Accrue Life Assets

Managing Director / Senior Financial Adviser

Tony Sirett

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.

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Education, Qualifications and Associations
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.

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Tony is an Associate of the Financial Planning Association of Australia - Practitioner’s Division.

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Experience
Tony is the Managing Director and the Responsible Manager of Plan 2 Pty Ltd’s Australian Financial Services License.

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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.

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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.

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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.

Senior Financial Adviser

Henry McGhee

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.

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Education and Qualifications
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.

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Experience
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.

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Henry is passionate about providing holistic advice, helping clients to develop and implement sound strategies and make appropriate decisions to realise their goals.

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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.

Senior Financial Adviser

Stuart Dinning

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.

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Education and Qualifications
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.

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Experience
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.

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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.

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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.

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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.

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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.

Senior Financial Adviser

Tim Bolton

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.

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Education and Qualifications
Tim has completed the Graduate Diploma of Financial Planning. Tim is continuing to study to achieve a Masters in Financial Planning.

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Experience
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.

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Tim has a clear focus on assisting his clients to develop sound strategies and use appropriate asset selection to realise their goals.

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Tim enjoys spending time with his two daughters and wife when he is away from work.

Senior Financial Adviser

Antonio Perez

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.

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Education and Qualifications
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.

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Experience
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.

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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.

Financial Adviser

Lochlan Sirett

Lochlan is employed as a Financial Adviser with Life Assets. He is an Authorised Representative of Plan 2 Pty Ltd and has been issued Authorised Representative number 001305851 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. Lochlan is authorised to provide financial advice and deal in financial products.

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Education and Qualifications

Lochlan has completed a dual degree in business management and IT from the University of Queensland. Lochlan has completed his Graduate Diploma of Financial Planning.

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Experience

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.

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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.

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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.

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Away from the office, Lochlan enjoys catching up with family and friends.

Financial Adviser

Liam Kirkpatrick

Liam is employed as a Financial Adviser with Life Assets. He is an Authorised Representative of Plan 2 Pty Ltd and has been issued Authorised Representative number 001305850 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. Liam is authorised to provide financial advice and deal in financial products.

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Education and Qualifications
Liam has successfully completed a dual bachelor’s degree in Commerce & Science through the University of Queensland, majoring in accounting and ecology respectively. Liam has also completed his Graduate Diploma of Financial Planning.

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Experience

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.

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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.

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Out of the office, Liam plays futsal several times a week and continues his studies.

Adviser Assistant

Harry Sirett

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.

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Education and Qualifications
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.

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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.

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Experience
Harry commenced working at Life Assets full time in August 2022. He continues to build his experience in financial services.

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Prior to this role, he held various roles including working in a distillery and working for McDonalds.

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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.