Our team is the backbone of our business and we are proud of who they are and where they have come from. All of our financial planners are required to attain the CERTIFIED FINANCIAL PLANNER® certification, CPA or equivalent – the industry’s highest qualifications. As a client this means you can be assured of sound, reliable financial advice.
Our ongoing investment in professional development and personal education ensures the Tailored Lifetime Solutions team keeps abreast of changing conditions that impact on our clients’ affairs. We’d like to introduce you to our team below. These are the friendly faces you’ll see when you come to visit us in either our Balwyn East or Hobart Office.
David Kelsey
Director, Certified Financial Planner, and SMSF Advisor
David has worked in the financial services industry since 1983 at an administration, fund manager and product development level. David commenced financial planning in 2002 and is a Certified Financial Planner(CFP) and an accredited SMSF Advisor.
Married with three children, David is a keen follower of Carlton and when he gets the chance, he also enjoys a round of golf.
David is passionate about the importance and difference that advice can make to individuals.
Matt Cronin
Certified Financial Planner
Matt has worked in the financial services industry since 1982 with 18 years in Corporate Superannuation management before becoming a Financial Planner in the year 2000. Matt’s qualifications include being a Certified Financial Planner (CFP) and holds formal Self-Managed Superannuation Fund qualifications.
Married with three children, Matt’s suffering as a lifetime Richmond supporter ended in 2017 with the Tiger’s triumph in September. He spends much of his free time cycling to stay fit to give him the energy to run the Pat Cronin Foundation (formed in memory of his son Pat who was tragically killed in 2016).
Todd Jeffrey
Senior Financial Planner & Aged Care Specialist
Todd has been a financial adviser since 2001.
After commencing his working life on his family farm on the North West Coast of Tasmania, Todd moved into to working at a large Tasmanian Hardware chain to eventually managing the Service Operations for Motors Devonport and Ulverstone at the age of 26, before entering the Financial Services Industry in August 2001.
Todd currently holds a Master of Business from the University of Tasmania, a Graduate Diploma in Financial Planning, together with specialist accreditation in Self-Managed Super Funds (SMSF). Todd is also an Accredited Aged Care Professional.
Todd is a member of the Association of Financial Advisers (FPA) as well as a Graduate and member of the Australian Institute of Company Directors (AICD).
Married with a young child, Todd enjoys spending time with his family and friends. He spends time cycling to keep fit and is an avid F1 follower.
Lisa Fitzgerald
Certified Financial Planner
Lisa has worked in the financial services industry since 1987 after graduating from University. She was an owner in the financial planning business known as Hillross Hawthorn which was acquired by Tailored Lifetime Solutions in 2015. Lisa is a Certified Financial Planner (CFP)
Outside of work, Lisa enjoys keeping fit, travelling and sampling many of Melbourne’s restaurants. She also enjoys spending time with her husband Ted and visiting her son’s Paul and John in Canberra where they are studying at the Australian National university.
Jason Harris
Financial Planner – CPA (Financial Planning Specialist)
Jason has worked in the financial services industry since 1990 after completing a Bachelor of Business in 1989 with majors in Accounting and Economics and a sub major in Law. He began his career as a tax accountant before changing careers and becoming a financial adviser which, he has done since 1998. He gained his Certified Practicing Accountant (CPA) qualification in 1997, his Financial Planning Specialist designation in 2000 and Accredited Aged Care Professional status in 2022.
Married, with four children and two grandchildren, Jason is a keen tennis player, loves overnight hiking, day hikes, camping, weekends away, catching up with friends and family and walking his beloved dogs, Tommy & Zoe (Golden Retrievers). An avid reader and watcher of all thing’s science fiction and fantasy, with a few classics thrown in. He is an enthusiastic and grateful (some would say spoilt) follower of Hawthorn. He loves to travel and always has several adventures planned.
Mark Roberts
Certified Financial Planner
Mark has worked in the financial services industry since completing his Bachelor of Commerce degree with Distinction in 2008. Mark is a Certified Financial Planner® and is a firm believer in the importance of continued learning and development.
Married with two young children, Mark is a keen Western Bulldogs supporter and enjoys staying active by walking with his family and playing basketball.
Anthony Carbone
Operations Manager
Anthony has worked in the financial services industry since 1994 and joined Tailored Lifetime Solutions in September 2010. Anthony oversees the Company’s day to day operations.
Anthony enjoys spending time with his wife, and two young children and is affectionately known by all as Cuzza.
Sarah Marks
Customer Service Officer
Sarah has worked in the financial services industry since 1989 and joined Tailored Lifetime Solutions in February 2010 as part of the administration team.
A keen supporter of North Melbourne AFL club, Sarah also loves going to the movies and spending time with family and friends.
Raelene Burney
Customer Service Officer
Raelene has worked in the banking, financial advisory and mortgage brokering industry for 19 years and joined Tailored Lifetime Solutions in July 2014. Together with the rest of the Administration team, she manages the implementation of the Advisors recommendations and other general administration.
