In her role as PA to our planners, Julia manages their busy needs on a day to day basis. Overseeing the delegation of tasks both within our office and with external suppliers in a timely and professional manner.
Julia has extensive experience in Financial Planning and would like to build a long term career in our profession.
Her easy going demeanour ensures a great fit in our team environment.
Louise migrated to Australia in 2015 with her young family. She manages our front of house operations and is generally the first point of contact you will have on calling in to our offices. Her friendly professional approach to all client interactions is often commented on.
Louise has access to all our diaries which enables a quick turnaround time for clients wishing to arrange to meet with their Financial Planner.
Managing the accounting side of our business, Helen has more than 30 years’ experience managing a busy practice.
Leam manages all non-facing client matters including gathering of information required to assist our clients, preparation of reports and review documents and illustrations where required.
Linda has recently joined our practice with many years’ experience in our industry. She heads up implementation matters for our clients including share transactions, new business and any required alterations to existing arrangements. This role is complex and requires someone with a keen sense of detail. Because we have 4 planners within our organisation, Linda works closely with the Planners PA’s to ensure all aspects of our advice and client requests are implemented in a timely and professional manner.
Denise has been in the industry for more than 25 years and has worked with LifeTime Financial Group since 2011. Denise is our office manager and works closely with Anthony Stedman managing the needs of his clients.
Denise overseas the operation of the more complex Self-Managed Superannuation and Directly Held Investment Portfolios we manage for our clients.