Our Team

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Peter

CEO and Director – Financial Advisor – Accountant

B.Bus, FCPA, FPS, DipFP

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Peter

CEO and Director – Financial Advisor – Accountant

B.Bus, FCPA, FPS, DipFP

Authorised Representative of Lonsdale Financial Group

Peter has worked in the financial services industry for over forty years. He is a fully qualified accountant and financial planner, a fellow member of the Australian Society of Certified Practising Accountants, a registered tax agent and holds a Financial Planning Specialist designation. In response to client needs and demands and in pursuit of providing clients with the optimum financial service, Peter obtained a Diploma of Financial Planning and is an affiliate (Practitioner Member) of the Financial Planning Association of Australia.

He is an Authorised Representative of Lonsdale Financial Group Ltd.

Peter is dedicated and committed to building long term relationships with clients and providing them with the best in professional advice and personal services by tailoring solutions to meet client’s individual needs.

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Sarah

Financial Advisor

B.Com, Dip.FS

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Sarah

Financial Advisor

B.Com, Dip.FS

Authorised Representative of Lonsdale Financial Group

Sarah is Peter’s daughter and has worked alongside him since February 2006. Sarah completed her Bachelor of Commerce/Management at the University of Ballarat and has also completed her Diploma of Financial Planning.

Sarah offers Financial Planning/Paraplanning Support. She is responsible for a variety of tasks ranging from preparation of portfolio reviews and Statements of Advice to directly supporting Peter and assisting clients.

Sarah believes that clients come first each and every time (a trait she has learnt from Dad) and she strives to deliver the finest quality service to each and every client. 

Our Support Team

 
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Theresa

Office Manager – Client Relationship Manager

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Theresa

Office Manager – Client Relationship Manager

Theresa’s role in the business is a diverse one. Under the title of Office Manager and Client Services Manager, she helps to manage systems, processes, human resources, recruitment, and all aspects of staff training. Theresa also oversees all processes and client relations specifically in the Financial Planning department. She mentors and supports our team and helps organise the smooth running of the practice with her impeccable administration procedures and eye for detail. She focuses on relationship building through consistently and professionally exceeding service standards and client expectations.

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Lauren

Financial Planning Client Service Manager

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Lauren

Financial Planning Client Service Manager

Lauren is our Financial Planning Client Service Manager and joined the team in November 2015. She has completed her Bachelor of Commerce (Accounting) and is currently undertaking study in Financial Planning. 

She offers valuable support and works alongside Sarah in the Financial Planning team. Lauren also deals with all Centrelink matters and enjoys offering a quality client service, building relationships with clients and providing them with an exceptional service.

Nothing is ever too much trouble for Lauren, she has a very friendly nature, plenty to offer the team and is very particular in everything that she does.

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Karla

Paraplanner

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Karla

Paraplanner

Karla joined the team in October 2017 as our Paraplanner. She is full of financial planning knowledge and she suports the team in all paraplanning responsibilities.

Her passion in continuous learning, creativity and love for challenges ensures she's providing quality work in everything she does, especially for the clients.

Karla's warming personality has made her a fundamental part of our team.

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Maricar

Financial Planning Assistant – Paraplanner

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Maricar

Financial Planning Assistant – Paraplanner

Maricar joined the team in July 2018 as a Financial Planning Assistant. She is also an experienced Paraplanner who assists the team in all aspects of Paraplanning and administration.

She has a thirst for knowledge and strives hard in whatever she does. She always puts 100% into all her tasks and has a real passion for her work. 

Her dedication to the job at hand and her determination to succeed are all applied into the given work and she is happy to give anything a go.

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Emily

Director of First Impressions – Financial Planning Client Service Assistant

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Emily

Director of First Impressions – Financial Planning Client Service Assistant

Emily joined the team in October 2018. She is our Director of First Impressions and also one of our Financial Planning Assistants. She is the happy face and voice that clients first encounter.

She is responsible for the day to day running of reception and administrative functions.

Emily is compassionate and organised and her warming personality has made her an integral part of our team.

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Kate

Financial Planning Assistant 

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Kate

Financial Planning Assistant 

Kate has been part of the team since May 2012 . She works part time for us now and is responsible for supporting the team as a Financial Planning Assistant and attends to all our administration. Kate is always smiling and happy to help with anything and she loves keeping in touch with all our clients.