1997 - Lifewealth established
Paul McKernan and Phil Ellis found Lifewealth with a belief that there is a better way to support the hopes, dreams, needs and goals of their friends, family and colleagues.
2006 - Lifewealth begins working with professional athletes
Commence work supporting some of the most high profile professional athletes, and partnering with some of the most influential sports management groups, within Australia
2007 - James Vandeloo
After serving a brief apprenticeship with Lifewealth, before working with two of Australia's leading financial Institutions, James Vandeloo returns to the group as a Principal
2008 - Founder Phil Ellis retires
After a long and storied career, Phil Ellis retires from Lifewealth to actively partake in the next phase of his life. Phil's legacy of always putting the customer first is the foundation upon which Lifewealth still operates today
2010 - Bianca Dowdell joins Lifewealth
With the arrival of Bianca Dowdell as a Principal, Lifewealth establishes its specialist Insurance and Finance division
2014 - Jason Harwood joins Lifewealth
A new phase in Lifewealth's growth commences with Jason Harwood appointed to succeed Paul McKernan as CEO with a mandate to lead Lifewealth into its third decade and beyond as a great work environment supporting the delivery of peace of mind for the firm's clients
2015 - founding of Lifewealth Geelong office
The Geelong office is founded on the appointment of Terry Barber as a Principal of Lifewealth after a long and successful career at a major Australian financial institution