Meet the Team

Our multi-disciplined team are perfectly placed to provide rounded, well-informed, and trusted financial advice.

Financial Planning Team

Mark Borg Financial Planner

Mark Borg

Principal / Senior Financial Planner

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Darren James Financial Planner

Darren James

Director / Senior Financial Planner

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Raimon Lewandowski Financial Planner

Raimon Lewandowski

Director / Senior Financial Planner

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Tim Haysman

Director/ Senior Financial Planner

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Brian Lynch Financial Planner

Brian Lynch

Financial Planner

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Peter Berresford Financial Planner

Peter Berresford

Senior Financial Planner

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Nick Munro Financial Planner

Nick Munro

Senior Financial Planner

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Jayden Mitchell Financial Planner

Jayden Mitchell

Senior Financial Adviser

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Darren Holst Financial Planner

Darren Holst

Financial Planner

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Associates

Mortgage and Debt Management

Todd Davies - MBA Financial Strategists Assistant AMC

Todd Davies

Mortgage Broker

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Lisa Julius

Associate Mortgage Broker

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Advice Team

Kerrin

Advice and Compliance Manager

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Regina

Advice and Compliance Officer

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Client Service Officers / Specialists

Carmen

Client Service Specialist Manager

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Sally Goodwin - MBA Financial Strategists Reception

Sally

Reception / Client Service Officer

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Megan

Client Service Specialist

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Gina

Client Service Specialist

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Szidonia

Szidonia

Client Service Specialist

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Client Service Officer - Kosta Karykis

Kosta

Client Service Officer

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