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Meet Our

Wealthy & Wise

Team

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OUR LEADERSHIP TEAM

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David Bainbridge

Company Secretary &
Head of Governance

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Scott Heathwood

Head of

Strategic Planning

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Jeremy Goodsir-Cullen

Head of

Corporate Services

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Louise Heathwood

Business

Manager

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Toby Lewis

Chairman of the

Investment Committee

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Peter Dixon

Strategic Property

Consultant

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Stefanie Seco

Head of

Lifestyle Tax & Accounting

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YOU'RE IN GOOD COMPANY

By joining Lifestyle, you will enter into our Australia-wise network of top tier Financial Advice firms.

 
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Michael, Financial Adviser

Lifestyle provide me with the freedom to work independently, but I know they are only a phone call away when I need help putting together my advice. A great place to belong to!

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Dane, Financial Planner

The transition to Lifestyle was done with ease. Since joining Lifestyle I feel like I can get on with my business and, if I need help, the team is only a call away.

 

QUALITY

Our professional memberships are another reason why Lifestyle is known as a quality, independent licensee.

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Download our Advisor information pack

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CONTACT

Inquiries

For any inquiries, questions or commendations, please call: +61 2 9366 1004 or fill out the following form

Contact Us

Head Office

84 Nicholson Street

Woolloomooloo NSW 2011

 

info@lifestyleam.com.au

Tel: +61 2 9366 1004

Fax: +61 2 9331 1622

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