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MEET the Scholten Collins McKissock team

DISCOVER how we can help you

LEARN more from our current resources

Make your money work for you

Speak to a specialist   ph: 03­­­ 9848 9811

MEET the Scholten Collins McKissock team

DISCOVER how we can help you

LEARN more from our current resources

Make your money work for you

Speak to a specialist   ph: 03­­­ 9848 9811

Monday – Friday 8.30am to 5.30pm (Melbourne time)

Important information

Please read the following information carefully:

Elect Wealth Management Pty Ltd. Privacy Policy

The privacy of your personal information is important to us at Elect Wealth Management Pty Ltd. We are required to comply with the Australian Privacy Principles. We will always seek to comply with the Australian Privacy Principles as well as other applicable laws affecting your personal information.

This privacy policy outlines our policy on how we manage your personal information. It also sets out generally what sort of personal information we hold, for what purposes and how we collect, hold, use and disclose that information.


Read Elect Privacy Policy

Financial Services Guide

The Financial Services Guide provides you with information about Elect Wealth Management Pty Ltd and our Authorised Representatives.


Read the FSG

Advice warning

It’s important to consider your particular circumstances and read the relevant Product Disclosure Statement or Terms and Conditions before deciding what’s right for you. This information hasn’t taken your circumstances into account. Neither Elect Wealth Management Pty Ltd, an Australian Financial Services Licensee, nor its authorised representatives and Elector Pty Ltd atf Scholten Collins McKissock Trust warrant or represent that the information in this site is free from errors or omissions or is suitable for your intended use.

Complaint resolution guide for customers

What should I do if I have a complaint?

We are committed to providing quality advice to our clients.

This commitment extends to providing accessible complaint resolution mechanisms for our clients. If you have any complaint about the advice or services provided to you, you should take the following steps:

1. Please contact your adviser so they can act immediately. Your Adviser will try to resolve any complaint you may have, acknowledging your complaint in writing within 24 hours (or 1 business day);

2. If your complaint is not satisfactorily resolved within 5 days or you would prefer not to speak with your financial adviser, please contact Elect Wealth Management on (03) 9848 9811 or put your complaint in writing, addressing your concern to Mr Aubrey Roga, Chief Executive Officer (CEO), Elect Wealth Management, PO Box 1470, Box Hills VIC 3128. Your complaint will be acknowledged within 24 hours (or 1 business day), our CEO will manage your complaint through to resolution, whereby you can expect a response within 30 days. Our response will outline our findings and include information that may help you understand our position.

3. If we are unable to resolve your complaint to your satisfaction within 30 days, you can raise your complaint with the Australian Financial Complaints Authority (AFCA) in writing to GPO Box 3, Melbourne VIC 3001, email: info@afca.org.au, via their website www.afca.org.au or call 1800 931 678. Elect Wealth Management is a member of this complaints resolution service;

4. If your concern involves unethical conduct, you may wish to consider raising these concerns with the Financial Planning Association of Australia (Professional Standards and Complaints), GPO Box 4285, Sydney NSW 2001 or email professional.standards@fpa.com.au.

Before you send your concern to any of these respective bodies, please contact them first to understand the process of lodging your concern with them.

Meet our Wealth Management team

Matthew Scholten

Matthew Scholten

Executive Chairman and Managing Partner

Con Gianna

Con Gianna

Managing Partner – Wealth Advice

Trent Collins

Trent Collins

Partner

Christopher Fagan

Christopher Fagan

Partner

Greg Davis

Greg Davis

Partner

Luke Spiller

Luke Spiller

Partner

Emily Macdonald

Emily Macdonald

Associate Adviser (professional year)

Mitchell Fidas

Mitchell Fidas

Associate Adviser (professional year)

Maxwell Canfield

Maxwell Canfield

Client Services

Tania Thornton

Tania Thornton

Client Services

Meet our Accounting team

Kelly Spiller

Kelly Spiller

Senior Accountant

Meet our Finance Solutions team

Steven Papanastasiou

Steven Papanastasiou

Managing Partner – Finance

Jyana Papanastasiou

Jyana Papanastasiou

Senior Lending Specialist

Philippa Caarels

Philippa Caarels

Senior Lending Analyst

Lewis Beech

Lewis Beech

Lending Specialist

Meet our Executive and Operations team

Aubrey Roga

Aubrey Roga

Managing Partner & Chief Executive Officer

Neil McKissock

Neil McKissock

Founder and Advisory Board Chairman

Kerri Fitzgerald

Kerri Fitzgerald

Partner

Michael Collett

Michael Collett

Business Analyst

Colleen Toy

Colleen Toy

Executive Assistant

We can help you at any stage of your life. Whether you’re starting your first job or planning for your retirement, we can provide expert guidance and knowledge.

Get in touch with us  today for more information on how we can help you management your wealth, and to book an appointment with one of our advisers.

Working together to create a strategy that’s right for you

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Working together to create a strategy that’s right for you

DISCLAIMER: It’s important to consider your particular circumstances and read the relevant Product Disclosure Statement or Terms and Conditions before deciding what’s right for you. This information hasn’t taken your circumstances into account. Neither Elect Wealth Management Pty Ltd, an Australian Financial Services Licensee, nor its authorised representatives and Elector Pty Lt atf Scholten Collins McKissock Trust warrant or represent that the information in this site is free from errors or omissions or is suitable for your intended use.

SCM Finance Solutions Pty Ltd ACN 606 523 068 is authorised under LM Broker Services Pty Ltd Australian Credit Licence 517192.

The information provided on this site is on the understanding that it is for illustrative and discussion purposes only. Whilst all care and attention is taken in its preparation any party seeking to rely on its content or otherwise should make their own enquiries and research to ensure its relevance to your specific personal and business requirements and circumstances. Terms, conditions, fees and charges may apply. Normal lending criteria apply. Rates subject to change. Approved applicants only.