Shannon Cramer

Shannon graduated from Monash University and began his career in the financial services sector as an adviser in 2010. He soon expanded his interests in the industry and gained experience across both the lending and real estate sectors.

Shannon brings with him a wealth of knowledge and has managed multiple businesses across Australia, including leading and developing teams of Financial Planners and Finance Brokers. He is also the general manger of a distribution business managing a team of 40 staff across the country.

Shannon enjoys travelling, spending time with his family and young daughters, staying active and healthy and avidly following the Essendon Bombers.

Shannon and the ActOn Wealth team were recommended to me by my brother who Shannon also recently assisted with the purchase of his property. As someone who had no idea what the process would involve, I found Shannon to be extremely informative and patient in explaining things to me at each stage. From pre-approval all the way through to the settlement of my property, Shannon went above and beyond to ensure that each stage flowed easily.

- Kate

DIRECTOR

 

DIRECTOR

Alex Bernshteyn

 

After completing his Bachelor of Commerce (Major in Finance) back in 2008, Alex commenced working in the Financial Planning industry whilst pursuing further studies in the field. He has also completed a Diploma in Finance and in real estate. Alex has gained much experience in providing holistic client advice whilst incorporating his lending, real estate and financial planning skills.

Alex has managed several successful financial planning firms during his career and has gained an abundance of knowledge and experience in the field. Alex takes pride in providing excellent customer service and building strong long-term relationships with his clients. He is dedicated to helping his clients with accomplishing their goals and achieving superior outcomes.

In his spare time, Alex enjoys spending time with his family and sharing many laughs and giggles with his little boy.

Trust is such an important factor in this area and having worked with Blyth and Alex for many years we have that here. We have an investment strategy and have been able to achieve major goals like realising our dream of building our business and home.

- Amanda

 
 

Blyth Staley

Starting out in financial services in 2009 after graduating from Monash University and spending time travelling, Blyth immediately gravitated toward the advice path. Sitting down and gaining a better understanding of someone on a personal level is what he loves to do.

Having worked in financial services now for over a decade, what Blyth values the most is his long-term client relationships. “Being able to connect with someone and understand their financial situation is much more than just understanding the numbers”.

Blyth is a long-suffering Melbourne Demons supporter and avid Joe Rogan listener. His spare time is spent at the archery range or running trails with his beloved dog Roy.

 

We first met Blyth a few years ago when we were clueless about our financial plans for the future and how these decisions impact our future. Being young and both working full time we though that it meant that we didn't need to think much about our retirement plan and where we can invest our time and money. In just one meeting, Blyth not only gave us a clear path but peace of mind, it was then we decided that he was our guy!

- Ledia

SENIOR FINANCIAL ADVISER / PARTNER

SENIOR FINANCIAL

ADVISER

Thomas Daykin 

With a heavy focus on goals-based strategy, Tom's aim is to develop long-lasting relationships with his clients that not only addresses their finances, but also their lifestyle goals.

His approach to financial planning is holistic, ensuring that all of his client’s needs are met and that all areas of their finances are working together. This commitment has resulted in Tom previously being recognised at the AFA industry awards event of 2018.

Tom’s holistic approach extends into his personal life where he can be found watching and following about as much sport as he possibly can. From a typical Melbourne-based AFL fanatic, to the obscurity of once captaining the Australian Junior Curling Team, he'll seemingly try it all. 

I have been working with Thomas for a long time now and he is amazing. Nothing is too much trouble. I ask a lot of questions and Thomas is always easy to contact and is extremely helpful. He makes things easy for me to understand and always takes the time i need to make sure i have a full understanding of what i am doing with my finances, I would be lost with out his advice.

- Robyn

 

Matthew Jacobson 

Matt has been working in Financial Services since 2010, starting out in Asset & Equipment Finance after completing a Bachelor of Commerce. From here he moved into Financial Planning and really found his passion.

 

Matt puts a big emphasis on education and loves furthering his knowledge and skills, having completed a Cert IV and Diploma of Finance and Mortgage Broking, and most recently a Masters in Financial Planning.

 

While being very strategy focused, what Matt enjoys most is creating close relationships with his clients and being there through the different stages of their financial journeys.

 

When he’s not in the office, you’ll probably find Matt at the cinema, catching up with mates, or at the gym enjoying his hobby of Muay Thai Kick Boxing.

Matt & Blyth were fantastic in organising our finances! Very easy to deal with, open and honest. I am the type of person that needs a gentle push from time to time to get things done and these guys made sure things progressed in a timely manner.

- Omer

SENIOR FINANCIAL

ADVISER

 
 12/37-39 Albert Road Melbourne VIC 3004
 13000 ACTON
(03) 8692 6959
contactus@actonwealth.com.au 
ActOn Wealth is a privately owned boutique financial planning firm. Our number one focus is our clients.
We strive to provide an exceptional service to help you achieve financial security and prosperity.
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© Copyright ActOn Wealth 2019. | All Rights Reserved. ABN: 56 619 492 974 Corporate Authorised Representative of National Planning Partners Pty Ltd ABN 25 620 741 326 (Representative No. 1270401) Australian Financial Services License 503734.  Squared Home Loans Pty Ltd ACN 162 675 050, Credit Representative 436415 is authorised under Australian Credit Licence 384704.
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