Our Team
You want expertise. Experience. And insights. But you should also expect courtesy and a down-to-earth, jargon free approach to explain complex processes and concepts. At WLM, you get the best of both worlds. You'll only ever be dealing with people who are friendly, down-to-earth, and experts in their fields – and who are entirely committed to keep you on track.
We all know that in business, it's the people that make the real difference. That's why we're so diligent in choosing, and holding onto, the very best. It means that when you come in with an issue or question, you'll deal with down-to-earth, friendly people who are well placed to help you, whatever the situation.
Meet the WLM team here
Geoff Walker
Director
Chartered Accountant
Registered Auditor
Self-Managed Superannuation Fund Auditor
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Geoff has been a Chartered Accountant since 1967, and established WLM's accounting practice in 1990. Geoff has decades of practical experience and expertise in accounting, auditing and taxation.
Laura Menschik
Director
Certified Financial Planner
® professional
SMSF Specialist Advisor
™
Justice of the Peace
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Laura held senior positions with both small and national financial planning companies before establishing and successfully running her own firm in 1997. Laura has also held roles as a Director of the National Board of the Financial Planning Association of Australia (FPA) before being awarded the FPA's Distinguished Service Award in 2001 and being made a Fellow of the FPA in 2008. Laura is a regular commentator in the financial media and a Life Governor of the Benevolent Society of NSW.
Matthew Walker
Director
Certified Financial Planner
® professional
SMSF Specialist Advisor
™
Justice of the Peace
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Having worked as a specialist financial planner since 1991 Matthew has extensive experience in providing advice to successful individuals such as senior corporate executives, professionals and self-employed business executives. His plain-English approach to complicated financial and regulatory subjects has won him a loyal client following. Matthew is also a Justice of the Peace and a regular commentator in the financial media.
Sean McGowan
Director
Certified Financial Planner
® professional
AEPS
® Accredited Estate Planning Specialist
LRS
® Life Risk Specialist
Justice of the Peace
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Sean's passion is providing client-focused strategic financial advice by working to develop financial and lifestyle goals with his clients, then developing strategies to get them there. Recognising the importance of protecting and distributing wealth, Sean has specialist knowledge in personal insurances, asset protection and estate planning.
Dan has been Chartered Accountant since 2002 and a Fellow of the Taxation Institute of Australia since 2006. After 10 years working for mid-tier firm WalterTurnbull, which included a year break working with KPMG in the UK, Dan started his own accounting practice in October 2010. After experiencing 18 months of rapid business growth it was recognised that merging with WLM provided a great number of opportunities and synergies for both businesses.
