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 Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138

Gareth Hall*

Financial Adviser - CFP®

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Sandy Lui*

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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Matt Last

Associate Adviser

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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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Kristy Balzan

Corporate Consultant

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Nick Healey*

Associate Adviser

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Abha Upadhayaya

Reception & Admin Support

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