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Our Team

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Beena Mathew

Executive Financial Adviser

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Donna Merritt

Office Manager

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We look forward to working with you to achieve your goals.

Please get in touch

Get in touch

Our Address

  • We operate from various locations including Scoresby, Narre Warren, Chadstone and Ringwood, please give us a call for your closest convenient office.
  • 0492 839 002

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Legals

Wealth Wisdom Pty Ltd trading as Wealth Wisdom ACN 634 488 261 is an Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735 licence No 229892 

Beena Mathew is an Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735 AFSL 229892

The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. Wealth Wisdom strongly recommends that investors consult a financial adviser prior to making any investment decision. The contents of the Wealth Wisdom website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation. You should obtain a copy of the PDS and Target Market Determination relating to the product and consider it before making any decision to acquire the product.

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Beena Mathew CFP®

Executive Financial Adviser

Beena is a Certified Financial Planner with over 20 years of industry experience. She is a member of FAAA (Financial Advice Association Australia). Beena holds a Bachelor’s degree, a Master’s degree, CFP and Advanced Diploma of Financial Services (Financial Planning). She has also completed Kaplan Self-Managed Super Fund course, Margin Lending and Geared Investment.

Beena has been a Financial Adviser since 2003. Commencing her career with Westpac, she was soon promoted to be Advanced Financial Planner, then Senior Financial planner and later Senior Portfolio Adviser. Whilst in this role, Beena gained valuable experience advising hundreds of clients on a wide variety of financial planning issues.

Beena established her own business Wealth Wisdom in 2019 and continues to help customers.

Beena is passionate about retirement planning focusing on what is important to you, so you can gain financial freedom and peace of mind in your life.

Donna Merritt

Office Manager

Donna has over 30 years’ experience in the Banking Sector, she has Tier 2 FSRA accreditation in Banking and Insurance.

Donna has a wealth of experience in office management, administration and is dedicated to ensuring exceptional customer service.

Donna is passionate about connecting with clients and co-ordinating assistance to find solutions to meet their financial needs.