Our Teams

Lyall

Lyall has been involved in the financial planning industry since 2004, spending the first six years within a high net worth, holistic practice in Sydney.

Moving to the Newcastle area in 2010, Lyall has worked as an adviser with a number of wealth management firms, each catering to the needs of different clients until he began his own practice in July 2017.

Lyall’s focus is to provide holistic advice with a view to improving his client’s quality of life through financial strategies and an understanding of what is possible.

Outside of work Lyall spends time with his family enjoying activities such as camping and waterspouts. He is involved with his Junior AFL club, where both his children are players.

To find out more about Lyall please click here to read his Adviser Profile.

Jason

Jason has been involved in the financial planning industry since 2006. He prides himself on having an exceptionally conscientious work ethic with a genuine desire to understand his client’s needs.

He brings honesty, integrity, commitment to task and a friendly, can-do, co-operative outlook to assisting his clients.

With a solid and secure personal base, and a motivated and positive attitude, Jason is committed to constantly improving his knowledge and skills.

Prior to working as a financial adviser, Jason worked as a police officer for 13 years in the NSW Police Service.
Away from work, Jason is involved with his two daughters’ various musical exploits and enjoys watching his children develop to their full potential.

To find out more about  Jason, please click here to read his Adviser Profile.

Sandra

Having worked for a large telecommunications company, Sandra has taken on the role of Client Services Manager and enjoys assisting and working with our clients.

As a lifestyle decision, Sandra and her husband decided to relocate from Western Sydney over 15 years ago.

She and her family are heavily involved with their local soccer club with all three sons and her husband playing each weekend.  Sandra also dabbles in some park cricket on weekends.

She enjoys living in the Lake Macquarie area and regularly takes in the beauty of her local area with her family. You can often see them riding bikes or walking their dog “Mischief” along the Esplanade.

She has an interest in the financial services industry and has successfully completed further tertiary studies in finance.

“Alone we can do so little, together we can do so much.”

- Helen Keller