To get the full picture about each member of your trusted LFS team, simply click on the Profile link and the Financial Services Guide link located under each person’s contact details.
Angelo has been a Financial Adviser since 1990 and holds expert knowledge across all aspects of Financial Planning. This ranges from Investment Markets to Insurance, Self Managed Super Funds and Centrelink entitlements. Angelo established PFG Financial Services Pty Ltd in 1990, after recognising the need for the provision of quality Financial Advice in Australia. Angelo commenced his business in a serviced office with just one telephone line, and today PFG Financial Services Pty Ltd is one of Australia’s largest AMP Financial Planning businesses with more than 50 staff and multiple offices across Melbourne and Brisbane.
With over 19 years in the Financial Services industry, 16 of which has been as a Financial Adviser, Frank has a knack for building lasting relationships and delivering advice across generations with many of his clients. Frank advises in all areas of advice, holding specialist knowledge in SMSF, Centrelink and complex insurance solutions and also has extensive experience in working with small business owners. Frank is a Certified Financial Planner®, holds a Diploma and Advanced Diploma of Financial Planning.
Mike started his financial services career in 2006 and progressed through a number of roles in Client Services, Paraplanning and most recently moving in to Advice. Mike brings with him an in-depth level of knowledge across the entire advice process.
With Financial Planning in his family, Mike has grown up with a strong appreciation for the difference advice can make to someone’s life. He has a warm and genuine nature in dealing with his clients and is committed to building strong relationships that serve long- term benefits to clients.
Frank has been working in the Financial Services Industry for over 20 years, where he has assisted people experiencing hard times, and helped them make solid financial progress. Frank has been a Financial Adviser since 2001. He has completed an Advanced Diploma in Financial Services and is currently a Certified Financial Planner. Prior to becoming an Adviser, Frank has come from a highly successful sales and marketing background, where he has won many awards for excellence in customer service.
Prior to becoming a Financial Adviser, Daniel worked as a Chartered Accountant having successfully completed his Professional Year Qualification in 1995. Daniel is currently a member of the Australian & New Zealand Institute of Chartered Accountants.
Daniel specialises in Self Managed Super Funds – he is a past winner of the SMSF Association’s Prestigious Top Achiever Award, and specialises in Aged Care Advice. Other areas of significant experience include Superannuation, Investment, Retirement Planning, Asset Structuring and Estate Planning.
Adam has spent the bulk of his Financial Planning career providing Strategic Financial Advice to clients tailored to their individual circumstances. Adam specialises in a variety of Wealth Creation Strategies in both a Pre and Post-retirement Planning setting and is passionate about helping clients navigate the complex combination of superannuation (including Self Managed Super Funds), Taxation and Personal Investment to achieve the ideal Financial Outcome.
With 20 years of experience in the financial planning industry, Liz takes pride in the knowledge she has obtained and ensures that this flows through the business and to our clients.
She enjoys spending time with her young family, mostly engaging in water sports on the lake.
John works closely with the business to ensure all accounting needs are managed on an ongoing basis including supporting senior management in planning and implementing the strategic financial objectives for the business.
Aldo has been a Mortgage Consultant for 5 years and also a Licensed Real Estate agent. He has extensive market experience which makes conversations about property and finance quite easy. Having access to a broad network of lenders allows Aldo to offer a number of services outside of residential and investment lending. These include SMSF, Commercial, Motor and Equipment finance.