Our advice team are highly experienced, well educated and importantly are passionate about delivering exceptional service. When working with Moneyplan you have a dedicated adviser, however we follow a team approach and therefore you the support of our 20+ team members as well as our external professional network.

Garry Ransome

Financial Adviser / Managing Director
E: garryr@moneyplan.com.au

Favourite Things In Life: My wife (Lisa) and 3 girls (Courtenay, Georgia and Bella), Footy, Golf and Catching up with friends

Garry joined Moneyplan in 1997, after more than 15 years in various roles within the financial services industry, he is an owner and the managing director of the practice.

Garry is the manager of the financial planning team and is keen on fostering ideas within the staff to provide the best strategic advice to our clients and to provide the best ongoing service in a timely manner.

Garry has achieved the internationally recognised CERTIFIED FINANCIAL PLANNER® designation, the highest achievement within the profession. Garry is also a SMSF Specialist Advisor™ (SSA™) recognised by the Self-Managed Super Fund Professionals Association of Australia (SPAA).

Garry has lived in the Northern Suburbs of Melbourne for his whole life and played football in the Essendon Districts for more than 30 years, including Super rules.  After the body finally screaming enough is enough, Garry now enjoys a round of Golf in the Northern Golf Club in Glenroy.

watch the video below to learn more about Garry

David Russell

Financial Adviser / Director
E: david@moneyplan.com.au

Favourite Things In Life: Time with family, holidays and a day at the races.

David is married with three young children and has been working in the financial planning industry and with Moneyplan since 2002.  He is an owner and director of the practice and has completed the study to obtain the internationally recognised CERTIFIED FINANCIAL PLANNER® designation, the highest achievement within the profession. More recently David completed study to achieve the LRS® Life Risk Specialist mark.

Being young, David can be there for you over the next 25 – 30 years to support each phase of your wealth accumulation and retirement plans.  He believes in developing long term relationships with his clients, which will improve their financial position through really understanding their values, needs and aspirations.

David’s other qualifications include a Bachelor of Business Degree and Diploma of Financial Planning (Financial Services).

watch the video below to learn more about david

Evelyn Ali

Financial Adviser
E: evelyn@moneyplan.com.au

Favourite Things In Life: Travelling, movies and keeping fit through jogging and tennis.

Evelyn joined Moneyplan in 2004 following a career in various accounting roles and is an owner of the practice. 

Evelyn tries to make her clients feel relaxed and comfortable whilst working together to achieve their goals.

“At Moneyplan we pride ourselves on providing individual service that enables you and your adviser to develop a long term relationship.  Through spending time understanding you and your needs, we can improve your financial position now and into the future.”

She is committed to a long term career in financial planning and will be there to support you into your retirement years.

Evelyn specialises in aged/residential care strategic advice and as part of this she has undertaken additional study to obtain the Financial Planning Association (FPA) Aged Care Specialist designation.

Evelyn is a CERTIFIED FINANCIAL PLANNER® professional, the highest achievement within the profession. Her other qualifications include a Bachelor of Business (Accountancy and Law) and a Diploma of Financial Services (Financial Planning).

Evelyn is happily married, with two daughters and has lived in the North West suburbs of Melbourne all her life.

watch the video below to learn more about evelyn

Rick DaquinO

Financial Adviser / Director
E: rick@moneyplan.com.au

Favourite Things In Life: Football, cycling and coffee.

Rick joined Moneyplan in November 2010 after he merged his previously established business. He is an owner and director of the practice.

Rick provides  advice on all areas of financial planning and has specialist knowledge in life insurance. His qualifications include an Advanced Diploma of Financial Services (Financial Planning), a Bachelor of Arts and he is also recognised as an ASX Accredited Listed Product Adviser (ALPA).

Rick is always striving to achieve new heights in every aspect of financial planning. Listening skills, fluid communication and diligent research are crucial elements of any financial strategy – but more importantly Rick is a planner who is prepared and willing to commit the time and energy required, to implement the appropriate financial strategy for each and every client.

Rick is married with two children.

watch the video below to learn more about rick

Jayden Lenon

Financial Adviser
E: jayden@moneyplan.com.au

Favourite Things In Life: Travelling with my family, staying physically active and spending time with family and friends.

Jayden is married with 2 children and grew up in country Victoria.

Jayden is passionate about helping his clients get their finances in order, developing a smart plan for the future and becoming a partner in managing their wealth. When working with Jayden he focuses not only on achieving a high return on investment, but also a high return on life - ensuring that you’re living your best life with the money that you have.

Jayden is an owner of the practice and with many years ahead of him, he can be your trusted adviser over the long term.

Jayden joined Moneyplan in January 2011 and since this time has developed the skills and expertise to advise clients at all levels of complexity. He has always had a strong interest in finance and investments, which ultimately led him to study a Bachelor of Business degree majoring in finance. In addition to a degree, Jayden has completed a Diploma of Financial Services (Financial Planning) and the additional study to obtain the internationally recognised CERTIFIED FINANCIAL PLANNER® designation, the highest achievement within the profession.

watch the video below to hear why jayden loves his work

JOSH GAYLOR

Financial Adviser
E: josh@moneyplan.com.au

Favourite Things In Life: Spending time with family and friends, a round of golf, music and AFL.

Josh is passionate about helping people identify and achieve their goals. Josh provides his clients with friendly professional advice, clearly explaining the options available to them, their outcomes and smarter solutions. His focus is on providing strategic and structural financial advice and offering individually tailored strategies to give his clients the best chance of reaching their goals. Being young, Josh takes pride in building long-term client relationships and ensuring every financial decision his clients make over the coming decades are considered and in their best interest. Josh has been an owner of the business since 2020. 

Josh has worked in the financial planning industry since 2011 and has a Bachelor of Business degree majoring in financial risk management and a Diploma of Financial Planning.  

Josh is married, with two children and is originally from the heart of the Murray, Swan Hill Victoria.   

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