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
I began my career in financial services in 1997, working in a variety of business development and leadership roles in Adelaide and Melbourne before establishing our financial planning practice in 2009.
Over the past three decades, I’ve had the privilege of helping individuals and families make informed financial decisions and achieve greater confidence about their future. Today, I’m proud to work alongside a passionate and dedicated team that shares a commitment to delivering personalised advice and exceptional client service.
Outside of work, Karen and I enjoy spending time with our three adult children, family and friends. We’re also passionate about travel and enjoy exploring new destinations and experiences whenever the opportunity arises.
I’m an avid sports fan with a particular interest in soccer, cricket and AFL, and we always appreciate the chance to catch up with good company over a leisurely lunch or dinner and a glass of South Australian wine.
The most rewarding part of what we do at MWP Financial is building long-term relationships and helping our clients achieve the financial security and lifestyle they aspire to.
Karen Young – B.Com
Business Manager
Since commencing work in the financial services industry in 1990, I have built a career spanning administration, team leadership and product development roles with major fund managers.
Since the commencement of MWP Financial in 2009, I have played a key role in the day-to-day management of the business. My responsibilities include overseeing compliance, finance and marketing activities, while also leading our Client Services team to ensure we deliver an exceptional experience for every client.
I am passionate about creating efficient processes, supporting our team and helping the business continue to grow and evolve in an ever-changing industry.
Steve and I have three children, all now young adults. Outside of work, I enjoy maintaining an active lifestyle through regular walks with friends and spending time at the gym. I also love reading, and catching up with family and friends while sharing amazing food and wine.
Travel is another passion of mine, and I enjoy discovering new places, experiencing different cultures and embracing all that the world has to offer.
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.
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. As a parent of young children, I also have a strengthened appreciation for the importance of secure financial planning. When I’m not working, I’m enjoying precious moments with my family.
Damian Lamberto –
Client Services Officer
I commenced my career in the financial planning industry in early 2025 and have quickly developed a passion for helping clients work towards their financial and lifestyle goals. In my role, I provide administrative and client service support to both our clients and advisers, assisting with the ongoing management of a wide range of financial planning matters.
I am currently completing a Bachelor of Business (Financial Planning), with an expected graduation date in early 2027. As an aspiring Financial Adviser, I am committed to continually growing my knowledge and experience within the profession and building a long-term career in financial advice.
Outside of work, I have a keen interest in health and fitness and enjoy maintaining an active lifestyle, spending time with family and friends, and pursuing personal and professional development.
The most rewarding aspect of my role is supporting clients throughout their financial journey and being part of a team that helps them make informed decisions with confidence and peace of mind.
Ruby Ruedas –
Client Services Officer
I spent over 10 years in the customer service industry before transitioning into financial services. While this field is completely new to me, it has been an exciting and rewarding journey. I’m continuously learning, growing, and enjoying every opportunity that comes my way, especially with the incredible support of my team.
Helping people has always been something I’m passionate about. Even though I may not work directly with clients, I take pride in supporting advisers and contributing behind the scenes. Knowing that my work helps make a difference motivates me to keep learning, improving, and becoming better every day.
Outside of work, I have a loving partner – my gentle giant – and two beautiful daughters. As a family, we enjoy cooking together on our days off, and when the weather is nice, you’ll often find us at the park enjoying a picnic and spending quality time together.