Lifewealth Principal Owners

Bianca Dowdell

Principal

I love nothing more than helping clients create financial freedom and independence through education, inspiration and empowerment.

James Vandeloo

James Vandeloo

Principal

I enjoy simplifying complex financial problems and helping clients make better decisions, discover what's important to them and then make it happen!

Jason Harwood

Jason Harwood

CEO

Improving our business toward a stronger future with better service for our clients and environment for our people, is the most enjoyable work of my career.

Mark Abbott

Mark Abbott

Principal

I enjoy working closely with clients as their trusted advisor, demystifying the numbers and understanding options for good decisions.

Mark Henry

Mark Henry

Principal

I am passionate about helping clients achieve their vision of financial freedom. It is extremely rewarding to assist them along their journey and throughout their important life events.

Paul McKernan

Paul McKernan

Principal

I'm very proud how Lifewealth and its culture has evolved over 22 years….wonderful clients looked after by a team of dedicated, hard working young people.

Robert Nisi

Principal

My passion is guiding our clients through the digital journey, by creating strategy and implementing ideas to enhance the initial concept into a viable & sustainable venture.

Terry Barber

Terry Barber

Principal

I enjoy helping people have peace of mind that they do not need to worry about their financial position and are able to sleep at night not worrying about money.

Lifewealth Staff

Grace Campbell

Grace Campbell

Business Manager

I love supporting my colleagues and friends to allow them to do what they do best – provide peace of mind to our clients at every opportunity!

Jane Toh

Jane Toh

Senior Accountant

It is my passion to educate my clients to let them feel confident and know that they are on top of everything with no fear of the unknown.

Simon Schembri

Simon Schembri

Financial Adviser

I love to help people identify and achieve what is important to them by optimising their position so they feel secure and confident about their financial future.

Louisa Ellul

Louisa Ellul

Adviser Associate

I love getting to go on the journey with our clients and having the opportunity to support them through each stage of their life.

Joe Denomme

Joe Denomme

Client Services Officer

With such a fantastic work environment, we can put our clients' needs first and help create peace of mind which makes coming to work every day effortless.

Josie Caporaso

Josie Caporaso

Happiness Officer

I love welcoming and talking to our clients; making them feel as special as they are is very rewarding as is supporting my amazing colleagues!!

Alan Blackwell

Alan Blackwell

Certified Financial Planner

Supporting the team to deliver highly comprehensive services aligned with the business mission of client peace of mind and their happiness.

Alison Blackwell

Alison Blackwell

Quality Assurance Officer

As QA Officer, I enjoy working with my teammates and utilising our technology to bring peace of mind to all our clients; I also love the office banter.

Ning Taylor

Ning Taylor

Accountant

Lifewealth provides a good work-life balance and I love when we achieve something big together as a team as we strive for the best for our clients.

Janet Billing

Janet Billing

Executive Assistant

I love providing exceptional service and building meaningful relationships with our clients. Showing them how much we care is my top priority and brings me great joy.

Michael LiRosi

Michael LiRosi

Financial Adviser

I come to work because I like what I do, I get to help people achieve their goals and I'm surrounded by a team committed to the same outcomes.

Krystle Siomos

Krystle Siomos

Adviser Associate

I value creating professional relationships built on trust, respect and understanding. Knowing clients can rely on us in both good and hard times is important to me.

Alyssa Hatzi

Alyssa Hatzi

Client Services Officer

I love educating our clients on the finance hacks which help them achieve financial independence and get their finances absolutely rocking!

Carly Watson

Carly Watson

Senior Accountant

I enjoy working with clients and am a stickler for perfection. Getting the job done to the highest standards with the ability to prioritize to strict deadlines.

Phoebe Craven

Phoebe Craven

Associate Adviser

I’m passionate about helping our clients protect their wealth and most importantly supporting and being there for them in times of need.

Bianca Cassano

Bianca Cassano

Client Services

Our client experience is always at the heart of what we do. I am dedicated every day to ensuring our clients are always looked after.