Juanita began working at Hudson in 2000 as a Financial Adviser. Prior to this Juanita worked for WB Financial Management, the National Australia Bank and Suncorp. Juanita still has fond memories of so many of her members back 20 years ago and has often checked in with the other advisers on their financial journey.

In 2004 Juanita left Hudson to bring up her four children, but stayed on at Hudson on the Board of Directors. In 2017, the opportunity to become Director/Secretary was there and fast forward to the beginning of 2020 and Juanita is now the Managing Director at Hudson. The most satisfying aspect of this change is the ability to be back involved with decisions effecting Hudson’s clients and decisions effecting the staff, some of whom Juanita has known almost 20 years. It is a challenging time in the financial planning industry with so many legislative changes and consequent changes taking place. Juanita is grateful for her amazing team by her side supporting each other navigating not only industry changes but market and economic changes in the post COVID environment.

Kris Wrenn has been an adviser at Hudson for the last 10 years. He is now one of our senior investment advisers and has also taken on the role at Hudson as our Chief Financial Officer. Kris completed a degree in Economics at the University of Surrey in the UK but has lived in Australia for the last 15 years. He has enhanced his studies in Australia by completing his post graduate in Financial Planning. Being half Australian and half English Kris can offer a perspective on living internationally and investing across borders. 

A good financial planner will consider your lifestyle goals and values before devising the most suitable plan. Kris takes a genuine interest in his clients, focusing on the individual needs and wants, and then uses his knowledge and expertise to design an effective plan. Kris has experience across all aspects of Financial Planning, property, shares, managed investments, cash flows, risk protection and retirement planning. Anyone who has spoken to Kris will be aware of the ‘bucket strategy’ that Hudson model retirement plans on. Kris is known for his attention to detail and his caring manner.

Matt has been with Hudson for 21 years and is also the longest standing Hudson member! With that comes a wealth of expertise working with clients and he prides himself in providing excellence in service. He works diligently to make sure clients are kept up to date with their adviser in all aspects of their finance, superannuation and insurance needs. When you meet Matt you are greeted with a friendly professional who is at the forefront of our company and who is the project manager for any new initiatives, while also running the day to day operations.

Ivan has been an Adviser with Hudson for over 15 years and is one of our most senior and technical advisers.

Prior to his time at Hudson, Ivan spent his entire working career in the field of finance including prominent Corporate Treasuries and Trustee Companies, including 4 years  with National Custodian Services as head of Investment Compliance for some of Australians largest Superannuation funds (including some of the Industry funds).

Since making the conscious decision to switch from Business Financial Management to Personal Financial Management over 20 years ago Ivan has been advising a diverse rage of clients from self employed professionals to farmers and wage earners to Retirees.   Ivan is passionate about wealth education and ensuring clients are appropriately informed when making financial decisions.   He takes the time to understand your goals and objectives especially when it comes to transitioning into retirement. Ivan has been responsible for the vast majority of retirement strategies that Hudson has implemented over the years.Through his education and experiences with dealing with Banks, Super Funds, Fund Managers, Accountants, and his many clients, Ivan has a very broad and diverse range of knowledge to draw from. This enables Ivan to keep an open mind when approaching financial decisions and to explore all possible scenarios when advising on your best course of action.

Michal has been with Hudson for 17 years and balances working full time with raising her three beautiful daughters. Prior to Hudson, Michal gained six years industry experience working in smaller, more traditional financial planning and accounting firms. The attraction to join Hudson Financial Planning all those years ago was largely due to the scope of Hudson membership, the variety of the members and the services that could be provided.

Michal gains significant satisfaction from identifying opportunities in members’ portfolios and working closely with them to achieve rewarding outcomes in all facets.  Creating a better financial position for the client is the goal and nothing is sweeter than outperforming expectations!

Personally, Michal has investment experience in buying and selling property, direct shares and managed funds and would classify herself as a typical buy and hold investor. Hudson Financial Planning’s unique platform and investment philosophy are a great fit.
View Michal’s profile on LinkedIn.

