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.
Kathy holds a Bachelor of Science in Hospitality Management and is passionate about supporting the client services team to go above and beyond in every experience we deliver to our clients.
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.
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.
Nick initially joined the business through the internship program offered by the PFG group helping him kickstart his career in the financial services industry and has been working at LFS Advice Solutions for over a year. Nick holds a Bachelor’s Degree in Accounting/Banking and Finance and is currently in the process of completing his Diploma of Financial Planning.
In his free time Nick enjoys playing basketball and follows the Boston Celtics.
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.
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.
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.
After completing a Bachelor of Business degree of RMIT, Jerry decided to move into the Financial Services Industry in 2006. This proved to be extremely rewarding, as he has a thirst for knowledge and enjoys developing both a personal and professional relationship, on the path to achieving positive outcomes.
In an ever-changing industry, continuing to learn is crucial to providing the most appropriate advice. Jerry continued his education, completing an Advanced Diploma in Financial Planning and achieving his accreditation in Self-Managed Super Funds.
Since commencing her financial services career in 2007, Rachelle has held a pivotal role as Senior Adviser at a leading investments firm where she devised complex financial strategies for high net worth individuals and their families. Prior to this, she developed her expertise in superannuation and retirement planning, working for a well-known superannuation fund.