Lifewealth Group
The Team
Our people are positioned to help navigate the increasingly complex financial straits governing contemporary lifestyle choices, long-term wealth creation and their compliance requirements.
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The Lifewealth Team

Phillip Ellis – Director and Financial Advisor
FCPA

As founder of the Lifewealth Group, Phillip has been long dedicated to building a financial advisory service focused on generating client wealth and confidence, that is supportive and above all, is trustworthy.

His understanding and skill in identifying and managing clients’ individual needs draws on his extensive experience gained through investment, stock broking, accounting and financial management roles held in London, Switzerland, Canada and Indonesia.

Phillip is esteemed for his deep insights and canny ability to develop strong financial strategies that anticipate and embrace current market forces and economic trends. He is committed to generating and protecting his clients’ wealth.


Paul McKernan – Director and Financial Advisor
CFP, BEC, FCPA

After a successful banking career spanning twenty years in senior management roles across taxation, finance and strategy planning, Paul joined partner Phillip Ellis to establish Lifewealth Partners Pty Ltd.

Paul has developed a diverse portfolio of corporate and private clients for Lifewealth, and is highly respected for delivering sound financial strategy and prudent investment advice.


Chris Kemp – Director and Accountant

A member of the Institute of Chartered Accountants, registered Tax Agent and Company Auditor, Chris has more than 20 years experience in public accounting practice. Managing Partner of Lifewealth Partners Pty Ltd, Chris’ knowledge of corporate and business environments is based on broad experience in the Bowater group of companies, specialising is auditing, finance and treasury functions. Apart from Taxation and Accounting services, Chris advises on the purchases of businesses, joint ventures, and mergers.


Natasha Chambers Operations Manager
David Umphelby Financial Advisor
James Vandeloo Financial Advisor
Stephanie Laing Financial Planning Admin Assistant
Sophie Edmunds Receptionist & Administration Assistant
Susan Fairlam Receptionist & Administration Assistant
Kaila Battams Receptionist & Administration Assistant
Ian Horsburgh Accountant
Adam Ogues Accountant
Ken Yew Assistant Accountant
Lifewealth Pty Ltd (AFSL No. 279615), trading as Lifewealth Financial Strategies and
Lifewealth Partners Pty Ltd (Registered Tax Agent – TA 74137 007), Tax and Accounting Practice
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