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2M Financial Group

Suite 2, 6-7 Gurrigal Street, Mosman, NSW, 2088

phone 1300 792 818

With over 40 years combined experience, 2M prides itself on providing high quality, appropriate & tailored advice to all clients. Whether you are looking to ensure that you have the right insurance cover or super in place, or want to look at retirement planning, 2M can help!

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Our team

Jon Francis
Financial Planner

Jon started his career in the Financial Services industry in December 1997 and has been a planner with PATRON since March 2008. Since 1997 he has worked solely as a Financial Planner & now has a considerable client base of wealth accumulators & pre-retirees advising clients on personal insurance, investments, superannuation & retirement strategies. Jon prides himself on providing excellent customer service.

Geoff Maunsell
Financial Planner

Geoff has over 25 years experience in the Financial Services Industry. He previously worked as an Insurance underwriter amd product analyst in both the Australian retail and wholesale insurance markets, giving him unique insight into the personal insurance market. Since 1998, Geoff has operated his own business specialising in personal insurance where he provides tailored solutions to match the needs of his clients with the appropriate mix of Life, Trauma, Income Protection and Total and Permanent Disablement insurance.

Andrew Yeates
Financial Planner

Andrew commenced his career in the financial services industry in 2007. Initially working as a Senior Adviser at a large CBD Financial Planning firm, for the past three years he has specialised in providing structured investment advice to a broad range of clients to assist them to build wealth in a tax effective manner. Andrew is passionate about helping people build and protect their wealth through the use of sound financial strategies.