Centric Wealth

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Our Advisers in Melbourne

We have Advisers based in Sydney, Melbourne, Brisbane and Canberra


Jonathan Scholes
Tracey Burns

Andrew Satinover 

Anne Goodrich








Jonathan Scholes

Jonathan has worked in the financial planning industry since 2001, primarily as a financial adviser. Jonathan enjoys helping individuals, families and business professionals manage and improve their financial position by understanding their personal values, goals and lifestyle aspirations. 

Jonathan has experience advising a broad spectrum of clients including young professionals, retirees, high net worth individuals, families, business owners and Not for Profit organisations.

Key Interests
Jonathan is passionate about philanthropy and supports in a professional capacity several organisations dedicated to providing assistance for those most in need. 

Jonathan is married, and loves nothing more than spending time with his wife Kelly, and his two girls, Grace and Matilda. He is also an avid sports fan, with a love for cricket, golf and Australian rules football.

Educational Qualifications and Professional Memberships
  • Bachelor of Commerce (Economics and Finance) 
  • Diploma of Financial Planning 
  • SMSF Core Course 
  • Member of the Financial Planning Association of Australia (FPA)
Contact Jonathan
   0436 416 727
   03 8639 1300
   email Jonathan

Tracey Burns

Tracey Burns


Tracey is able to provide aged care and salary packaging advice, as well as strategic risk management, investment, estate and retirement planning advice, including the establishment and management of self-managed Superannuation funds. In addition, she can work with you to establish appropriate investment trading structures for both asset protection and tax planning purposes.

Tracey believes in building a long-term relationship with her clients and understands the need to provide a value oriented, holistic financial planning service to achieve their lifestyle and financial objectives.

Tracey is authorised to provide financial planning and financial product advice in:

  • Managed Investments
  • Superannuation
  • Self Managed Superannuation Funds 
  • Govt. Debentures, Stocks/ Bonds
  • Investment Life Insurance
  • Life Risk Insurance
  • Deposit and Payment Products
  • Retirement Savings Accounts
  • Securities 
Educational qualifications and professional memberships
  • Bachelor of Business (Accounting)
  • Certified Practicing Accountant

Tracey and Centric Wealth may also receive additional benefits such as help with marketing expenses, complimentary or subsidised attendance at conferences, and other rewards such as gift vouchers, tickets to sporting events and invitations to social events that are below $300. These benefits that are between $100 and $300 in value, and other benefits, that relate to information technology software or support provided by a product issuer or that relate to educational and training purposes, are recorded in a register which meets legislative requirements. The Centric Wealth Register is publicly available and Centric Wealth can provide a copy to you on request.

Contact Tracey
03 8639 1300
 email Tracey

Anne Goodrich

Anne enjoys meeting with clients to provide strategies and solutions for their wealth management and retirement planning needs and objectives. Anne has a particular interest in investment markets and asset allocation. 

Anne began providing financial advice in 1998, after working as a lawyer in private and public practice.

Anne is married with three children. Her leisure interests include spending time with family and friends, playing tennis, travel and relaxing with a good book.

Educational Qualifications and Professional Memberships
  • Bachelor of Law and Bachelor of Arts from the University of Melbourne 
  • Diploma of Financial Planning
  • SMSF Specialist Accreditation
  • Direct Equities Specialist Accreditation
  • Aged Care and Personal Injury Specialist Accreditation
Contact Anne 
   03 8639 1300
 email Anne

 Andrew Satinover

Andrew has worked in the financial planning industry since 2007 and is determined to build long-term relationships with his clients.

Andrew’s strengths are in identifying client’s real financial and lifestyle objectives, developing comprehensive financial planning strategies in support of those objectives and, through regular review, ensuring these strategies continue to meet the needs of the client.

Andrew is married and has two very energetic sons who keep him busy. His interests include keeping fit, travelling to new places and spending time with his family and friends. He enjoys all sports and is a long-time supporter of the West Coast Eagles.

Educational Qualifications and Professional Memberships
  • Bachelor of Business (Accounting & Finance)
  • Advanced Diploma of Financial Planning
  • SMSF Core Course
  • Member of the Financial Planning Association of Australia (FPA)

Contact Andrew
   03 8639 1300
  email Andrew


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