Get to Know Us

Greg Welsford - Director, Senior Adviser

Greg has over 25 years of experience in the industry, working for financial planning firms in Sydney, Melbourne, and in more recent years, in Inverloch.

Much of this experience has been within businesses aligned with accounting firms, resulting in considerable exposure to clients with small businesses, self-managed super funds (SMSF’s), risk insurance advice, and clients entering retirement.

Greg's career took him to Sydney where he spent time employed with large industry super funds, variously managing financial planning teams and working in strategy/business development roles.

Greg enjoys working closely with clients to understand their needs and goals, and increasing their financial literacy so they can have confidence in their financial futures.

MJA Wealth Advice Pty Ltd (ABN 29 632 136 424, AFSL 1275240) and Greg Welsford are authorised representatives of Lifespan Financial Planning Pty Ltd (AFSL 229 892)

Panu Kuhne, Senior Adviser

Panu has over 20 years of experience in financial services and has Bachelor of Commerce (Accounting and Financial Planning majors).

Panu has worked as a financial adviser for large Melbourne firms and regional Accounting/Financial planning firms.

Much of Panu’s time as an adviser has been within businesses that combine tax and accounting services with wealth advice. He gives expert advice in superannuation, retirement planning, self-managed superannuation and wealth creation. Typical clients Panu works with include younger people looking to build wealth, people approaching retirement, people that have already retired and self-employed people (i.e. farmers) selling assets.

To provide financial planning advice, we must hold a financial planning license. We’ve obtained our license through Lifespan Financial Planning. Lifespan are not owned by any bank or fund manage. This associate provides us flexibility and autonomy to manage our business in an open and transparent manner and allows us to recommend a broad range of financial planning solutions to our clients.