We are still open and our team are currently working remotely.
BCom, Grad Dip FP, CFP® Practitioner
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
MA (International Business & Culture), Adv Dip FP
Sebastian is an experienced Financial Planner who provides holistic advice including Superannuation, Investment, Personal Insurance and Centrelink.
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
Adv Dip. FS(FP)
As well as being an experienced Financial Paraplanner with an extensive background in personal insurance, Michelle manages our internal compliance and back-office processes.
Priorities when not at work: family, friends
Dream holiday destination: round the world ticket, starting in South America
CALL Michelle on 0417 670 443
Kim is our Office Manager, having joined our team in 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 three 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
Courtney is a recent and very welcome addition to the team with 11 years of Financial Planning industry experience. Courtney is normally your friendly first port of call for any associated administration matters and is more than qualified to provide comprehensive client support. Outside the office you’ll generally find her on the hockey field or running marathons.
Priorities when not at work: Spending time with her son, plays and coaches Hockey locally, running, and barracks for St Kilda football.
Dream holiday destinations: Iceland
CALL Courtney on 0431 387 510