Our Team
Simone McMullin
Practise Manager – Principal
With an extensive career in the financial services industry spanning over 20 years, Simone brings a wealth of experience working with both large corporations and boutique firms. She is known for building long-standing client relationships and is a trusted adviser to her loyal clients. As the Practice Manager, she leads, coaches, and develops a team of advisers and private wealth associates, always with a focus on delivering exceptional client service. Simone also serves as the Responsible Manager for the Annex Wealth licence, inspiring teamwork and a culture of continuous improvement.
Simone has completed a Bachelor of Arts (Honours) at the University of Melbourne, followed by a Graduate Diploma of Financial Planning (SIA). In more recent years, Simone completed the coursework required to receive the designation of Certified Financial Planner.
Personal Interests: Enjoys quality time with her family, reading a good book, and listening to podcasts.
Peter Matthews
Private Wealth Manager – Principal
Peter has been guiding clients as a financial planner since 2006. His background spans boutique financial planning practices and large corporates, where his coaching style, rooted in education, shines through. Peter specialises in helping clients prepare for retirement, whether through planned business sales or pre-retirement investment and superannuation strategies. He finds great satisfaction in supporting clients through major life transitions and has considerable experience advising high-net-worth clients on complex financial matters.
Peter has an Advanced Diploma of Financial Planning, as well as a Bachelor of Business (Management) and Bachelor of Education (Honours) degrees.
Personal Interests: Passionate about surfing, camping, and cheering on the Hawks with his son.
Lindsay Felsenthal
Private Wealth Manager – Principal
Lindsay’s financial services journey began in 2007, encompassing roles in boutique accounting firms and the banking sector. He is highly experienced in advising both corporate clients and high-net-worth individuals, guiding them through important milestones and developing strategies that align with their goals. Lindsay takes pride in crafting investment solutions that address what matters most to his clients.
Lindsay has a Bachelor of Commerce degree with majors in Finance and Financial Planning. Lindsay is a Certified Financial Planner (CFP) and a member of the Financial Planning Association of Australia (FPA).
Personal Interests: A dedicated father of two young children, Lindsay also enjoys the occasional round of golf and supports the Essendon Bombers.
Mark Rowell
Private Wealth Manager – Principal
Mark has built a successful career in the financial services industry since 2009, placing his clients’ needs at the heart of his work. He brings a broad range of advisory skills, and finds it most rewarding to help clients achieve lifelong aspirations. Mark has extensive experience advising high-net-worth clients and navigating complex financial structures.
As an accredited SMSF Specialist Adviser, Mark emphasises the importance of educating SMSF investors on their responsibilities as trustees. He supports his clients by crafting long-term, goals-based investment strategies that prioritise transparency – an essential mandate for SMSF investors.
Mark holds a Bachelor of Commerce (Economics and Finance) degree and a Diploma of Financial Services. Mark also completed the SMSF Specialist Advisor (SSA) Program in 2018 via the SMSF Association.
Personal Interests: Enjoys sharing meals with family and friends, visiting local markets, and supporting the West Coast Eagles.
Mark Doubleday
Private Wealth Manager
With over 20 years’ experience in financial services, Mark is dedicated to helping clients achieve their most important life goals. He believes that careful planning, dedication, and sound decision-making are essential for sustained success. Known for his ability to simplify complex financial strategies, Mark empowers clients to navigate their financial future with confidence.
Mark holds a Bachelor of Science with a major in Business from Louisiana Tech University (USA) and a Diploma of Financial Services.
Personal Interests: A former Olympian (1996 Atlanta Games, Baseball), Mark now spends weekends supporting his son’s love of the round ball game.
Jarred Boniek
Private Wealth Associate
Jarred’s educational background in business and accounting, coupled with his experience in both small firms and large corporations, equips him with the technical expertise to enhance client strategies.
His expertise spans across insurance, estate planning, superannuation, portfolio construction, and self-managed super funds. Jarred is a valuable asset to the Annex Wealth team, contributing to the development of tailored client strategies.
Jarred holds a Bachelor’s degree in Accounting and a Master of Financial Planning.
Personal Interests: Enjoys going to the gym, playing mahjong, and discovering Melbourne’s diverse restaurant scene.
Megan Connolly
Business Operations Manager
Megan has a comprehensive background in financial services, having worked as an Associate Adviser, Financial Planner, and now as an Operations Manager. Her experience spans both private firms and large corporates, with a client-centric approach that drives the team’s focus on meeting clients’ needs. Megan excels in rallying the team to deliver outstanding service.
Megan holds a Graduate Diploma of Applied Finance (Financial Planning), a Diploma of Lending and is working towards her Masters of Financial Planning at present.
Personal Interests: A mother of two young children (ages 9 and 7), Megan is actively involved in their school and extracurricular activities. She also enjoys travelling, outdoor adventures, spending time with extended family and friends, and relaxing with an uplifting TV series or a good book.
Thao Dinh
Private Wealth Associate
Thao plays a crucial role at Annex Wealth, overseeing the implementation of clients’ financial strategies. Her background in customer service within the banking sector has shaped her commitment to delivering exceptional client outcomes. With over a decade of experience supporting financial advisers as an Associate, Thao takes pride in helping clients achieve their financial goals. She has built long-lasting relationships based on mutual respect and trust, fostering strong connections throughout her career.
Thao holds a Bachelor of Business in Marketing and has passed the FASEA Adviser Exam.
Personal Interests: A self-proclaimed foodie who enjoys exploring new cuisines in Melbourne, she aspires to travel and see the wonders of the world.
Anna Le
Financial Planning Assistant
Anna started her career in financial planning in 2024, driven by her passion for improving people’s lives through sound financial advice. She holds a Bachelor of Business with a major in Financial Planning and is dedicated to ensuring the best outcomes for clients in every situation. Anna plays an integral role in delivering ongoing services and bringing clients’ financial plans to life.
Personal Interests: Loves the outdoors and enjoys exploring the natural beauty of Victoria.
Our why
My wife and I started with Simone 15 years ago. We were new parents and wanted to make sure our families future was going to be solid & stable. Simone has exceeded far and beyond what we could ever have asked for. Simone's ability to understand people, their needs and what they require for their future goals is outstanding and is the reason we still have all our finances in her hands today. Simone is an exceptional financial advisor that truly cares and has the very best interest of her clients at heart
We sold our property portfolio, and this was a big move for us. As we moved into a new diversified portfolio his work made us feel comfortable, and built trust on our part. He led us through a sensitive rebalancing and closer scrutiny of performance, and that pleased us while we came to grips with our changed circumstances. We can easily see that Mark took a good reading of our sensitivities.
His understanding of my rather complex financial situation is exemplary, and he has helped me to re-construct a sound portfolio to assist me into my retirement. Lindsay has also helped me enormously with issues that are outside his job description but have a direct bearing on my financial stability. I have no hesitation in recommending his services with complete trust and I look forward to a continued financial relationship with him.
For me, fundamental to the success of our relationship is trust – and it is essential that this be two-way. Mark understands every aspect of my financial position and my trust in the advice I am given is unequivocal. Annex Wealth works together with my accountant and my solicitor as a single team to ensure that I am receiving holistic advice. The willingness and the ability to work with multiple independent parties provides me with the comfort of knowing that my financial future is secure.
We had a very honest review by a finance professional. He came to see us, probably spent most of the day with us – listening. There was a staggering amount of grunt work involved in setting it up – thanks Peter - almost refreshed our faith in humankind!