Our Team

Our Team at Future Gen Solutions
Led by Murray Wilkinson, our team of talented professionals are dedicated to providing exceptional service.

Murray has been an Adviser in the Financial Services Industry since 1989. His specialty is providing holistic advice on wealth management, cash flow management, investment and superannuation strategies and business succession strategies.

Murray was one of the founding Directors and major shareholder of WB Financial Management in March 1996. Murray worked with the Adviser recruitment program to bring independently owned adviser businesses in to the WB Group.

Murray is a practising Certified Financial Planner and works actively with clients on a daily basis alongside members of his team. He holds a Bachelor of Arts from the University of New South Wales, Bachelor of Economics from Queensland University and a Diploma in Financial Planning. He is also a member of the Financial Planning Association of Australia.  Murray has served previously as Chairman of Australian Super Manager (a Superannuation Administration company), served as Chairman of the WB Investment Committee from 1996 to 2013, served as Chairman of the Agentia Asset Allocation Committee from 2013 – 2015, and served as Responsible Manager WB Credit from 2009 – 2015. Murray served as a director of WB Financial Management from 1995-2017 inclusive and was Responsible Manager for the Australian Financial Services Licence held by WB Financial from 1996 – 2013.

Currently, Murray devotes his time and efforts developing the unique client proposition that Future Gen provides in the marketplace, while mentoring younger advisers.

“If you put the right structures in place the right behaviours will soon follow.”

Murray Wilkinson

Murray Wilkinson

Director and Authorised Representative

BA | BEs | Dip FP | CFP

View our Team Profiles

Nicola Welch

Financial Adviser
B.Econ (University of Queensland), Adv.Dip.FP (Kaplan Professional Education)

Nicola is an Authorised Representative of Future Gen Wealth and has been working in Financial Planning since 2010. Nicola is a CERTIFIED FINANCIAL PLANNER® and is committed to adhering to the Financial Planning Association of Australia’s comprehensive set of ethical principles and practice standards.

Nicola is passionate about assisting clients to achieve their financial and lifestyle goals, while bringing control to their situation. She enjoys building long term relationships with clients and has learned that no client’s journey is ever a straight line. It’s the life changes that keep the role interesting.

Nicola’s other interests include her active gym membership, book club, travel and spending time with her friends and family. Her holiday time is not wasted as she loves to explore local and foreign destinations.

Roy Wang

BEc MBus(AppFin/Prof/Acctg), DipFP, AdvDipFP

Roy has been a part of the team since 2013 establishing himself as a reliable team member responsible for client services and paraplanning.

Roy completed a Master of Applied Finance and Professional Accounting in 2012 and the Diploma of Financial Planning in 2016.  Roy is an accredited CPA Australia member and has attained his Authorised Representative status in 2018.

Originally from ShenZhen, China, Roy speaks three languages; Cantonese, Mandarin and English.  He is an avid basketball fan and soccer player, supporting his favourite team Arsenal.

Jessica Muston

Business & Licensee Services Coordinator
BBus (Majoring in Financial Planning)

Jessica began her career in financial planning in 2007 after completing a Bachelor of Business with a major in Financial Planning.  In 2016 Jessica joined the Future Gen Solutions team as the Business and Licensee Services Coordinator.  With her background in Paraplanning and Client Service she is able to provide strong support to the business and advice team.

Jessica spent 4 years working in Vancouver, Canada; while there Jessica enjoyed travelling around the country, even coming face to face with a polar bear.  After settling back in to life in Australia, Jessica enjoys spending time with her friends and family.

Shannen Jacobson

Client & Adviser Services Officer
BBus (Majoring in Economics and Finance)

Shannen holds a Bachelor of Business Majoring in Economics and Finance and has previously worked in the Financial Planning industry as an Associate Adviser.  Shannen brings to the team; enthusiasm, a keen interest in the financial planning industry and a passion for helping clients achieve their financial and lifestyle goals.

Shannen uses her spare time catching up with friends and enjoying a pilates class.

Stephen McLay

Client & Adviser Services Officer
BComm (Griffith University)

Joining us at the start of 2018 is Client & Adviser Services Coordinator, Stephen McLay.  Stephen holds a Commerce Degree with First Class Honours with majors in Economics, Finance and Financial Planning. Stephen started his career as a Data Analyst for the Department of Science, Information Technology and Innovation before transitioning into Financial Planning.

Future Gen Solutions Team