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
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
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
Kim started with PFG in 2016 and is our Client Services Manager. Kim has been busy providing the highest level of administration and client services support for the past 12 years and is normally your first port of call for any associated administration matters.
Priorities when not at work: Enjoying spending time with her family and Friends.
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Laura is a Client Services officer. She is more than happy to assist with any administration or booking inquiries.