Our Team

We’re a passionate team of highly qualified professionals, passionate about providing great advice, which leads to great outcomes.

From inception in 1990 Lifestyle has grown to become one of Australia’s larger boutique financial planning firms.

* Denotes an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357 306

Kieren James*

Financial Adviser - CFP®

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Gareth Hall*

Financial Adviser - CFP®

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Kristy Balzan*

Corporate Consultant

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Michelle Schembri*

Corporate Consultant

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Terry Rhodes*

Financial Adviser - CFP®

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Heidi Oechslin

Finance & Operations Manager

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Jacky Ng*

Financial Adviser - CFP®

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Harry Tuong

Mortgage Broker

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Winton Kurrle

Client Services Manager

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Rabail Abeer

Paraplanner

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Brendan Paddison

Corporate Consultant

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Tara Wilson

Client Services Manager

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