Meet Our Team

Qualifications (Finance related)

• Graduate Diploma in Financial Planning
• Master of Applied Finance
• Advanced Diploma of Financial Services (Financial Planning)
• Diploma of Financial Services (Financial Planning)

Professional memberships

• FPA – Financial Planning Association

Professional designations

• CFP – Certified Financial Planner (FPA)

Diana has 15 years’ experience in the financial services field. Diana specialises in Super, Retirement Planning, Investments and Aged Care. Diana is passionate about her work and believes good quality advice can and will change a person’s life for the better, to assist them to meet their long term goals, for a happier and comfortable retirement. Diana has a caring and passionate demeanour which her clients find very comforting. She believes building strong relationships is key to her success as a planner. She is a vibrant & bubbly member of Flack Advisory – Diana loves a chat!

Diana is not only one of our planners she is also our Office Manager which she takes very seriously to ensure the business runs as smooth as possible.

Personal interests
Diana loves spending time with her boys motorbike riding and fishing. She loves animals and has a passion for Bull Terriers. She likes to keep herself fit and active. Diana loves to find a quiet place to relax and read.

George Flack OAM (Order of Australia Medal) has been working within the Financial Services Industry for over 45 years beginning with the National Bank in 1972 followed by nearly 15 years in the Dept of Social Security (now Centrelink) and since 2nd November 1987 to 13th December 2019 as a Director and Financial Planner of Flack Advisory Services Group Eaglehawk.

Since December 2019, now a Director of Flack Advisory, George oversees the day to day running of his successful firm, in which he employs a strong team of Financial Planners and support staff, that provide a range of advice areas, like Superannuation, Retirement Planning, Investment Planning, Aged Care and Centrelink just to name a few.

George has won the coveted “Money Magazine’s” Financial Planner of the Year Award in 1996 and 2004. George was awarded a Fellow of the FPA(Aust) in 2012. George was recently awarded an Order of Australia Medal (OAM) for his service to the Bendigo community and to the finance sector

Daniel started with Flack Advisory in 2019 and has been an important team member. He started out as a Paraplanner and has developed a good knowledge in all areas of financial planning due to the mentoring of Diana Rogers. He feels the greatest part of his job is the financial difference it makes in the lives of our clients when they need it most. In times of illness, disability or death it is most satisfactory to pay out their claims which assists clients in and through their situation. At retirement, to be able to assist a client to retire comfortably provides a great sense of satisfaction and really proves that what I do makes a difference.

Daniel has recently completed his Bachelor of Business (Financial Planning) and is a Provisional Adviser, completing his professional year under the supervision of Diana.

Personal interests

Outside of work when he gets a chance he likes to go Camping & Fishing. Most weekends he will be spending time with family and friends and in the warmer months of the year he plays tennis.

Simone joined Flack Advisory in 2020. She has an extensive background working for the Department of Human Services (DHS). Simone is an extremely hard worker, who is passionate about helping clients achieve the best possible outcome to achieve their goals. Simone assists with lodging of claims with DHS for new and existing clients, updating Income & Assets for clients with DHS & DVA, putting in appeals (where necessary) and much more.

Personal interests
Simone enjoys taking day trips and going on adventures with her kids, She enjoys taking them camping and during the winter they love going to cheer on the cats.

Glenda has been with Flack Advisory since January 2020. Glenda performs various administration roles at Flack Advisory. Given Glenda’s keen eye for detail which is definitely needed in the Financial Planning industry, Glenda has the very important role of our Compliance Officer. Glenda is extremely hard working and very meticulous in the duties she performs. Glenda is extremely flexible and very adaptive when is comes to juggling multiple tasks.

Personal interests
Loves spending time with the family, being out in the garden, reading, sewing, knitting and all craft work.

Merryn started at Flack Advisory in March 2019 she is also one of our very important Administration assistants. Merryn is a hard working team member who also assists with the client file preparation for the Planners appointments with their clients. This involves conducting certain calculations and whatever research is required for the Planner. Merryn too is willing to lend a hand and assist with other administrative tasks as required.

Personal interests
Merryn enjoys gardening, fishing, chess and travelling.

Shelby started working with Flack Advisory in 2020 as our much needed energetic Receptionist. Shelby is such an important team member of Flack Advisory, she is the first team member our clients talk to over the phone or in person at front reception. Her caring personality & positive work ethic ensures our clients feel welcome, their queries are dealt with promptly and their paperwork is handled with care and privacy. She is the first point of contact within our office and ensures all processes are smooth sailing day to day.

Personal interests
Shelby loves netball. She currently plays B grade for Eaglehawk Football Netball Club. Shelby loves water-skiing over summer on the Murray River in Moama.