Lili CarmichaelJunior Para Planner

I grew up on the Sunshine Coast so it has always been close to my heart. After studying in Brisbane I realised that I’d much rather work here because the lifestyle is second to none. That’s when I started looking into financial planning and how rewarding a career it is in helping someone realise their monetary potential.

My degree is in Economics, however I am excited to be on the financial planning path and to work closely with Tegan as I develop my paraplanning skills.

When I’m not at work I enjoy taking my dog to the beach, adventuring, and enjoying the sun!

We believe that it is necessary for each individual to be empowered to make the best possible decisions

Meet the Team