Authorised Representative
Managing Director/Senior Financial Adviser
Tony Sirett is the business owner and a Senior Financial Adviser with Life Assets. He is an Authorised Representative of Plan 2 Pty Ltd and has been issued Authorised Representative number 261457 by the Australian Securities and Investment Commission (ASIC). Life Assets Financial Advice is a registered business name of Plan 2 Pty Ltd, Licensee Number 237874. Tony is authorised to provide financial advice and deal in financial products.
Tony has completed a Diploma of Financial Planning with the FPA (equivalent to the current Advanced Diploma of Financial Planning) and has completed numerous other industry specific accreditations and courses. Tony continues to undertake and lead a combination of structured ongoing professional development and study as well as personal learning and self-development to further his experience and qualifications, as part of his ongoing commitment to professionalism.
Tony is an Associate of the Financial Planning Association of Australia - Practitioner’s Division.
Tony is the Managing Director and the Responsible Manager of Plan 2 Pty Ltd’s Australian Financial Services License.
Tony has a proactive approach to developing long term relationships which are based on high levels of personalised service, coupled with sound professional advice. He has been in the financial services industry since 1990, working primarily as a Senior Financial Adviser but also enjoyed 4 years as a Business Development Manager for a global fund manager and insurance company.
Tony's contagious enthusiasm for the financial services profession provides the clients he works for, with a sense of confidence and positive direction for their financial future.
Away from the office, Tony enjoys spending time with his wife Meredith and two sons Lochlan and Harrison. He enjoys going to the gym, running and generally keeping fit as well as all outdoor activities. He also enjoys watching and participating in a very wide range of sports, but also enjoys other cultural activities and sharing fine food and wine with friends and family.
Authorised Representative
Senior Financial Adviser
Henry is employed as Senior Financial Adviser with Life Assets. He is an Authorised Representative of Plan 2 Pty Ltd and has been issued Authorised Representative number 1008114 by the Australian Securities and Investment Commission (ASIC). Life Assets Financial Advice is a registered business name of Plan 2 Pty Ltd, Licensee Number 237874. Henry is authorised to provide financial advice and deal in financial products.
Henry has completed the Diploma of Financial Planning and continues to undertake structured ongoing professional development and study to further his experience and qualifications as part of his ongoing commitment to professionalism.
Henry’s life in the Financial Services Industry commenced back in 2005 whilst working for a successful Sunshine Coast based financial planning firm. Before joining Life Assets as our ‘Review Manager’ back in 2011, Henry’s most role was working as a Business Development Manager for a Brisbane’s based Boutique Superannuation Funds.
Henry is passionate about providing holistic advice, helping clients to develop and implement sound strategies and make appropriate decisions to realise their goals.
Away from the office Henry loves spending time with his wife and 2 young children. Most weekends are spent enjoying good food and wine with friends and family.
Authorised Representative
Senior Financial Adviser
Tim is employed as a Senior Financial Adviser with Life Assets. He is an Authorised Representative of Plan 2 Pty Ltd and has been issued Authorised Representative number 454242 by the Australian Securities and Investment Commission (ASIC). Life Assets Financial Advice is a registered business name of Plan 2 Pty Ltd, Licensee Number 237874. Tim is authorised to provide financial advice and deal in financial products.
Tim has completed the Graduate Certificate of Financial Planning and the Diploma of Finance and Mortgage Broking Management. Tim is continuing to study to achieve a Masters in Financial Planning.
Tim has worked in the financial services industry since 2012. Tim changed from working behind the scenes as a paraplanner, to providing advice to clients in 2018. Tim has experience in developing complex strategies including those involving property, superannuation, direct investments, insurance and Self Managed Superannuation Funds.
Tim has a clear focus on assisting his clients to develop sound strategies and use appropriate asset selection to realise their goals.
Tim enjoys spending time with his two daughters and wife when he is away from work.
Authorised Representative
Senior Financial Adviser
Stuart is employed as a Senior Financial Adviser with Life Assets. He is an Authorised Representative of Plan 2 Pty Ltd and has been issued Authorised Representative number 292831 by the Australian Securities and Investment Commission (ASIC). Life Assets Financial Advice is a registered business name of Plan 2 Pty Ltd, Licensee Number 237874. Stuart is authorised to provide financial advice and deal in financial products.
Stuart has completed a Diploma of Financial Planning with Kaplan and has completed numerous other industry specific accreditations and courses, including further professional courses with Kaplan. Stuart continues to undertake a combination of structured ongoing professional development and study to further his experience and qualifications, as part of his ongoing commitment to professionalism.
