Your financial advisers, Ed Wszola (ASIC number 253088), Verena Kuchenmeister (ASIC number 249841) and Grant Maze (ASIC number 1238475) are Authorised Representatives and Credit Representatives of Charter Financial Planning.
The Advice Team
Our advisers are fully qualified experts in personal finance and investment. They are Certified Financial Planners CFP, the highest designation issued for professional advice by the Financial Planning Association. Both Ed and Verena are also hold specialist accreditation secured via specialist courses in Self-Managed Superannuation Advice from the University of Adelaide and Listed Products advice capability for investment options available directly via the ASX.
Our broader team are committed to ongoing professional development and education with Advanced Diploma status as the benchmark across all members of staff in specialist roles. We are here to provide you the most up to date advice based upon our comprehensive and up to date technical knowledge. Check out our team, what we specialise in and our financial service guides which outlines our experience and specialist knowledge areas to assist you in feeling confident that you have chosen the best advice service to assist in sourcing your advice relationship.
Former Financial Information Service officer for Centrelink Bega with over 20 years Centrelink experience.
Provides general information to selective clients – currently consulting to LFA in areas of aged care and pension assessment.
Financial Adviser BEc, Adv Dip FP
Grant is our newest Financial Adviser. ASIC Number 1238475
Senior Para Planner
Jo has worked within the Financial Planning Industry since 2003 and within our Para planning team since 2011
Jo has achieved both her Diploma of Financial Planning and Advanced Diploma of Financial Planning.
Centrelink & Risk Insurance Officer
Jennie has worked within our administration team as the Centrelink & Risk Insurance Officer since 2017.
Reception & Administration
Amanda has worked within our administration team since 2017.
Anika has worked within the Financial Planning Industry since 1996, and as Lifestyle Financial Advisers Office Manager since 2012.
Anika has achieved her Diploma in Financial Planning and is also a NSW Justice of the Peace.
Kayla has worked within our Para Planning team since 2017.
Christa has worked within our Para planning team since 2013.
Christa has achieved her Diploma of Financial Planning.
We’re with you every step of the way – Lifestyle Financial Advisers (LFA) is a leading financial services provider adopting a “whole of life” approach to your broader plans and objectives.
Our mission is to help you define your goals, objectives and assist in formulating your plans to take control of your financial future. At Lifestyle Financial Advisers our aim is to help you to achieve financial success and peace of mind by providing you with a personalised financial strategy. We are committed to client service and ongoing adviser education. All of our advisers are qualified – Certified Financial Planners CFP – practitioner members of the Financial Planning Association FPA.
Our broader team are committed to ongoing professional development and education with Advanced Diploma status as the benchmark across all members of staff in specialist roles. We are here to provide you the most up to date advice based upon our comprehensive and up to date technical knowledge.
We focus on the core attributes of your plans, avoid the jargon and remaining focused in providing professional financial advice, in plain English. No jargon, no acronyms – just straight talking, honest, ethical and easy to understand financial guidance.