PROFESSIONAL TEAM
The Advice Team
Murray is a practising Certified Financial Planner and has been an Adviser since 1989.
Murray was one of the founding Directors and major shareholder of WB Financial Group from 1995 to 2016. He is a member of the Financial Advice Association Australia (FAAA)
Murray has served as a Director on Boards of various Financial Services Companies over his career. He currently serves as Chairman and Director of the Future Gen Group of Companies.
Murray remains passionate about assisting Clients in uncertain times. Outside interests include rowing, golf and ocean swimming.
Tom is a Director and Financial Adviser at Future Gen Solutions, having worked in the profession since 2011. Tom’s focus is on building trusted long term relationships with his clients to help them grow, protect and manage their wealth while enjoying the journey along the way.
Tom holds a Bachelor of Commerce, Bachelor of Economics, an Advanced Diploma in Financial Planning, Certificate IV in Finance and Mortgage Broking and is a member of the Financial Advice Association Australia (FAAA).
Outside of the office, Tom can be found making the most of the pristine South East Queensland coastline or exploring the outdoors.
Jeremy Bogovac found his passion for financial advice after transitioning from an engineering & management role. His ability to engage with clients at all stages of life has led him to pursue and complete a Graduate Diploma in Financial Planning.
Jeremy is a Financial Planner AFP® member of the Financial Advice Association Australia (FAAA) and an SMSF Association SMSF Specialist Advisor (SSA®). He is committed to maintaining the highest professional standards when helping clients achieve their financial goals and dreams. With a focus on learning, he consistently stays ahead in the field of financial planning, ensuring that he delivers unparalleled service to our clients.
Outside of work, Jeremy is an eager tennis player and loves to dabble in a slow Sunday morning swim. He enjoys a weekend brunch with friends and can reliably be found enjoying a piece of cake in his downtime.
The Delivery Team
Nicola has worked in financial planning since 2010.She finds meaning in helping clients realise their goals; from wealth creation to retirement, a green/sea change, or providing support in the tough times.
As Nicola’s expertise has developed, her role has evolved into the compliance and corporate governance side of the business. She works as a Responsible Manager for our AFSL and as the Manager of our Delivery Team, developing and implementing advice outcomes for our clients.
On weekends Nicola can often be found enjoying picnics on the bayside with her family and friends.
Luca is a recent graduate of the University of Queensland having completed double degrees in Commerce and Economics. Luca has joined Future Gen as an Administrative Assistant, commencing his career in Financial Planning.
Outside of work, Luca enjoys rock climbing, his second passion of working on his car and skateboarding with his friends.
Tram is a dedicated paraplanner who thrives on analysing client data, conducting product research, and optimizing financial positions to bridge the gap between clients and their financial goals. Since starting his career in July 2019, Tram has been committed to providing top-notch financial planning support.
With a Diploma of Financial Planning (RG146), Tram has honed his skills in producing advice documents that range from simple to complex, incorporating various strategies such as superannuation (including SMSF), insurance, investments, and retirement planning.
Tram was nominated as a finalist for the 2022 Paraplanner of the Year award at Virtual Business Partners (VBP).
Outside of work, Tram enjoys spending his time playing video games, going for long bike rides, and playing with his dog.
Anna holds a Bachelor of Elementary Education and although an educator by training, has worked in client services for over ten years. Anna’s passionate about working with people. Anna is married and enjoys travelling.
Warm’s background has been in banking services. Warm holds a Bachelor of Business Administration and has always enjoyed working in financial services. Warm’s passion is assisting people to achieve financial freedom. In her spare time, Warm is a beach goer.
Jessica began her career in financial planning in 2007. In 2016 Jessica joined the Future Gen Solutions team as the Business and Licensee Services Coordinator. With her background in Paraplanning and Client Service she is able to provide strong support to the business and advice team.
Jessica spent 4 years working in Vancouver, Canada; while there Jessica enjoyed travelling around the country, even coming face to face with a polar bear. After settling back into life in Australia, Jessica enjoys spending time with her friends and family.
