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Who we are
 

A little bit about the firm

Johnsons MME offers specialist financial advisory services right here in Albury Wodonga.

Our advisory team is highly professional and experienced, keeping abreast of economic, legislative and market changes to ensure you are getting the best advice possible.

Johnsons MME has been in business in the Albury Wodonga region for over sixty years. Our reputation and longevity can be attributed to our strong focus on quality, the highest standards of ethics, objectivity and independence. These high standards are embedded into our corporate culture. 

About our advisors


  Grant Lewis*
Financial Advisor, Manager

Grant is a Certified Financial Planner with the Financial Planning Association and an accredited Self Managed Superannuation Fund Specialist with the SMSF Association (SPAA). He has completed a Bachelor of Business (Accounting) and Post Graduate Diploma in Finance (Financial Planning) with FINSIA.

Grant provides personalised advice in relation to investments and strategy, retirement planning, direct shares, superannuation including SMSFs, estate planning, personal and business insurances and Centrelink.

Grant advises retail and wholesale investors on the following:

  • Deposit and payment products
  • Debentures, stocks or bonds issued or proposed to be issued by a government
  • Interests in managed investment schemes including investor directed portfolio services
  • Retirement savings accounts
  • Securities
  • Superannuation including SMSFs
  • Personal insurance
  • Margin lending


 


 


 

Danny Salmon*
Financial Advisor, Associate

Danny is a Chartered Accountant, a Fellow of the Institute of Chartered Accountants in Australia, a CA SMSF Specialist with the Institute of Chartered Accountants Australia and New Zealand and an accredited Self Managed Superannuation Specialist with the SMSF Association (SPAA). He has completed a Bachelor of Business (Accountancy) and superannuation advisory studies with Kaplan Professional Education.  Danny has been working in financial and business services since 1990.

Danny has extensive experience in providing personalised advice in relation to small business, taxation, business and succession planning, SMSFs including administration and compliance, retirement and estate planning.

Danny provides advice to retail and wholesale investors on the following:

  •  Appropriateness of and establishment an SMSF
  • Structure of an SMSF and SMSF compliance
  • Personal advice in relation to superannuation strategies relevant for achieving a client's goals and objectives
  • Financial products at a "class of products" level


















 





  Michelle Penn*   

Financial Advisor   

 

Michelle is an associate advisor and has completed a Bachelor of Commerce (Financial Planning/Accounting) with Deakin University and further advisory studies with Kaplan Professional Education. Michelle is a member of the Financial Planning Association of Australia and is a registered tax (financial) agent with the Tax Practitioners Board. Michelle has been working in the financial planning industry since 2012.

Michelle specialises in personal insurances as well as having experience in providing personalised advice in relation to superannuation, investments and strategy, retirement planning, Centrelink and aged care.

Michelle is able to provide advice to retail investors on the following:
  • Deposit and payment products
  • Debentures, Stocks or Bonds issued or proposed to be issued by a government
  • Interests in Managed Investment Schemes including investor directed portfolio services
  • Retirement Savings Accounts
  • Securities
  • Superannuation, including Self-Managed Superannuation Funds
  • Personal Insurance
  • Margin Lending





  Brenden Maclean*

Financial Advisor

 

Brenden is a Fellow Chartered Financial Practitioner (FChFP) with the Association of Financial Advisers (AFA) and Associate Financial Planning (AFP) member of the Financial Planning Association (FPA). Brenden has been working in the financial planning industry since 2000 and as a financial adviser since 2001. 

Brenden specialises in wealth accumulation strategies and investment advice to clients building their long term wealth and assisting client's transition into full time retirement. Brenden's expertise include Centrelink and aged care, personal insurances, estate planning, retirement income streams and wealth accumulation strategies within and outside superannuation.

Brenden is able to provide advice to retail investors on the following:
  • Deposit and payment products
  • Debentures, Stocks or Bonds issued or proposed to be issued by a government
  • Interests in Managed Investment Schemes including investor directed portfolio services
  • Retirement Savings Accounts
  • Securities
  • Superannuation, including Self-Managed Superannuation Funds
  • Personal Insurance
  • Margin Lending
 

 

 


 

*Grant Lewis, Daniel Salmon, Michelle Penn, and Brenden Maclean are representatives of Johnsons MME Financial Advisory Pty Ltd ABN 30 141 828 033.