Client Service Officer

Amanda Conlan

Amanda Conlan

Amanda is eager to help her clients and make a difference in their lives.

The quote ‘The journey of a thousand miles begins with one step’ stands out to me for many reasons.

My family and I moved the Sunshine Coast to enjoy the sunshine and warmth. Whenever we came here to visit family, we always said it would be a dream to live here. When the opportunity to make this dream a reality instead, it seemed like a no brainer even though it was incredibly daunting as it meant leaving everyone and everything we knew behind. I knew it was the start of a new adventure for us.

When I think about all the things that I enjoy the most about the Financial Advising Industry, what stands out the most is the ability to help people achieve their goals and dreams too. Working within this industry allows you to help people through the best and worst times of their life. This is what I aspire to always do for others.

The journey of a thousand miles begins with one step.

Principal

Tim van Doore

Mish
Head of Operations

Mish While

Financial Adviser

Lachlan Money

Karen Lethlean
Client Service Manager

Karen Lethlean

Amanda Conlan
Client Service Officer

Amanda Conlan

Nikki Middleton
Client Service Officer/Risk Paraplanning

Nikki Middleton

Client Service Officer

Macy Harrison

Janis
Insurance and Claims Manager

Janis Glassop

Advisor Support

Michelle McKenzie

Administrator

Candice van Doore

Nick Tenuta Financial Adviser Stream Financial
Financial Adviser

Nick Tenuta

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