Meet our Team
Matthew Illana
Matthew Illana has worked in Financial Services for 18 years, starting his career in Business Banking before moving into Financial Planning in 2006. Matt commenced within client services, then moved into para planning before his first role as a financial adviser in 2008 with a major bank. Since then, Matt has worked in various boutique financial planning businesses as a senior financial adviser before commencing his own financial planning practice, MJI Wealth Management in 2017. MJI Wealth Management is part of a broader network of like-minded professionals which encompasses tax and accounting, mortgage broking and estate planning to ensure total financial solutions for all clients thus providing peace of mind.
Matt provides advice to clients in all areas of financial planning including risk protection, wealth creation, superannuation, SMSF, retirement planning, Centrelink, estate planning, cash flow analysis and goal setting. Matt strongly believes in building long- term personalised relationships with all clients so he can better understand what is important to them.
Everyone’s goals and objectives are different, and there is no ‘one size fits all’ approach. Matt understands what may be important to one client might not be important to another. Matt will formulate specific strategies and then tailor a financial plan exclusively to each individual client’s needs, enabling them to achieve the specified outcomes they desire.
Matt holds a Bachelor of Banking and International Finance from Flinders University (2005), a Post Graduate Diploma of Financial Planning through FINSIA (2008) and he has attained specialist knowledge accreditation in Derivatives (2008) and Self Managed Superannuation Funds (2013) through KAPLAN.
Matt married his wife Sharleene in 2016 and has a young family. They love travelling overseas, experiencing different cultures and were even married in a small town in Spain where his father was born.
Abby Nagorcka
Associate Adviser
Abby joined Matt’s team in 2021 and has 5 years experience within the Financial Planning industry. Abby worked previously as a Client Services Officer for Matt but has now moved into an Associate Adviser role to help support Matt and the businesses clients more closely.
Abby has completed a Diploma of Financial Planning and is currently completing a Commerce Degree majoring in Finance and Financial Planning at Deakin University.
Abby can be contacted by phone on 0481 764 601, or by email at abby@mjiwealth.com.au
Zoe Paech
Client Services Manager
Zoe joined the team in 2024 as Client Services Manager to oversee workflow and keep the practice running efficiently. She has over 8 years’ experience in the financial planning industry.
Zoe is responsible for providing ongoing support to our clients and ensuring advice provided is accurately and efficiently implemented.
Zoe can be contacted by phone on 0424 801 816, or by email at info@mjiwealth.com.au
Sarah Murray
Client Services Officer
Sarah joined our team in 2022 as a Client Service Officer. Sarah holds a Bachelor of Commerce and Business and a Diploma of Project Management and has worked in various finance roles and is new to Financial Planning.
Behind the scenes, Sarah performs a key role in ensuring MJI Wealth Management runs smoothly and maintains its focus on exceptional client service and outcomes.
Sarah can be contacted by phone on 0438 996 098, or by email at services@mjiwealth.com.au
Working Days: Tuesday, Wednesday, Thursday