Financial Planner Melbourne
We are all accredited and hold “Specialty Accreditation” in our respective areas of excellence.
Bringing 30+ years of experience to assist you in your financial planning needs.
Because we are not owned by any financial institution, insurer or bank we are able to offer our clients quality financial advice.
This means that we always act for you
Why not get in touch with us to discuss your own personal financial planning questions or needs.
We are happy to provide a completely free of charge (and without obligation) meeting to get to know each other.
Want to read more about LifeTime Financial Group, a leading Melbourne financial planning firm and the Financial Planning services we provide?
Click here to download our Financial Services Guide
We are required by law to provide you with an FSG. This document will help educate and protect you and promote honesty and fairness in the Financial sector.
Gail works alongside Hugo Sampson & Adam Watt’s as their PA and has spent many years in the financial services industry. Gail oversees our new business lodgment team working to administer and implement client strategies. Gail is fundamental to the smooth operation of our client services team and provides valuable administration, clients services and planning support.
Denise is our office manager and Anthony Stedman’s PA. She has been in the financial planning industry in excess of 25 years and manages the administration of our Self-Managed Super funds. Denise works alongside Anthony assisting on an ongoing basis from managing schedules to assisting with more detailed enquiries from clients who require specialised advice or assistance of a technical nature.