Belinda Lundberg is a Senior Financial Adviser with over 15 years experience in financial planning. At age 24 Belinda was the youngest person ever to be appointed as a Certified Financial Planner, being the highest recognised designation in the industry. She also has a Diploma in Financial Planning and a Bachelor of Business Degree in Financial Planning.
Belinda joined her father’s financial planning practice, Investwell Australia, in 1994. After discovering her passion for helping clients to achieve their goals, Belinda undertook the journey of developing her career in financial planning. She played an integral role in the development and client management of her father’s business and is now realising her dream of building a unique and successful business of her own. Belinda takes great pride in ensuring her clients receive the personalised service they deserve.
Belinda is responsible for identifying opportunities and developing strategies for our clients. As a Director of Next Level Financial Services she also has the joint responsibility of ensuring the business continues to evolve to the ‘next level’.
Belinda married Craig in 2002. Together with their daughter Ebony, they enjoy traveling and socialising with family, friends and associates.
Belinda@nextlevelfinancial.com.au
Mark Godfrey is a Senior Financial Adviser with extensive domestic and international experience in financial services specialising in superannuation, investments, tax effective investment, risk insurance, asset protection and estate planning. His relevant qualifications are a Bachelor of Commerce degree and a Diploma in Financial Planning. He has also completed a Master of Business Administration.
Mark actively advises Next Level’s clients to assist them in identifying opportunities and strategies to maximise their wealth. He is involved in all aspects of our relationship with clients from the first meeting to the implementation of the financial strategy through to ongoing review and fine tuning of investment portfolios. As a co-owner and Director, Mark also works on Next Level’s strategic direction and his responsibilities extend to marketing Next Level’s services to new clients as well as developing business partnerships with other professional services firms.
Away from work Mark is a committed father, who long ago gave up believing that he could outsmart his young daughter. He also has a wide range of sporting interests and his mood of a Monday morning can often be traced to North Melbourne’s performance on the preceding weekend.
Mark@nextlevelfinancial.com.au
Katie Molloy joined Next Level Financial Services as Client Services Manager in May 2008. You will be greeted by Katie’s warm and friendly manner and she will always assist you with great pleasure.
Katie is responsible for providing support to the Advisers and assisting our clients in the day to day management of their financial affairs.
She completed a Bachelor of Commerce/Arts at Deakin University in 2006 and is now completing the Diploma of Financial Services (Financial Planning).
Away from work Katie enjoys watching movies and spending time with friends and family.
Katie@nextlevelfinancial.com.au
Craig Jago is our in-house Finance Consultant. We will refer you to Craig for advice and assistance on all loan matters; whether it is your home, investment property, shares, motor vehicle or business loan, Craig can provide you with the most cost effective lender and structure that is right for you.
His experience in financial services extends over 10 years; having worked in a variety of roles within financial planning businesses prior to realising ‘finance’ is his passion. This knowledge and experience enables him to better assist you in understanding your needs and providing the right product and advice for you.
Away from work Craig enjoys the challenge of property development, cycling, spending quality time with his family and on the odd occasion watching his beloved 'cats'!!
Craig@nextlevelfinancial.com.au