Raelene enjoys catching up with friends and family especially if great coffee is around or even a nice glass of Sauvignon Blanc. Other free time might find her at a beach or in the garden on one of those elusive sunny warm days. Raelene also happens to be a Richmond supporter.
Rachael Goetzke
Customer Service Officer
Rachael has worked in the Financial Planning Industry since 2007 and recently joined the Tailored lifetime Solutions team as part of the Hobart acquisition.
Outside of work Rachael spends her time with her family, which includes 2 children and 2 fur babies. She is a keen Netball player, and when not on Soccer mum duties, she is found around the Netball courts where she still umpies, plays and volunteers in a variety of ways.
Gary Li
Customer Service Officer
Gary has worked in Accounting and NDIS industry for a few years and joined Tailored Lifetime Solutions in 2024 as a member of the Administrative Team, which makes his first time entering the financial services industry.
He has completed his Grad Dip of Financial Planning and dedicating to bring a greater value to all clients and TLS in his new career.
When off work, Gary enjoys spending quality time with his family and contributing to the community.
He likes making connections with different people and focusing on world affairs.
Jacqueline Lademann
Customer Service Officer
Jacqueline joined Tailored Lifetime Solutions in 2023 and works with the Administrative Team bringing her many years of experience in administration and helping clients to meet their needs.
When not working, Jacqueline is an avid reader and will often be found with her head in a book. She also enjoys going to see live music whether it’s a stadium show at Rod Laver arena, a local independent pub band or the opera.
Jelikka Catayas
Admin Assistant
Jelikka joined TLS in August 2022, making this her first time entering the financial services industry.
She works closely with the administration team and is dedicated to supporting the team as much as she can.
Jelikka is passionate about taking part in fundraising initiatives and cleanup drives to help mother nature.
She keeps herself active and mostly engaged in sports like volleyball and badminton.
She has also adored cats since she was young and proudly owns two of them now, Sushi and Maki.
Jennifer Centino
Admin Assistant
Jennifer joined TLS in July 2023 as part of Financial Planning assistant. With over a decade spent in the customer service industry, Jenn possesses a profound understanding of client needs and a steadfast commitment to delivering exceptional support. Jenn is dedicated to contributing meaningfully to the continuous success and growth of TLS.
Jenn finds great joy in spending quality time with her family. The convenience and comfort of streaming movies at home while enjoying favorite snacks is always something she looks forward to during weekends.
Shaziyya Adam
Advice Production Manager
Shaziyya has been working in the financial service industry, since completing her Master’s in applied finance in 2008.
In her current capacity, Shaziyya collaborates closely with our team of planners, demonstrating a passion for supporting and facilitating the delivery of high-quality advice. Her commitment lies in assisting clients in achieving their financial goals and realizing their dreams.
Beyond her financial acumen, Shaziyya is a devoted wife and mother to two children. Outside the financial realm, she is a determined runner with a focus on physical and mental well-being.
In her leisure time, Shaziyya enjoys unwinding with her husband while following the Australian cricket team and indulging in footy. Her multifaceted interests and commitment to excellence make her an integral part of our team, ensuring our clients receive the highest standard of financial advice.
James Connellan
Associate Adviser
James joined the team after completing his Bachelor of Commerce where he majored in Financial Planning. He is now studying his Masters of Financial Planning. James is eager to help people reach their financial goals as part of the advice production team.
James also enjoys staying fit by playing football on the weekends and is a keen supporter of the North Melbourne AFL club.
Lachlan Wardle
Financial Planning Assistant
Locky joined the team in team in January 2024, as part of the financial planning assistant team. Graduating with a Bachelor of Commerce with a major in financial planning
Outside of work he enjoys playing a variety of sports and is a keen supporter of the Chicago Bulls.
Alleen Breward
Financial Planning Assistant/Paraplanner
Alleen joined Tailored Lifetime Solutions in November 2024. As a member of the advice production team, Alleen brings many years of experience with a background in executive support, financial planning and office administration.
Married with one child, Alleen loves to spend time with family and friends especially over great food and a glass of wine. Alleen also enjoys travelling, reading and a spirited game of canasta.
Shikennah Bornea
Financial Planning Assistant
Shikennah graduated with a degree of Business Administration major in Management Accounting.
She joined TLS in September 2020 as part of Financial planning assistant team.
Shikennah loves to cover dances in Tiktok and spend time with her family. She is a passionate volleyball player and a fan of basketball as well.
Nathalie Nebria
Paraplanner
Nathalie graduated with a degree of Bachelor of Science in Accountancy last 2020. She worked as an accounting assistant before becoming a paraplanner.
In 2022, she began working at Tailored Lifetime Solutions. She takes pleasure in doing a number of duties that are required for creating and assessing the financial plans of her clients, such as creating client reports for financial advisors.
In her free time, she enjoys watching Marvel movies, and listening to Seventeen, Exo, and Taylor Swift’s songs. She is fond of arts and crafts.