Our team
Our team of wealth advisers has been servicing the local area since 1999. The diverse background of our team members provides a wealth of knowledge that complements our goals and objectives to provide efficient, appropriate and quality advice to our clients.
Brendan McKenzie
James Sherlock
Paige Gardiner
Kahli Scholtens
Natalie Whateley
Joe Cadzow
Brendan joined Murray Valley Financial Planning Pty Ltd in January 2002 after almost 10 years experience in the banking industry.
Brendan has completed the Advanced Diploma in Financial Services (Financial Planning) (DipFP) through Deakin University and followed on to achieve Certified Financial Planning (CFP) status through the Financial Planning Association of Australia (FPA). Brendan is a member of the FPA, his ASIC number is 243177.
Upon returning to the Swan Hill region, Brendan was awarded the Swan Hill Region – Business Excellence Awards – Employee of Year in 2003, balancing a successful transition to financial planning with study and raising a young family.
James joined the Murray Valley Financial Planning team in April 2010 as a Paraplanner and has since become an integral part of our team. In December 2011 James was promoted to a Financial Adviser after completing his Diploma of Financial Services. James is currently studying the Advanced Diploma in Financial Services (Financial Planning).
James is married to Jacinta, they have 3 young children who attend St Mary’s Primary School, their youngest is starting prep this year and the eldest is moving into grade six.
James enjoys keeping fit by running at least three times a week in the early mornings. His weekends are very busy keeping up with the kids extra-curricular activities be it netball, tennis, basketball or football – all the while studying for his Advanced Diploma. During the football season James is the Auskick co-ordinator for the Lake Boga Football club.
Natalie joined the Murray Valley Financial Planning Pty Ltd team in October 2003 as our receptionist and administration officer, after returning to Swan Hill upon completing her tertiary education.
Natalie has successfully completed the Bachelor of Arts/Sports Administration, Bachelor of Business Management at Victoria University.
Natalie in involved in her local netball team and table tennis association, volunteering her time to assist where possible.
Joe holds the internationally recognised Certified Financial Planner (CFP) qualification from the Financial Planning Association of Australia (FPA), as well as a Certificate in Financial Markets through the Financial Services Institute of Australia (Finsia). Joe is a member of the FPA and a Senior Associate of Finsia. Joe's ASIC number is 239720.
Joe is currently Retired and has decided to maintain his licence to assist our office if required.