About Us

About Us

Matthew Scherhag

Matthew has been working in the financial services industry for over 15 years and is a member of the Financial Planning Association of Australia. He holds a Masters in Financial Planning and was recognised with an award for academic excellence by Griffith University where he has since been engaged to teach the next generation of financial advisors. Matthew also has a Graduate Certificate in Financial Planning, Advanced Diploma of Financial Planning, Diploma of Financial Planning and has specialist accreditation in Margin Lending and Self Managed Superannuation Funds (SMSF). Matthew works with a select number of clients to deliver a premium service, ensuring his clients receive expert guidance and have the confidence to make important decisions about their financial future.
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Justine Zame

Justine is the Business Manager at Blue Tree Financial Planning and has worked in the financial services industry for 10 years. She has specialised in financial advice for the last 5 years and has a passion for delivering outstanding customer service.

Justine works with the team to ensure that we are ahead of the curve when it comes to innovation and finding the most efficient way to accomplish our client’s goals. She provides training and support to our team with a focus on change managment and compliance.

Justine has a Certificate IV in Accounting and Bookkeeping, Certificate III in Telecommunications and is currently studying for her Diploma of Financial Planning.

Kathy Gail

Kathy is the Client Liaison Officer at Blue Tree Financial Planning, she has been working in the financial industry for over 30 years. Kathy works closely with our clients to ensure they are supported, especially in times of need.

Since joining with Blue Tree Kathy has been helping our clients with claim requests, insurance adjustments, annual renewals and is passionate about getting the best outcomes for our clients.

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Sherilee Black



Sherilee Black

Sherilee is the Client Services Officer at Blue Tree Financial Planning. She has worked in the financial industry for over 30 years. Her passion is helping customers maximise their financial potential. She always endeavours to go above and beyond for clients.

Neha Khanna

Neha is the Team Leader at Blue Tree Financial planning. She has been working and studying in finance since 2012. She has a Bachelor of Commerce with honours in Electronic Commerce and completed her Postgraduate Degree in Master of Commerce in 2017.

Neha also has a Diploma of Financial Planning and has specialist accreditation in Self-Managed Superannuation Funds (SMSF). She is currently studying for Advanced Diploma of Paraplanning.

Since starting with Blue Tree Financial Planning Neha has been able to help streamline administrative processes and focus on client research and implementation. She also provides technical leadership to teammates through training and oversees day to day operations of the team.

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Vaibhav Tanwar

Vaibhav Tanwar

Vaibhav is the Senior Paraplanner at Blue Tree Financial planning. He has been working and studying in finance since 2013. He holds a Bachelor of Computer Applications and completed his Postgraduate Degree in Master of Business Administration and Applied Finance in 2019. Vaibhav also has a Diploma of Financial Planning and has specialist accreditation in Self-Managed Superannuation Funds (SMSF). He is currently studying for Advanced Diploma of Paraplanning.

Since starting with Blue Tree Financial Planning, Vaibhav has been working on plan development, financial modelling, delivery and ongoing SMART review processes behind our strategy services. He provides quality, compliant and timely advice documents.

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