With nearly two decades of experience in the financial services industry across Australia and the United Kingdom, Regan Welburn is a trusted adviser and industry expert. A Chartered Retirement Planning Counselor® and Accredited Behavioural Finance Professional®, he also holds a Graduate Diploma of Financial Planning.

Starting his career in banking, Regan later moved into a Financial Information Service role with Centrelink, where he spent seven years honing his expertise in Age Pension, Retirement Planning, and Aged Care. This foundation paved the way for his transition to Lifestyle Solutions Financial Planning and, ultimately, the establishment of Marathon Financial Planning with his wife, Carly, in 2019.

Regan is widely recognised for his collaboration with The Barefoot Investor, Scott Pape, where he has provided expert advice on Age Pension and Retirement Planning to Scott’s dedicated following. Additionally, he has authored insightful articles for respected publications such as SuperGuide, Noel Whittaker, Challenger Annuities, and Lifestyle Communities.

Beyond his professional achievements, Regan is a devoted father of two young children, loves adventures with his family and has a passion for coffee.. The name “Marathon Financial Planning” reflects his love of running—having completed multiple 100km ultramarathons.

As the Business Manager of Marathon Financial Planning, Carly Welburn brings a wealth of experience in administration, management, and client service. Before co-founding the business with her husband, Regan, Carly established My Pension Manager, an Age Pension administration service that continues to assist clients today.

Carly’s professional background spans Human Resources, a Regional Manager role with Consumer Affairs Victoria, and marketing experience with Mortgage Choice, showcasing her versatility and dedication to delivering exceptional service.

Outside of work, Carly is a proud mother of two who enjoys gardening and family adventures. While running is certainly NOT her passion, she eventually warmed to the name “Marathon Financial Planning,” inspired by Regan’s love for ultramarathons.

Anthony Leach brings 14 years of experience in the financial services sector to his role as a Financial Planner at Marathon Financial Planning. His career has spanned diverse roles, including administration, client services, paraplanning, and serving as the lead adviser in his own financial planning practice.

A career changer, Anthony transitioned into financial planning after beginning his working life in technical sales within the chemical and manufacturing industry. He holds a Bachelor of Science, majoring in organic chemistry, from The University of Melbourne.

Anthony is passionate about retirement planning and helping clients achieve their ideal retirement outcomes. His expertise in this field has been recognised by Kaplan Professional and the College for Financial Planning®, earning him the Chartered Retirement Planning Counsellor (CRPC®) designation.

Outside of work, Anthony enjoys exploring the great Victorian outdoors with his wife and two grown-up children. Together, they embrace family travel, community sport, mountain biking, trail running, camping, and four-wheel driving.

Evan Gilhome is a seasoned professional with over 20 years of experience in the financial services industry. Specialising in investment product distribution and retirement income solutions, he has led investment sales teams and built a strong reputation as a trusted expert in his field.

At the beginning of 2023, Evan stepped away from his role as a sales manager to take a well-earned break. This time allowed him to spend quality time with his family, reflect on his career & what his future should look like, and answer two key questions: “What truly makes me happy?” and “How can I make a genuine difference?” The answer to both was helping people, which inspired his life-changing decision to become a financial adviser.

Evan takes pride in guiding clients through complex concepts, solving problems, and helping them navigate important decisions to achieve their lifelong goals. His passion lies in making a meaningful impact on the lives of those he works with.

When he’s not immersed in financial planning, Evan enjoys spending time with his wife and two young children, coaching his son’s basketball team, cheering on the Collingwood Magpies, or exploring the Victorian mountains during winter to share his love of the outdoors with his family.