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 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 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