Our People
Lyle Weir
BCom, Grad Dip FP, CFP® Practitioner
Authorised Rep No: 287662
Lyle is the Managing Director and a Certified Financial Planner with over 20 years of industry experience. He is responsible (via consultation with a panel of research specialists) for setting the firm’s investment strategy for client portfolios and provides personal advice covering all facets of financial planning including superannuation, personal insurance and Centrelink.
Priorities when not at work: family and mountain biking around Arthurs Seat
Dream holiday destinations: France, Italy, Greece, Pambula Beach
CALL Lyle on 0402 781 376
Courtney Taylor
BCom, Adv Dip FP
OPERATIONS MANAGER
Courtney has over 15 years experience in the Financial Planning industry. She works closely with Lyle in overseeing the back-office operations of PFG. Outside the office you’ll generally find her on the hockey field or running marathons.
Priorities when not at work: Spending time with family, playing hockey, running and following her beloved Saints.
Dream holiday destinations: Anywhere where you can find an adventure outdoors
CALL Courtney on 0431 387 510
Sebastian Lindemann
MA (International Business & Culture), Grad Dip FP, ADFP
PARAPLANNER
Sebastian has been in the Financial Planning Industry for a number of years and is a highly experienced Paraplanner. He is responsible in preparing all our Advice Documentation and assists with our clients Centrelink needs.
Priorities when not at work: family – two young boys, classic cars and motor bikes
Dream holiday destinations: Return to some of my favourite spots in Europe including Southern France and Tuscany, take the boys to the Rocky Mountains
CALL Sebastian on 0420 334 819
Michelle Anthony
Adv Dip. FS(FP)
COMPLIANCE
Michelle has worked in the Financial Planning industry since 2002. She has vast experience in varied roles across the industry and has been part of the PFG team since 2009. Michelle manages our internal compliance processes.
Priorities when not at work: Spending time with her little family.
Dream holiday destination: Round the world ticket, starting in Italy!
CALL Michelle on 0417 670 443
Kim Writer
CLIENT SERVICES
Kim leads our Client Services department, having joined our team 2016 with extensive previous experience working in the back offices of several boutique financial planning firms. Kim provides the highest level of administration and client services support, whilst somehow also managing a hectic household with her four young children
Priorities when not at work: Spending time with her little family, going to the gym and running.
Dream holiday destination: Anywhere tropical!
CALL Kim on 0428 000 548
Bev Cleary
CLIENT SERVICES
Bev is a recent and very welcome addition to the team. Bev is normally your friendly first port of call for any associated administration matters and more than happy to provide comprehensive client support. Outside of the office you’ll generally find her find her running a very busy household of 5 children and she thoroughly enjoys taking her fur baby for long walks.
Priorities when not at work: Her evergrowing family of 8. Including her adorable fur baby Iggy Pop!
Dream holiday destination: Definitely the Greek Islands. Bucket List!
CALL Bev on 0409 380 535