Stuart started working as an adviser in 2005 and worked primarily with Boutique Financial Planning practices before establishing his own business on the Sunshine Coast in 2010 as the principal adviser in his own practice. Stuart has now joined the Life Assets team as a senior financial adviser and brings with him the experience he has gained since 2005, not only as a financial adviser, but also as a business owner.
Stuart has a genuine interest in working with you to create a solution to help generate and protect your future wealth, assisting you to achieve your financial and lifestyle goals.
For those approaching retirement, Stuart has a particular interest and expertise in creating tax-effective income streams, to maximise your income through retirement. This process can start by helping to create wealth on the lead up to retirement, and then assist with the creation of long-term income streams and Centrelink advice where appropriate.
Aged Care advice is another specialist area Stuart enjoys working in and where he can assist with an appropriate strategy to help achieve the desired outcome for a parent, or family member, in this increasingly complex area, at an often, difficult time.
Stuart lives on the Sunshine Coast with his wife Helen and in his spare time, enjoys sailing off the coastal waters of Mooloolaba with the Sunshine Coast Yacht Club and has a keen interest in cooking and catching up with friends.
Authorised Representative
Senior Financial Adviser
Kellie is employed as a Senior Financial Adviser with Life Assets. She is an Authorised Representative of Plan 2 Pty Ltd and has been issued Authorised Representative number 429280 by the Australian Securities and Investment Commission (ASIC). Life Assets Financial Advice is a registered business name of Plan 2 Pty Ltd, Licensee Number 237874. Kellie is authorised to provide financial advice and deal in financial products.
Kellie has completed a Master of Financial Planning and Advanced Diploma of Financial Planning.
Kellie has worked in the financial services industry since 2002 as a Practice Manager, Operations Manager and Financial Adviser. Before that time, she worked for Chief Executives and Boards in both the private and public sector in Sydney and Brisbane.
She enjoys 'joining dots' for others, helping make the difficult become simple. It’s an intrinsic talent that draws upon her technical knowledge of financial planning strategies, and her need to nurture. Kellie holds specialisation in Direct Investments, Self-Managed Superannuation Funds and Aged Care.
Kellie is passionate about helping clients, especially during life stages where they may feel more vulnerable. This has resulted in her more recent focus in working with clients in the pre and post-retirement phase. When completing her Master of Financial Planning, Kellie’s research project focused on the financial and emotional impacts on children when an elderly family member commences informal home care.
When Kellie’s not working with clients, you’ll find her with her family and friends learning to wakeboard on the dams in and around south-east Queensland. She’s also a fan of all things sport and has a particular interest in planning a retirement that allows her family to spectate at F1 and tennis events here and abroad.
Authorised Representative
Senior Financial Adviser
Antonio is employed as a Financial Adviser with Accrue Financial Group & Life Assets. He is an Authorised Representative of Accrue Financial Group Pty Ltd & Plan 2 Pty Ltd and has been issued Authorised Representative number 1264351 by the Australian Securities and Investment Commission (ASIC). Accrue Financial Group Pty Ltd is a Corporate Authorised Representative (Number 327393) of Plan 2 Pty Ltd. Life Assets Financial Advice is a registered business name of Plan 2 Pty Ltd, Licensee Number 237874. Antonio is authorised to provide financial advice and deal in financial products.
Antonio holds a Graduate Diploma in Financial Planning and is committed to increasing his knowledge base through further education, to align with industry standards & expectations and his pursuit for professionalism within the industry.
Antonio has worked as a Financial Planner since 2013. During this time, he has been engaged with boutique private practices, as well as corporate entities within the Financial Planning industry, where he has attained extensive experience in Pre-retirement & Retirement Planning, Superannuation, Centrelink, Wealth Creation & Personal/Business Protection.
Antonio brings a broad range of industry experience and technical expertise to Accrue Financial Group & Life Assets and is a strong believer in the value of financial advice for the purpose of assisting clients to understand and take greater control of their financial affairs to meet their financial goals & aspirations.
Antonio is a passionate follower of the round ball “Football” game and when not at the edge of his seat supporting his beloved Arsenal FC, he enjoys spending quality time with his wife and three beautiful girls and treasured miniature Schnauzer.
Practice Manager
Sharyn is employed as Practice Manager of Life Assets.
Sharyn has completed the Diploma of Financial Planning (equivalent to the current Advanced Diploma of Financial Planning), has a certificate in Self-Managed Super Fund Advice and is also a Justice of the Peace (Qualified). Sharyn continues to undertake structured ongoing professional development to further her experience and qualifications as part of her ongoing commitment to professionalism.
