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

Gareth Hall*

Financial Adviser - CFP®

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Michelle Schembri*

Corporate Consultant

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Terry Rhodes*

Financial Adviser - CFP®

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Heidi Oechslin

Finance Manager

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Dean Tavener

Head of Operations

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Jacky Ng*

Financial Adviser - CFP®

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Harry Tuong

Mortgage Broker

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Winton Kurrle

Corporate Admin Officer

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Rabail Abeer

Paraplanner

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Brendan Paddison

Corporate Consultant

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Tara Wilson

Corporate Admin Officer

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Matthieu De La Mettrie

Financial Planner

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Beth Cheung

Financial Administration Assistant

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Kristy Balzan

Corporate Consultant

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Jesse Field

Financial Administration Assistant

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Abha Upadhayaya

Reception & Admin Support

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