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Linda Riley – Implementation Manager
Linda oversees the implementation of advice for our clients, coordinating share transactions, new business, and changes to existing arrangements. With extensive industry experience, she ensures that each request is completed accurately and professionally, working closely with our planners and their PAs.
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Denise Nicholls – Private Client Relationship Manager
Denise has over 25 years of industry experience and has been with LifeTime Financial Group since 2011. As Private Client Relationship Manager, she works alongside Anthony Stedman to support clients with their ongoing needs. Denise also manages the more complex arrangements such as Self-Managed Superannuation Funds and Directly Held Investment Portfolios.
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Jude Tan – Client Services
Jude provides essential support to both clients and planners through her role in Client Services. She prepares review documentation, manages follow-ups, and ensures advice is implemented smoothly and on time. Jude’s focus on detail and service helps maintain strong relationships with our clients.
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Lisa Cirillo – Client Relations
Lisa is the welcoming face and voice of LifeTime Financial Group. As our Client Relations lead, she ensures every client interaction is warm, professional, and seamless. Lisa manages reception, client communication, and supports the broader team with scheduling and coordination.
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Leam Lendio – Offshore Support
Leam has been part of LifeTime Financial Group for more than six years and plays a vital role in supporting both our advisers and client services team. With his strong understanding of our processes, he manages a wide variety of non-client-facing tasks including preparing reports, illustrations, and review documentation. Leam’s experience and reliability make him a cornerstone of our offshore support team.
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Jacky Pracuelles – Offshore Support
Jacky brings several years of experience to our offshore support team and works closely with both the onshore and offshore staff. His role covers data gathering, document preparation, and report production, all of which are essential in helping our advisers deliver timely and accurate outcomes. Jacky’s adaptability and attention to detail allow him to contribute across a wide range of client service needs.
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Bon Oraño – Offshore Support
Bon is the newest member of our offshore support team, joining LifeTime Financial Group around a year ago. He assists with report drafting, information collection, and implementation support, helping ensure our advice processes run smoothly. Bon’s fresh perspective and eagerness to learn have quickly made him a valuable contributor to the team.
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Alan Stedman – Operations
Alan oversees the operations of LifeTime Financial Group, ensuring that our systems, processes, and technology run effectively. He works across the advice and support teams to maintain efficiency, compliance, and a consistently high standard of service for our clients.
