Find out more about our local Financial Planning team by clicking on our photos.
- Ben LancasterDirector, Certified Financial Planner and SMSF SpecialistSale VICBen LancasterDirector, Certified Financial Planner and SMSF Specialist
Hi, I'm Ben one of the Directors of DMG Financial. I have the pleasure of leading the Financial Planning team within our business, and I'm a voting member of the Clearwater Dynamic Portfolio. I have been working in the Financial Planning and Accounting industry since 1996 and have been with DMG Financial for over 20 years.
I love helping people work towards their aspirational goals whatever they might be. This is the most rewarding part of my job along with seeing my fantastic team develop.
I have a strong working knowledge of the Exxon Mobil Defined Benefit fund and the Oil Industry, and I have clients all over the world. I have a passion for cars and love driving around Sandown whenever I get the chance. I love sharing this passion with my wife and three fantastic kids. I also run Lanbrohini Skateboards with some mates from Primary School, a company we came up with when we were kids.
I have a Bachelor of Commerce Degree, Diploma of Financial Planning, Certified Financial Planner, Chartered Tax Advisor and a Fellow of the Institute of Public Accountants. (B.Comm, DFP, CFP, CTA, FIPA.)
Along with all my responsibilities in life, I also like to get involved in our local community organisations: Treasurer of Gippsland Skateboarding Club and Gippsland Grammar Old Scholars.
- Charles BagguleyDirector, Certified Financial PlannerSale VICCharles BagguleyDirector, Certified Financial Planner
Hi! I’m Charles Bagguley, and when I’m not getting wrestled by my kids on the trampoline, or getting chased by my bees, I love helping my clients identify, plan and achieve their aspirations and financial goals.
The most rewarding aspect of my role is helping my clients through the significant challenges of life, especially the problems that keep them up at night. This could be anything from planning a comfortable retirement, modifying spending habits, working through complex estate/farm succession issues or financially adapting to a change in health, relationship or the loss of a loved one.
I enjoy helping out as the Treasurer of the Five Star Project and planning and speaking at community information days run by the Aged Care Network.
Qualifications
- RMIT Bachelor of Business (Financial Planning) – With Distinction
- Certified Financial Planner
- Accredited Aged Care Specialist Adviser (AACP™)
- Julie IrvingCertified Financial Planner, Aged Care SpecialistSale VICJulie IrvingCertified Financial Planner, Aged Care Specialist
I have been with DMG Financial Planning for 17 years and completed my Accounting Degree in the year I turned 40. I feel like I’ve been studying forever but now have a couple of diplomas under my belt and am a Certified Financial Planner.
I have my own client base which is mainly retirees and being the wrong side of 50 means I feel most at home with this age group. I love it when my clients return from holidays they’ve been dreaming of for years or finally buy the new car that they’ve been talking about. My clients rely on me to help them make important decisions and I take this responsibility very seriously.
In 2007 I was voted by the staff as the ‘person most likely to get a job at Centrelink’ because I was the ‘Centrelink Guru’. In 2013 I was asked in a Performance Review where I would be working if I wasn’t at DMG and I replied, ‘In Aged Care’. That discussion was a bit of a revelation for me because it set me on the path to specialising in Aged Care advice and services for DMG Financial Planning. Skip ahead 6 years and Aged Care Advice is now a major part of our financial planning business and I head up this team. We help families by removing the administration burden of assessments and Centrelink reporting and manage the whole process so families are free to focus on what’s really important, which is supporting their loved one make the transition into care.
In 2019 DMG Financial Planning expanded their aged care services to the Geelong region where I work one week of every month out of my family’s holiday home in Grovedale. I love this part of Victoria and spend lots of my free time there exploring all the wineries, coastal towns and ice cream shops. Sale is home though and I’m not planning on making a permanent move anytime soon.
When I’m not commuting between Sale and Geelong, my husband Colin and I love spending time in our garden with our two dogs and visiting our three children and 4 grandchildren.
