MWP Financial was launched in 2009 and incorporates Pocock Munn and Associates, a financial planning practice established in 1982. Our aim is to help our clients build and maintain their wealth, while assisting them in achieving their financial and lifestyle goals.

The team at MWP Financial believes strongly in providing holistic financial advice and we offer a wide range of services.

Our Team Members

Ian Marsland – DipFP
Principal & Financial Adviser

About Me:

My career in the finance industry began in 1977 with a bank after completing high school. I spent 10 years in general banking and then moved to the bank’s Financial Services division where I spent a further eight years. Here, I undertook roles in Financial Planning as well as Corporate Superannuation.

I then sought to broaden and enhance my knowledge of the financial services industry. Leaving the bank, I spent the next three years in Business Development with a locally based fund manager and then a further eighteen months as the Practice Manager of a boutique advice firm.

In 1999 I joined AXA Australia. This role encompassed providing support and training to the advisor community in relation to superannuation, investment and insurance products. I achieved some success in this role at a state and national level, culminating with being named AXA’s National Business Development Manager of the year in 2002. I continue to remain proud of these achievements.

However, the time for change was approaching. I had met Steve Young, MWP Financial’s other Principal when I joined AXA and over our time there, we became friends. Steve was also looking for a change from his corporate role and was in advanced negotiations to purchase a financial planning practice from a retiring advisor. Steve approached me to gauge my interest in joining him and the rest as they say, is history.

About Us:

Since it’s inception in 2009, our business continues to grow steadily. This period of time has proven to be the most enjoyable of my career so far. Our team has grown from Steve, Steve’s wife Karen as Business Manager and me to now include an additional four employees.

This team stability coupled with long term industry experience and knowledge is where I believe our competitive edge lies – for both existing and new clients. Our advisers are supported by an experienced, dedicated and friendly administration and paraplanning team.

Our size does not limit our capacity to provide excellent service and we continue to strive to provide a relaxed, personal environment for our clients. Our strength comes from knowing our clients, meeting with them regularly and when required, responding to their advice needs in a professional and timely manner.

I look forward to continuing the relationships I have with my existing clients as well as welcoming new clients who wish to partner with us in assisting with their advice needs and achieving their financial goals.

Stephen Young – DipFP
Principal & Financial Adviser

Steve commenced in the financial services industry in 1997, working in a variety of business development and management roles in Adelaide and Melbourne before launching MWP Financial with Ian. “The most enjoyable and satisfying part of what we do is helping our clients achieve their financial and lifestyle goals.” Steve is married to Karen and they have three children – all now young adults. As well as following his children’s sporting and extra-curricular pursuits, Steve is an avid sports fan, enjoying many sports including soccer, AFL and cricket. “When we get a spare moment, we love to spend time with family and friends, often over a leisurely lunch or dinner and usually involving a glass or two of great South Australian wine.”

Karen Young – B.Com
Business Manager

I started my career in the financial services industry in 1990 and have held a wide variety of administration, supervisory and product development roles with major fund managers.

Since the commencement of MWP Financial in 2009, I have been responsible for the day to day running of the business – looking after our Compliance, Marketing and Finance, as well as managing our Administration team.

I am married to Steve and we have three children – all now young adults.

I enjoy spending time relaxing with my family and friends and love a good book. Family travel is also a highlight.

Belinda Wise – DipFS (FP)
Paraplanner

I started in the financial planning industry in 1997 in an administration role and have worked in various locations in Wodonga, Darwin, Toowoomba and Adelaide. I have added in some banking industry experience for good measure and now perform the role of remote paraplanner for our team.

I am married with two children and now live in sunny Queensland. I enjoy travelling, creative arts and crafts and Haigh’s chocolates!

Kim Taylor – 
Client Services Officer

I provide quality support to both our Clients and our Advisers by assisting in the day to day management of clients’ needs. I have over two decades experience in Banking and Financial Services.

Over that time, I have held roles of great diversity, all with a predominant focus on customer service.

Prior to commencing with MWP Financial, I worked with a Credit Union, a Big 4 bank in a range of divisions, and within a financial planning practice.

I am married with two adult children and adore spending time with family and friends, in particular when travelling in our caravan.

Verona Lindsay – DipFS (FP), B. Ed
Paraplanner

I started my career in the financial services industry in 2002 and have held a wide variety of roles from customer service and administration to advisory positions.

I enjoy being part of a client-centric team, assisting our clients in achieving their financial goals.

Outside of work I enjoy spending time with family and friends and love hiking, travelling, reading and a good glass of red.

Renee Modra  – DipFP
Client Services Officer

Beginning in 2017, my financial services career has centred on providing administrative support to clients in financial planning and life insurance. I have had extensive experience at both a small business and corporate level and am delighted to be a part of the team at MWP Financial.

My goal is to make your financial journey as smooth and transparent as possible. After a wonderful time on maternity leave, I have returned to the workforce with a renewed commitment and a strengthened appreciation for the importance of secure financial planning. When I’m not working, I’m enjoying precious moments with my family.