Aaron has worked in the financial services industry for 6 years.  Aaron commenced his professional career working for a privately owned financial planning firm for 4 years where he found his passion for working with hundreds of clients to help them achieve their financial and lifestyle goals.  Aaron then took on an opportunity to work for one of the big four banks, where he was able to strengthen his technical and compliance skills to ensure the advice was in his customers best interest. He was largely responsible for looking after retail customers and providing strategies on how to create and protect their wealth.

Aaron has enjoyed having a positive influence on his clients and takes pride in knowing he his devising a strategy based on their personal financial needs.  Aaron has provided advice in a variety of areas such as property, SMSF, personal insurance, investments, superannuation, cash flow & debt management and retirement planning.

Aaron has recently joined the Hudson team and is excited to impart his knowledge and skills and contribute to the positive team culture that is Hudson Financial Planning.

Melissa commenced her Career in Financial Planning industry in 1998 and since this time has seen the industry go through many changes for the better.   Her passion is providing quality advice to “make a difference “.  To date this has been her key aim in everything she undertakes and subsequently is her career highlight to date, whether this is the form of technical support, business operations or at the forefront of providing advice to clients.  

Melissa is in a unique position whereby she has a strong understanding of the industry from an administration, para-planning, technical/strategic support, compliance and operational point of view.  

Melissa is a new recruit to the Hudson team and is looking forward to “making a difference” to the Hudson team and Hudson Clients going forward.

Katie works as the Paraplanner for Hudson Financial Planning, having previously worked for Qld Government Departments over the past 14 years including the Nominal Defendant, and Queensland Health.

After working with Aussie Home Loans for more than 3 years, Heather has joined the Hudson Finance Team. Heather has come on board to help support the Hudson Finance Brokers and their clients through the home loan applications process. From the initial inquiry through to settlement Heather will be there to guide you. Having previous experience, with over 20 different lenders, Heather brings a wealth of knowledge to the brokering team. Before joining the finance industry Heather worked at Qantas Airways for 21 years in people and customer management where customer service became a passion. Although originally from Sydney Heather has a soft spot for the Broncos but will always be a Blues supporter.

Matthew joined the Hudson Institute in 2007 after spending the previous 10 years in the banking and finance sector. The first seven of these years were spent working for the Bank of Qld in a variety of roles from Branch Supervisor to Assistant Manager, before eventually moving into the field of mortgage broking. It was the opportunity to be able to get access to a wider array of products, interest rates and credit policies for clients that was the driving force behind his move into this field. He is working in collaboration with Hudson through Insider Finance.

Since then Matthew has written in excess of $350m in lending with over 20 different lending institutions and has spread his expertise across a wide range of lending, including residential lending specialising in off the plan purchases, home upgrades, construction, and borrowing for share investment. In addition business/commercial lending, leasing, debtor financing and reverse mortgages make up Matthew’s areas of expertise.

Matthew loves the opportunity to deal with such a diverse range of clients from all over Australia and the multitude of scenarios that he is presented with here at The Hudson Institute. He has been part of the Mortgage Professionals Association of Australia (MPA) Top 100 list for the last two years and a finalist in the Loan Writer of the Year over the same period within the Australian Finance Group.

To learn more about Matt please visit his LinkedIn profile

Michael Taylor is General Manager of Specific Property and has worked with Hudson over the past 5 years to assist clients, their friends and family with their property needs. Michael joined his father, Terry Taylor, whom some of you may know back in 2016. Michael’s goal is to help educate clients on market movements and more importantly what to look out for in a good property.

Michael has always had an understanding and passion for property. This has been honed further living and working with Terry, a 30 year industry veteran, and through his own experience having purchased multiple family homes, subdivided and developed his own property and property investment. He is focussed on listening to client needs then applying those specific requirements in the search for a suitable property. Whether that be their first home, a future home to upgrade or downsize lifestyle or a quality investment property.

An area that sets Michael apart from many others in the industry is his relentless focus on a property’s ‘liveability’. It doesn’t matter whether that property is for your own home, future home or an investment property, every residential property needs to function as a home. This will ensure the greatest potential for future capital and rental growth.

Michael works across new, off-the-plan and established property. Each having their own specific features and benefits. He can work with you to understand what might suit your needs best.