- Jayne DibbleSenior Compliance Manager and Financial PlannerRemoteJayne DibbleSenior Compliance Manager and Financial Planner
Hi, my name is Jayne. I joined DMG back in 2005, and my role has mostly involved working hard behind the scenes to ensure that we’re delivering the best possible advice to our clients. I’m a bit of a geek really and enjoy tinkering with Excel spreadsheets, coding templates and continually looking for better, smarter ways to do things.
A typical Virgo, I am obsessed with details and getting things right the first time! This makes me well suited to my role as Senior Compliance Manager. It’s my job to ensure that we’re on top of regulatory requirements and that we’re maintaining the high standards we’ve always set for ourselves. I started in the financial services industry back in 1995 (now I’m definitely showing my age!) and have a Bachelor of Commerce Degree from the University of Melbourne and a Foundation Diploma in Financial Planning.
I was born and raised in Sale and love working with the people in this great community
- Sally ReevesFinancial Planning SupportSale & Melbourne VICSally ReevesFinancial Planning Support
My name is Sally Reeves. I have worked in the Financial Planning industry since 2000, and have gained experience at a high level with two major accounting firms in Melbourne as well as graduating from RMIT University in 2001 with a Bachelor of Business Degree in Financial Planning.
I enjoy good food and wine with friends and family, theatre and live music. I love to travel, and would one day like to experience a white Christmas with my husband Michael in either New York or Europe. I'm also very happy at home, snuggling with my two cats and playing Frisbee with my dog.
- Geoffrey IrvingSenior ParaplannerSale VICGeoffrey IrvingSenior Paraplanner
I was lucky enough to have been offered a position within the firm in 2004, whilst still at secondary school and I took it with both hands as I have always been fascinated and passionate about the finance industry. I started in the administration team and a few years later I worked my way into the advice team. My main role now in the advice team is to research and analyse a client's position, develop appropriate strategies and bring it together into a document called a Statement of Advice (SOA).
I mainly work in the background; however, you may see me in some joint meetings with other planners to enable me to get to know you personally, which helps me to better tailor advice for you.In my spare time, I love spending time with my children, Thomas and Audrey and playing cricket and badminton. I'm also a huge fan of the AFL and I like playing poker at the local RSL.
I have a Diploma in Financial Planning, which I completed in May 2016 through Kaplan Professional
- Manon RungeFinancial PlannerSaleManon RungeFinancial Planner
Manon became part of the DMG Financial team in 2013 after working as a travel consultant. Manon is now a Financial Planner and Representative of DMG Partners.
Having completed a Bachelor of Business at La Trobe University, Manon was the perfect addition to our Financial Planning team. Manon has completed various financial planning diplomas through Kaplan including a Graduate Diploma of Financial Planning.
Skills and responsibilities of Manon’s include researching and modelling strategies, preparing financial projections, liaising with fund managers and meeting with clients.
Manon enjoys exercising, paddle boarding, travelling, and catching up with friends in her spare time away from the office
- Amy HuttyFinancial PlannerSale VICAmy HuttyFinancial Planner
Hello, my name is Amy and I am Financial Planner and Representative of DMG Financial Planning. I have been with DMG since 2015 and hold a Graduate Diploma in Financial Planning.
I have a young family and am the acting president of the Sale Wellington Toy Library.
My love with finances started with cash flow and budgeting and has developed into a desire to empower others through financial literacy. I am passionate about achieving a balance between enjoying your present life and investing for the future.
A financial planner can assist you with superannuation, investment, and insurance advice however through my experience, I’ve learnt that being a financial planner is more than just talking money. I help my clients navigate life, including the good and bad. Whether it’s a major life change or a tough decision, I can help make sure you are well-informed.
At DMG Financial, we ensure you are on the best financial path, review your current financial position and help pave the way towards your aspirations, while promoting a healthy relationship with money.
In my free time I enjoy experiencing things like visiting new places, bush walks and eating out.
