Meet Our Team

Qualifications (Finance related)

• Bachelor of Accounting
• Advanced Diploma of Financial Services (Financial Planning)
• Diploma of Financial Services (Financial Planning)

Professional memberships

• FPA – Financial Planning Association
• SMSF Association

Professional designations

• Associate Financial Planner (FPA)
• Self Managed Super Funds Specialist Adviser (SMSF Association)

Joe has 13 years experience in the financial service field. Joe specialises in retirement planning, investment advice, self-managed superannuation funds and life insurance.

Joe joined Flack Advisory in 2020 he is also a very passionate financial planner. Joe loves the relationship and becoming an important part of people’s lives it provides him with a great deal of personal satisfaction. He also likes to help and support people in meeting their lifestyle needs and goals. Working with them in formulating, executing and having a sound financial plan in place, so that the client can focus on far more important things such as family, health and travel.

Personal interests
Joes loves spending time with his son and family, playing golf, going fishing, travelling & sightseeing across the country and DIY around the house.

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

You will find Daniel behind the scenes preparing the advice documents for clients and assisting the Financial Planners with their research.  Daniel started with Flack Advisory in 2019 and has been an important team member.  He loves Paraplanning as it assists clients plan for their future which he feels can be very rewarding, especially when your projections and recommendations are exceeded.  Paraplanning is the first step to becoming a Financial Planner.  He feels if you know the background of the industry when coming to deal with clients it makes the process all the more rewarding.  The clients are diverse and the products dealt in are abundant.  No two clients are the same.

Daniel has recently completed his Bachelor of Business (Financial Planning) and is looking at becoming an 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 takes his daughter to the park and in the warmer months of the year he plays tennis with the Eaglehawk & District Tennis Association.

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.