Our Team

Hayden Torney Joanne WhitworthMelinda Planken | Carl Creasey | Ngan Bui
Tamara CarmanJane LingueyMarita Mason | Sally TorneyLindsay Fisher

Hayden Torney | Retirement Planning Geelong

Hayden Torney

Position – Director and Representative
Qualifications - Bachelor of Economics, Diploma of  Financial  Planning, Certified Financial Planner™*

Hayden has extensive experience in managing financial planning issues for his clients.  He has gained many awards in recognition of his achievements and is regularly asked to speak to groups of employees, accountants, Centrelink clients and colleagues on retirement planning and investment matters.

CFP Logo | Geelong Retirement PlanningHayden has been an Executive Committee member of the Geelong Chapter of the Financial Planning Association since 1997.

Joanne Whitworth

Position – Financial Planner and Employee Representative
Qualifications - Bachelor of Arts, Bachelor of Science, Diploma of Financial Planning, Certified Financial Planner™*

Joanne is an experienced Certified Financial Planner and has been with Muirfield since 1998.  As well as her general planning expertise, she has a specialist, detailed knowledge of Defined Benefit Victorian and Federal Government super schemes, and frequently speaks to groups of employees.

CFP Logo | Geelong Retirement PlanningJoanne is also our Salary Packaging expert so make sure that you talk with her today about how you can make the most out of your income.

Melinda Planken

Position – Financial Planner and Employee Representative
Qualifications - Bachelor of Commerce (Financial Planning, Finance & Accounting), Certified Financial Planner™*

Melinda joined the Muirfield team in 2007.  Having completed a Bachelor of Commerce degree at Deakin University, Melinda was more recently awarded Certified Financial Planner™ status in June 2011.

CFP Logo | Geelong Retirement PlanningMelinda has particular expertise in Residential Aged Care fees and bonds.  As a CFP she provides broad financial planning advice, undertakes client reviews and attends to client enquiries.

Carl Creasey

Position – Financial Planner and Employee Representative
Qualifications – Bachelor of Commerce (Financial Planning, Finance & Accounting), Certificate IV Mortgage Broking, Certified Financial Planner™*

Carl joined Muirfield in 2008, having completed his Bachelor of Commerce at Deakin University with majors in Financial Planning, Finance and Accounting.  Over the past 3 years Carl has continued his studies and has been awarded Certified Financial Planner™ status.

CFP Logo | Geelong Retirement PlanningCarl provides a wealth of knowledge in preparing financial advice and client reviews.  As an Accredited Mortgage Adviser, Carl is also our lending expert.  Feel free to contact him at any stage for a free home loan review to make sure you are not paying too much.

Ngan Bui

Position- Employee Representative
Qualifications - Bachelor of Business (Financial Planning)

Ngan has worked with Muirfield since 2000 and completed her Financial Planning degree at RMIT.  She ably assists our advisers in the updating of client investment portfolios, the co-ordination of switches and preparation of data for client portfolio reviews.

Ngan is our special projects person and computer / information technology expert.  In addition she attends client meetings, prepares financial plans and liaises with clients.

Tamara Carman

Position – Employee Representative
Qualifications – Bachelor of Commerce (Financial Planning, Finance & Accounting)

Tamara joined Muirfield in 2009 as a Planning Assistant.  Prior to Muirfield she completed her financial planning qualifications at Deakin University and gained valuable experience for 18 months with another financial planning practice.

Tamara provides valuable assistance to the advisers by attending client meetings, preparing financial plans, undertaking a range of special projects and reviewing client portfolios.  Tamara is studying for her Certified Financial Planner qualification.

Jane Linguey

Position – Administration Support

Jane has been with Muirfield since 1992.  She is the initial point of contact for clients, either assisting personally or directing inquiries to others in our team.

Jane warmly welcomes clients and oversees reception administration.

 

 

Marita Mason

Position – Administration Support

Marita joined Muirfield in July 2008.  She manages the reception tasks with Jane and ensures that the back office is running smoothly.

Marita has come to Muirfield from the Commonwealth Bank, where she gained extensive experience in loans, banking, and HR areas.

 

Sally Torney

Position – Administration Support

Sally undertakes the day-to-day financial management of the business and administrative tasks.  She is another friendly voice on the phone.

 

 

Lindsay Fisher

Position – Business Manager
Qualifications - Bachelor of Arts (Hons), Bachelor of Education

Lindsay returned to Muirfield in June 2006 after 6 years as Managing Director of a company in Singapore.

His role with us is centered around business development, staff appointments and appraisals, HR, compliance issues, marketing and special projects.

* What does CERTIFIED FINANCIAL PLANNER™ mean?

Certified Financial Planners Geelong
CFP certification is the only globally recognised mark of professionalism for financial planners.  When seeking objective, expert and trusted financial planning advice you should always look for the CFP™ mark.

A CFP™ professional is a trusted adviser who works with you to review all of your options so you can make informed decisions about your financial situation at every stage in life.

By meeting rigorous international competency, ethical and professional practice standards, a CFP™ professional is qualified to deliver integrated financial solutions that allow you to take control of your finances and achieve your life goals.

The best financial planning results come from working with a CFP™ professional.

Why Financial Advice?

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Why Financial Advice?

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Muirfield Financial Services proudly supports a range of charities on behalf of our clients.

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Testimonials

“Our financial planning was previously taken care of by two large banks, but not being entirely satisfied with their services we were referred to Muirfield Financial Services by a friend. We have found Muirfield to be..."
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