Sharyn has been in the financial planning industry since 1990 and has a broad depth of knowledge and understanding of the many facets of financial planning. Sharyn manages the back-office systems and technology in the business and strives to ensure the efficiency of the office.
Sharyn is involved with the management of the business, compliance and general oversight of advice and compliance. Sharyn is also a Director of Super Admin Solutions, our sister company which provides tax services and administration to Self-Managed Super Fund trustees.
Away from the office, Sharyn enjoys travelling, camping and seeing the great outdoors.
Client Service Manager
Talitha is a client service specialist with Life Assets and is dedicated to providing high levels of service. She undertakes and manages client service and administrative activities but also helps our advisers to professionally implement the strategies and products they recommend.
Talitha started working within the industry in 2009, working for a Superannuation Administration company for over 9 years.
Talitha is involved with assisting our clients, advice implementation and ensuring compliance measures are followed.
Away from the office, Talitha enjoys spending time with family and friends and keeping fit and healthy.
Operations Manager & Adviser Assistant
Lochlan is an adviser assistant and assists with the operation and administration of the systems that power Life Assets. Additionally, he works closely with senior financial advisers on financial investigation, analysis, strategy development and implementation of professional advice.
Lochlan has completed a dual degree in business management and IT from the University of Queensland.
He is currently studying a Master of Financial Planning degree and progressing his career towards being a financial adviser whilst undertaking all the requirements and completing his professional year, to become a licenced financial adviser.
Lochlan commenced working at Life Assets full time in January 2021. Prior to this, he was a full stack web developer, and computer coder for other technology firms. He has also provided high level technology support, created, and supported multiple websites for a variety of businesses independently.
Lochlan had formally worked in IT for 3 years before making the transition into financial advice. Working extensively with enterprise software, system integrations and data analysis. Primarily in corporate compliance and finance. He has consulted for large organisations and governments.
Additionally, he has a passion for and broad knowledge of finance, economics, and markets. Having had a keen desire to learn by optimising his own investments and situation. He has experience combining financial service with his programming knowledge to create detailed analysis, which helps to determine the optimal way forward.
Away from the office, Lochlan enjoys catching up with family and friends.
Adviser Assistant
Liam is an adviser assistant and works closely with senior financial advisers on financial investigation, analysis, strategy development and implementation of professional advice.
Liam has successfully completed a dual bachelor’s degree in Commerce & Science through the University of Queensland, majoring in accounting and ecology respectively.
Liam is an integral part of the Life Assets team and is currently completing a Master of Financial Planning degree whilst undertaking all the requirements and completing his professional year, to become a licenced financial adviser.
Liam has a keen interest in financial matters and is especially interested in sustainable and environmental practices & how he can apply this to the benefit of clients. Prior to joining Life Assets, Liam was already investing personally, learning and developing his understanding of investments markets.
Liam has an extensive employment history (10+ years) in the retail, hospitality and sales sectors. Even with such a diverse background, he’s developed a passion for financial planning and investing and finds it incredibly rewarding to support people and help provide them with financial security.
Out of the office, Liam plays futsal several times a week and continues his studies.
Adviser Assistant
Harry is undertaking his “professional year” and currently working as an adviser assistant. This means he is completing all formal, structured, and practical training required to become a financial adviser. He works closely alongside senior financial advisers and assists with financial investigation, analysis, strategy development and implementation of professional financial advice.
After graduating from Brisbane Grammar School with a strong tertiary entrance score, Harry commenced a bachelor’s degree in politics, philosophy, and economics at the University of Queensland. He then transferred to Physiotherapy at James Cook University, before deciding on a career in financial advice.
Whilst gaining knowledge and experience working full time, he is also currently undertaking a Master of Financial Planning degree and progressing his career towards being a financial adviser.
Harry commenced working at Life Assets full time in August 2022. He continues to build his experience in financial services.
Prior to this role, he held various roles including working in a distillery and working for McDonalds.
Away from the office Harry likes to work on his fitness by going to the gym and spending time with his friends and family. He enjoys a wide variety of sports and all water sports including fishing and boating.
Client Service Manager
A dynamic and personable member of the team, Danielle’s focus is to ensure every client receives the personalised attention and support they deserve. Dan takes great pride in helping clients through the advice implementation process and provides guidance, accuracy and efficiency whilst ensuring compliance obligations are followed.
With over 20 years industry experience Danielle provides high calibre support to our financial planners and clients. Over the years she has held a number of roles; Administration, Client Services, Paraplanning through to Executive Assistant.
Dan has a love of travel, art, and history, however, what really provides her with ‘food for the soul’ is spending time with family and friends.