- Jessica FoatFinancial PlannerSale VICJessica FoatFinancial Planner
Hi! I’m Jessica and have been part of the DMG Financial team since October 2015. Whilst my role began in administration, I took the opportunity to further develop my skills and knowledge and am proud to be a Financial Planner and Representative of DMG Partners.
I’m dedicated to delivering exceptional quality services to our clients and achieve this through my work with the ongoing advice team. I am able to provide financial advice on retirement planning, superannuation and investments. Helping clients plan for their future and achieve their financial goals is very rewarding.
My qualifications include a Bachelor of Business and Commerce, majoring in Marketing and Human Resource Management and a Diploma of Financial Planning. My marketing training has allowed me to be part of our Marketing Committee which includes sharing what we are up to via our social media platforms and giving back to the community through sponsorships and donations.
Outside of work, I enjoy keeping active, spending time with friends and family, holidaying and watching live music.
- Michael RobertsFinancial PlannerSale, VICMichael RobertsFinancial Planner
Hi, I'm Michael Roberts one of the advisers at DMG Partners. I joined DMG in 2018, bringing with me over 10 years experience from previous roles in Melbourne. I have a keen interest in retirement planning.
I love finding opportunities to improve financial outcomes through strategic advice and building tailored investment portfolios.
The most rewarding part of my role is giving people confidence that they are making the right decisions, and peace of mind in how they choose to live their life.
I have a Bachelor of Commerce Degree and Diploma of Financial Planning (BCom, DFP).
In my personal time I enjoy bowls, golf and taking my kids on adventures.
- Simone BelcherAdministration ManagerSimone BelcherAdministration Manager
My name is Simone Belcher. I have worked in the Financial Planning industry since 2012. I am the overall firms Administration Manager along with being an Advice Services Manager in Financial Planning. This includes being the first point of contact for clients and supporting our Financial Planners.
I work closely with Self-Managed Superannuation Fund clients, and I assist all clients with implementation of advice and queries. My qualifications include a Certificate III and IV in Business Administration and Diploma of Business.
I grew up on a large cattle property, outside of work I enjoy working on the farm, keeping active in outdoor activities, travelling, and seeing friends and family.
- Katie ArmisteadHuman Resource Manager & Client Relationship ManagerSale, VICKatie ArmisteadHuman Resource Manager & Client Relationship Manager
My name is Katie and I have been a part of the DMG Financial Planning team since July 2018. I currently work a hybrid role as Human Resource Manager & Culture Manager for the firm and Client Relationship Manager for the Financial Planning Team. My role as Client Relationship Manager involves providing support to the planners, interacting with clients in and out of meetings and preparing advisers for their meetings whilst also delivering quality service at all times. I work closely with all members of our team. My role as Human Resource and Culture Manager includes but is not limited to employee relations, recruitment and staffing, performance management, employee engagement and playing a pivotal role in contributing to DMG's success by attracting, developing and retaining a skilled and motivated workforce.
My qualifications include a Bachelor of Arts in Professional Communications, majoring in communications and minoring in journalism and public relations graduating from Federation University in 2016. I also graduated from RMIT with a Graduate Certificate in Human Resource Management in 2023. Outside of work
I enjoy keeping active, playing netball for Sale City FNC and seeing family and friends on the regular. I am a member of the Sale City FNC committee and have been for 10+ years.
- Deeahn CostinParaplannerSale VICDeeahn CostinParaplanner
Hi, my name is Deeahn and I have been part of the DMG Financial Planning team since June 2019. In my role as Client Services Manager, I am the first point of contact for our clients and provide excellent service on a daily basis. My role involves providing support to both our planners and valued clients by implementing the advice and making changes to our clients’ financial structures in an efficient manner.
In my day to day routine, I enjoy building relationships with our clients and being able to assist with their queries. I also appreciate the interactions I have with both our clients and my colleagues as I am continually learning from them the various aspects of the Financial Planning industry.
