Our Team

Meet YourFinancial Partners

Experienced professionals dedicated to your financial success.

Hammad Khalid

Founder & Director

Hammad Khalid

Senior Financial Adviser | Director

B.Acc (Distinction), Adv Dip FinPlan, SMSF Specialist, FASEA Accredited

Self-motivated leader with 15+ years in financial services.

Education

  • Bachelor of Accounting - CQU (Distinction)
  • Advanced Diploma of Financial Planning - Kaplan
  • Graduate Diploma in Financial Planning - KAPLAN Professional
  • Margin Lending Qualification - KAPLAN Professional
  • SMSF Accreditation - Monarch Institute

Achievements

  • FASEA Adviser Exam Certified
  • Corporate Authorised Representative
  • 500+ clients advised

Areas of Expertise

SMSF AdviceUHNW Portfolio ManagementStrategic PlanningRetirement Planning

Meet the Advisory Team

Emily Wilkinson

Emily Wilkinson

Client Services Administrator

Diploma of Business Administration

Dedicated to ensuring smooth operations and exceptional client support, managing day-to-day administrative excellence.

emily@marvfinancial.com.au
Lucas Castro

Lucas Castro

Senior Paraplanner and Operations

Supporting the advisory team with detailed financial analysis and operational excellence.

lucas@marvfinancial.com.au
Alexander Smith

Alexander Smith

Client Services Manager and Associate Adviser

Delivering exceptional client service and providing tailored financial guidance.

alexander@marvfinancial.com.au
Vienna Garner

Vienna Garner

Client Services Officer

Ensuring seamless client experiences and efficient administrative support.

vienna@marvfinancial.com.au

Why Choose Our Team

Experience That Matters

15+ years of experience and a commitment to your financial wellbeing.

15+

Years Combined Experience

500+

Clients Served

100%

Client Focused

5.0

Client Rating

Let's Build Your Financial Future Together

Schedule a consultation with our expert team and discover how we can help you achieve your financial goals.