advisor for Johnsons MME Financial Advisory.

Grant Lewis, Daniel Salmon, Michelle Penn, Brenden Maclean, and John Byatt are representatives of Johnsons MME Financial Advisory Pty Ltd ABN 30 141 828 033.