better advice... smarter financial decisions

About Us

Our Mission

To provide retirees and those planning retirement with the peace of mind that comes from knowing that they are financially secure and able to afford the things they dream of. 

Our Vision

To be the Financial Adviser of choice to retirees and pre-retirees in the Albury Wodonga region.

Our Team

Simon Barlow
Director

Married to Nicole with four teenage sons and a Groodle named Kodi. I love what I do and that is to help people manage their finances and achieve their goals. Every day is exciting as we face new challenges both personally and professionally and the thrill of trying to solve them in the best possible way is what makes me come back each day! Meeting new people and listening to their stories is what exhilarates me so feel free to engage with us and see if we can assist you to reach your goals, whatever they may be! When I am not working, I am with my partner, Nicole and our four teenage sons. Following them in their sporting endeavours and walking our Groodle, Kodi, seems to fill most of my time outside of the office.

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Georgie Phillips
Director

Georgie’s career in the Financial Planning industry began in the late 1990’s and has seen her move up through ranks from Paraplanner, Adviser, obtaining her CFP before starting her own business on her return to Albury in 2008. Helping people with their financial goals has always been front and centre with Georgie and a short stint away from the industry made her realise that this is the industry that she loves and is passionate about. This then resulted in her joining forces with Simon and the subsequent purchase of Armstrongs Financial Advisers was inevitable. Married to Adam with two young children, Archie and Ruby, Georgie has a love of cooking, singing and travelling.

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Greg Murdoch
Dip FS(FP)

Greg joined Armstrongs as an adviser in August 2014 following a career as a financial planner for the National Australia Bank. Greg is married to Sheryl and is a member of a local Apex Club. In his spare time Greg enjoys riding his motorbike and fishing.

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Jodie Lee
BBus (Fin/Acc), AdvDip FP

Jodie joined Armstrongs in February 2017 as a Client Service Manager and has now moved into the role of paraplanner. Jodie has extensive experience in financial planning having commenced her career with the Commonwealth Bank in 2000 and has worked in private practices in Albury/Wodonga since 2004. Her family and friends give her a hard time for being super organised, as she is very big on 'planning for things' - she likes to just get it done and get it done right. When she’s not at work, Jodie and her husband Jason, have two active children, Harris & Charlotte, who keep them busy with their sporting commitments. Jodie loves having fun and laughing, and spends a lot of time travelling or dreaming about travelling.

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Scott Clayton
CFP, JP

Scott commenced with Armstrongs in February 2015 as a Client Service Manager. Scott has extensive financial planning experience having started his career in 2001 and is a Certified Financial Planner (2010). Prior to commencing his financial planning career Scott worked at Centrelink and during this time he gained invaluable knowledge and experience for his current role. Scott is married to Jill and has two children and enjoys playing cricket and umpiring football.

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Tania Mace
Client Services Manager

Tania has recently joined Armstrong’s as a Client Service Manager, after working for Nab and Commonwealth Financial Planning for the past 12 years. Tania is a member of a local Rotary Club and volunteers for numerous charities, and enjoys spending time with family and friends.

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Lisa Bandsma
Practice Administrator

Lisa initially joined Barlow Financial Planning in 2016, and made the move over to Armstrongs with Simon & Georgie. Lisa has taken over the Practice Administrator role at Armstrongs, and is enjoying getting to know clients, and keeping the office running smoothly. When not at work, Lisa and her husband Siert, have three children, Savannah, Ari & Nicholas, who keep them very busy with all their activities. Lisa loves relaxing and having fun at home with her family and friends.

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