our people
David O’Callaghan - CFP, Dip FP, MPFP
David has been providing financial advice to clients since 1994 and is licensed to do so by the Australian Securities & Investment Commission (ASIC). He is a Certified Financial Planner and holds both a Diploma of Financial Planning and a Master of Personal Financial Planning. David specialises in providing financial advice to clients in the entertainment industry and understands the unique nature of the field. He can work with you on an ongoing basis to ensure that the right decisions are made to build and protect your financial affairs.
He specialises in giving advice in the following disciplines:
• Debt Management
• Cash Flow Management
• Investment Planning
• Superannuation and Retirement Planning
• Life Insurance & Personal Risk Management
• Estate Planning
After working as a senior financial planner for two of Australia’s largest financial institutions, David enjoys the more personal approach that he can now provide to clients. He can help you formulate, implement and monitor a financial plan that achieves your goals. In knowing that the appropriate financial strategies are in place, you can enjoy life with peace of mind.
David is an Authorised Representative of Genesys Wealth Advisers (GWA). As such, he is authorised by GWA to give advice on investment and securities, superannuation, life insurance and estate planning matters.
Warren Skinner
Warren has been providing financial advice to clients since 1990 and is licensed to do so by the Australian Securities & Investment Commission (ASIC). He is a Certified Financial Planner and offers a comprehensive Estate and Financial Planning service and will work with you to help create, preserve and manage your wealth.
He specialises in giving advice in the following disciplines:
- Investment Planning
- Superannuation and Retirement Planning
- Self Managed Superannuation Funds
- Small Business Superannuation Funds
- Life Insurance & Personal Risk Management
- Business Life Insurance & Succession Planning
- Estate Planning
Specifically, Warren will work with you to formulate, implement and manage these planning strategies in line with your individual needs, objectives, and personal financial circumstances.
Warren ’s clients are usually referred by other professionals, including Accountants and Lawyers, or they are Directors/Senior Executives of our Corporate clients, seeking personal financial advice.
He is an Authorised Representative of Genesys Wealth Advisers (GWA). As such, Warren is authorised by GWA to give advice on investment and securities, superannuation, life insurance and estate planning matters.
Steven Macarounas
Steven has been providing financial advice to clients since 1988 and is licensed to do so by the Australian Securities & Investment Commission (ASIC). He has extensive consulting experience in delivering the key elements of well-designed employee benefit arrangements and has served the corporate superannuation needs of many well-known high profile corporations and funds in Australia.
He specialises in giving advice in the following disciplines:
- Corporate Superannuation
- Employee Education & Advice
- Group Risk Insurance
- Small Business Superannuation Funds
- Life Insurance & Personal Risk Management
- Business Life Insurance & Succession Planning
Steven and his team have a 'member focused' approach which centres around the establishment of a comprehensive education & advice programme. This is designed and delivered to raise the awareness of financial planning principles and to empower an employer’s workforce to take action in tailoring their membership to suit each individuals unique circumstances and goals.
Steven’s extensive use of both internal and external research and his intense efforts on behalf of his clients have earned him an enviable reputation of professionalism.
He is an Authorised Representative of Genesys Wealth Advisers (GWA). As such, Steven is authorised by GWA to give advice on investment and securities, superannuation, life insurance and estate planning matters.
Penny Carl
Penny is a former Australian/Veuve Clicquot Business Woman of the Year, the founder of Moneypenny Services in 1980 and well known for her work in the film and entertainment industry.
In the 1980s, ahead of her time, Penny introduced a portable superannuation fund for the industry before compulsory contributions were introduced by the government. Using her management and financial skills derived from five years as general manager of Woollahara Council, and also as head of business affairs at the AFTRS (Australian Film TV and Radio School), Penny has been responsible for bringing together the MPWM team and concept to service the entertainment industry.
Penny is a director of MPWM but is not an authorised representative of Genesys Wealth Advisers and thus not authorised to give advice to clients in relation to financial service matters.