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 |
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