Prior to joining the team at DMG, I completed a Bachelor of Communications, majoring in Public Relations. In the future, I hope to further develop my skills and knowledge within the realm of Financial Planning.
Outside work I enjoy playing netball for the Sale City Football Netball Club and spending time with my young family. I enjoy keeping active and socializing with friends and family and I am lucky enough to work with some of my closest friends here at DMG.
- Jake RietschelClient Services ManagerSaleJake RietschelClient Services Manager
Hi, I’m Jake Rietschel. I have been with DMG since 2021, my current role is in Financial Planning Client Services where I assist with any enquiries and assist the financial planning team in implementing recommendations for our clients. I am currently studying to become a qualified Financial Adviser and I also work in the paraplanning team as part of my on the job training.
You may come across me as one of the first points of contact or I may join you in your meeting with your financial adviser. Originally from Sale, I moved to Melbourne at 16 to finish my education and later university, I then spent a year living in the UK in 2016 before returning to Sale to settle with my family.
Outside of work, I love spending time with my family, I am a member of the Stratford Cricket Club and I’m a big sports fan. Qualifications: Bachelor of Business Management – Victoria University
- Nadine LancasterClient Services OfficerNadine LancasterClient Services Officer
Nadine is a dedicated Gippsland local who has been working in the financial planning industry for two decades. Previously working in administrative and para-planning roles, Nadine is the Client Services Officer who specialises in Centrelink. Focused on assisting financial advisers with Centrelink issues and advocating on behalf of clients, Nadine is a great support for those clients navigating through the complex maze of the overwhelming Centrelink system.
Using her knowledge and understanding to offer guidance, Nadine can help alleviate the burdens of clients when tackling matters with Centrelink. Prior to joining DMG, Nadine studied and completed the Advanced Certificate in Office Administration and Certificate in Vocational Studies (Office/Clerical).
- Christian MahonParaplannerGeelongChristian MahonParaplanner
Hey, I’m Christian, and I will be one of the first faces you will see in the Geelong Office. I am a paraplanner who is studying a Bachelor of Commerce, Majoring in Financial Planning to one day be your adviser.
Currently my role is to work in the background supporting the advisers in generating your advice and will hopefully be assisting you in any processes you undertake with us at DMG, so feel free to pop in or call me anytime.
Outside of work I am a very sporty and active person who loves to explore and go on adventures, I have a miniature dachshund puppy whose name is Apollo and I look forward to getting to know you and hearing about your wildest adventure.
- Flare ManzanoClient Services OfficerFlare ManzanoClient Services Officer
Hi! I’m Flare, one of the Admin in DMG Financial Planning team. I love helping my colleagues and clients with their goals and the things that are needed to be worked with. I am very easy to approach, and everyone can just always see me smile.
The most rewarding thing of my job is to see that I made a difference in our team and in the lives of our clients while growing my knowledge and my proficiency at the same time. I have worked in eCommerce and a fraud protection platform as a support specialist. With the skills that I gained in customer service industry, I was able to become part of DMG Financial Planning Team.
Outside work, I enjoy being productive, I just could not stand doing nothing. I love playing games such as online games, boardgames and reading manga or webtoon. I also enjoy outdoor activities such as trekking, table tennis, badminton, and basketball. I also have a passion with business and currently doing it as a side job. I go to Church every Sunday and Wednesday to replenish my wellbeing.
- Manley ManagayClient Services OfficerManley ManagayClient Services Officer
Manley is a new addition to the firm and most of the time he is working in the background as a Client Services Officer, making sure that he can help the client with utmost of his abilities. He is very keen on details, and loves to understand how cash flow and finances work.
Manley is very passionate in helping clients to achieve their current goals and future goals. He finds joy in seeing satisfied clients with services offered by DMG.
Outside of work Manley enjoys, sitting on a park bench and meditating. He usually allocates ten minutes of his time per day to meditate and just get lost in the zone. Manley also enjoys running, walking, and playing volleyball. He is also passionate about photography and loves to visit new places with long standing history or just aesthetic café.