OUR Team

2016 Mark Malone 02 Transparent Backgrou

MARK MALONE

Snr Partner | Director

Mark Grad Dip, App Fin, Dip FP founded Birling Pty Ltd  in 2016.  With 20 years of experience providing personal financial advice. Mark believes that at the centre of achieving goals there must be a clearly identified plan including achievable milestones along the way.

Lisa 2016.jpg

LISA LECKEY

Financial Adviser

Lisa Leckey Grad Cert FP, SMSF Accreditation has 25yrs in health prior to pursuing a career in financial advice in 2016.  Lisa believes the key to successful retirement is understanding that health and wealth play equal parts to successful planning to ensure you remain independent and provided for later in life.

Toby

TOBY LEWIS

Investment Consultant

Toby Lewis CFA, FRM, GAICD founded Harbour Reach in 2018 to provide the services required to run a successful advice business based on outcome-oriented investing. He has more than 20yrs experience in investment research, strategy and portfolio management

Design your financial freedom today!

Birling Private Wealth Pty Ltd ACN 640 535 557 | AFSL 523245

General Advice Disclaimer: All of the content published on this website is for general information only.  It does not take into account your investment objectives, financial circumstances or your individual needs and therefore should not be relied upon as personal advice.  We strongly recommend you consider, with or without the assistance of a Financial Adviser, whether the information is appropriate and relevant to your individual needs and circumstances.

© 2020 by Unique Solutions Asia Pacific Pty Ltd. Proudly created with Wix.com