About Us
We provide valuable financial information so you can make an informed choice
Mortgage Advice, Investment Advice, Finance Advice, Saving Tax, Wealth Creation
We can refinance & restructure your home loans to get a better outcome as well as saving you tax and help create wealth.
Our team of qualified experts have the experience to assist our clients with mortgage advice, finance advice, investment advice, and tax advice as well as wealth creation and retirement planning.
We promise that not only will you be in the safest hands possible, but you will receive specifically tailored information prepared to suit your own personal and financial circumstances from a team of experts.
Harold Upton - BSc (Hons) Dip FP Dip FS LREA
Managing Director & Senior Strategist
- Bachelor of Science with Honours
- Diploma of Financial Planning
- Diploma of Financial Services – PS146
- Certified Investment and Financial Advisor
- Diploma of Property Development
- Certificate IV in Property
- Licensed Real Estate Agent
Harold has been working in the financial industry for over 35 years and has built a vast amount of valuable knowledge to help our clients with their financial planning, wealth creation, investment advice, financial advice, tax minimisation, retirement planning, superannuation, and residential investment property.
Harold is hands on with every wealth creation plan we put in front of our clients, as well as being available to personally speak with any client who wishes to discuss their plan with him.
We can assure you that you will be in some of the safest hands in the industry with Harold, together with Wayne Geggie and Rachelle Leenderts, always providing the best possible outcome for our clients.
Brooke Buckland - Dip FMB
Senior Mortgage Consultant
Brooke Buckland is more than a broker, she is the perfect mortgage matchmaker: “She finds the perfect loan for her clients, ensuring it’s not just a good fit financially, but also aligns with their long-term goals and aspirations”. Brooke has a reputation of being a clear communicator: “She demystifies the jargon and keeps her clients informed ensuring they understand every step of the process and feel empowered to make informed decisions.”
With over seven years working in residential lending for banks, mortgage managers and as a broker she understands all sides of the lending fence and is a real client advocate. She holds a certificate IV in Mortgage Broking (2016) and a Diploma in Mortgage Broking (2024).
When she is not flat out working, she enjoys her weakness for good chocolate and great red wine with her husband Michael and loves walking their dogs on the beach.
Wayne Geggie
Senior Mortgage Consultant
Our Senior Mortgage Consultant Wayne Geggie is one of the best in the business and has been working in the Banking and Finance industry for over 35 years, having worked for the Reserve Bank of Australia, some of the big four banks, and being the responsible person for a large finance company specialising in investment property.
Wayne’s vast knowledge and experience about lending and loan structures will assist our clients get the best possible lending and financial outcome.
Wayne is married to Robynne and has 4 adult children and 3 grandchildren. Outside of work Wayne enjoys spending time with his family and enjoys watching his beloved Bombers in the AFL and in the off season he watches cricket. He also is partial to a good drop of red wine.
He holds a Diploma of Finance and Mortgage Brokering Management and a Diploma of Business Management.
Jess Dooley - Dip FMB
Broker
Jess brings a wealth of experience to the table, having spent over 20 years navigating the complexities of the Finance and Investment industry. Prior to joining Phoenix, he honed his skills managing High-Net-Worth clients at a Global Equities Management firm with a staggering $300 billion AUD in assets under management.
Beyond his professional accomplishments, Jess finds joy in his personal life. Residing in Melbourne with his young son, he balances family time with his unwavering support for the St Kilda Saints (though their performance may test his loyalty!). And when seeking a moment of personal challenge, Jess enjoys refining his golf game, which he admits, with a touch of humour, has “plenty of scope for improvement!”
Contact Us
We provide valuable financial information so you can make an informed decision.
Financial Information, Wealth Creation, Tax Minimisation, Research.