Meet the team

PMD Financial Advisers has extensive experience providing clients with a comprehensive financial planning service. Based in the Melbourne CBD, our continued success has been based on ensuring we do the best for our clients by providing personalised service and advice in an easy to understand and professional manner.

Our advisers are highly skilled and experienced, and hold the highest qualifications in the financial planning industry being that of Certified Financial Planners.  PMD is also an FPA Professional Practice, an accreditation that distinguishes the business as a financial planning practice, recognised for impeccable standards.

Importantly, our commitment to professional development ensures the PMD team remains informed and educated on the changing conditions and legislative updates that might impact our clients’ affairs as well as opportunities that may be available to you.
We welcome you to get to know our award-winning team – where we’ve come from, and the important contribution we will make working with you to achieve your financial and lifestyle goals whatever your stage of life.

As a referral built business – Our business continues to grow from client referrals – a strong endorsement of the quality of our service.  If you feel there is someone whom may benefit from an initial discussion with us on how they can best achieve their financial and lifestyle goals, please call us on 03 9824 0001. All client referrals are treated with utmost care and confidentiality.

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Tim Donohue

Authorised Representative of Consultum / Director - Private Client Services

Beginning his professional career as a Certified Practising Accountant at PWC, Tim joined the financial planning industry in 1987. Tim’s area of speciality is providing advice to high income executives, private family businesses, and high net worth investors.

Importantly, Tim’s chartered accounting background combined with his extensive expertise in financial planning means he can offer all clients a complete range of advice to help them achieve their financial and lifestyle goals.

A wonderful endorsement of Tim and the team’s professionalism and expertise was Tim’s ranking as one of Australia’s Top 50 Financial Advisers as released by Barron’s/The Australian.

Download: Tim's Adviser Profile
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James Esselmont

Authorised Representative of Consultum / Director - Private Client Services

James deals with a range of clients, including many successful business owners and high net worth individuals. James started his career in financial services in 1997 and has worked for a range of key financial planning businesses including Outlook Financial Solutions and St Andrews Wealth Management, a subsidiary of Halifax and owned by the Bank of Scotland. James is highly qualified with a Bachelor of Economics degree, an MBA and is a Certified Financial Planner (highest standard in financial advice)

James is passionate about helping his clients to achieve their goals and aspirations through robust holistic financial advice. He believes in maintaining long-term relationships so clients can maximise the benefit of quality advice.

James is married with three young children so his professional golf career is on hold for the time being! He likes to keep fit so he can keep up with the kids and values the importance of family.

Download: James's Adviser Profile
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Roger Ellingworth

Authorised Representative of Consultum / Director Financial Adviser

Roger is a member of the Financial Planning Association of Australia and has been in the financial planning industry since 1983. Roger has predominantly specialised in Retirement Planning. Along with the responsibilities of the strategic direction of the practice and management of staff, Roger's primary role is to assist clients in achieving their financial and lifestyle goals in retirement.

Roger likes to stay fit and participates in yoga regularly.

Download: Roger's Adviser Profile
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Roxy Kruger

Director - Private Client Services

Roxy joined the original business in March 2006 after previously being in the financial services industry for around ten years. Roxy assists the Financial Advisers with the researching, preparation and construction of financial plans, and she has an excellent understanding of each client’s needs and objectives and ultimately, where the funds are invested and how they are managed.

Roxy is the first port of call for many of the administration requirements of our clients, and she has an experienced team assisting her to ensure our clients receive a high quality of service from PMD Financial Advisers.

In her spare time, Roxy loves watching her boys play their team sports, plays tennis herself and continues to improve her bridge game. Being a Grand Master will hopefully one day become a reality!

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Matthew Smith

Authorised Representative of Consultum/Financial Adviser

Matthew has been working in the financial services industry since completing his Bachelor of Commerce in 2011. He initially joined the team as a paraplanner and technical specialist where he was responsible for providing technical support to the financial planning team. Matthew also holds a Diploma of Financial Services (Financial Planning).

Download: Matthew's Adviser Profile
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Josh Parrott

Provisional Authorised Representative of Consultum / Provisional Financial Adviser

Josh is a Provisional Financial Adviser with several years’ experience in the financial advice profession.

He is currently undertaking his ‘Professional Year’ and receiving the mentorship of the PMD Financial Advisers’ senior team.

He holds a Bachelor of Arts/Commerce (majoring in Financial Planning) and has a keen interest in financial markets.

Outside his busy professional life, Josh spends as much time as he can with his young family, and also enjoys hiking in the Victoria alpine region.

Download: Josh's Adviser Profile
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Susan Shaw

Business Development Manager

Susan’s career expertise in financial services covers both corporate/credit banking but also her key area of professional interest, financial services business development and marketing.

The experience and skills she has developed are key to her role at PMD where Susan is responsible for working with the team to develop marketing and business development plans to achieve business growth.

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Louise Jones

Client Services Manager

Louise has been working in the financial services industry for a number of years and during this time, Louise has built up a wealth of knowledge and experience.

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Melinda Smith

Client Services Manager

Melinda is well known to many clients. She has been working in the financial services industry since 1998 and has built up a wealth of knowledge and experience. Melinda applies this knowledge and experience to help coordinate practice staff and planners to provide a high level of service to our clients.

Melinda likes dining out with family and friends in her spare time and also enjoys practising yoga and pilates.

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Alex Cao


Alex is responsible for providing technical support to the Financial Planning team. Since completing his Bachelor of Commerce at Swinburne University, he has been working in financial services and has a great knowledge and passion for the industry. Alex is committed to continuous improvement and is currently completing his Diploma of Financial Planning.

Alex loves watching Manchester United’s games and playing badminton with friends in his free time. Also, he enjoys taking his beautiful dogs out for a walk after work.

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Alannah Crook

Client Service Officer

Alannah has worked in the financial services industry for several years and is currently studying a Bachelor of Business with a major in Financial Planning. The opportunity to meet new people and her enjoyment of face-to-face interactions with clients are key reasons for Alannah to pursue her chosen career path as a financial planner. These skills will be well-used as Alannah works closely with our Adviser team to provide customer service support to PMD clients.

Alannah is a Storm supporter who loves dancing and spending time at home with her cat and dogs.

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Dana Bonnici

Receptionist/Client Service Officer

Dana is starting her professional career after working 7 years in customer-orientated retail roles while completing her Bachelor of Arts degree.

In her spare time, Dana enjoys working alongside publishers to complete book reviews and proofreading.

Many of you will quickly get to know Dana, as she will be calling clients to organise planning meetings on behalf of the Adviser team as well as assisting with many client services activities.