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Our Support Staff

 

Our Support Staff

  


 
Denise Nicholls
Private Client  Services & PA to Anthony Stedman
Denise Joined the LifeTime Financial Group team in August 2011.  She has had over 20 years experience in the financial services industry.
 
Denise is responsible for managing the authorities to enquire with investment, superannuation and insurance companies, and manages the lodgment of all new business for our clients.  She also monitors and follows up new business lodgments to ensure client’s strategies are implemented in the timeliest manner.
 

Paula Holtman
Receptionist
Paula joined LifeTime Financial Group in 1996 and prior to this, she worked for another financial planning firm and Westpac.
 
In addition to greeting our clients via phone and in the office, Paula also manages the client review offering and other important administrative tasks within the business.

Linda Langdon (Bsc. Diploma FS(FP))
Paraplanning & Compliance
 
Linda entered the financial planning industry as a paraplanner in 2001 from the superannuation and life insurance industries where she was an expert in actuarial calculations and systems.  
 
She has a broad set of competencies covering general management and administration, compliance, bookkeeping, process redesign, system replacement, client service and project management.
 
Linda is our Compliance Manager and Paraplanner.  She prepares statements of advice and researches products, ensures documents are accurate and work processing is compliant with all regulations.
 

Gail Rees
Private Client Services
Gail joined the LifeTime Financial Group team in early 2006 and has over 13 years’ experience in the financial services industry.
 
Gail is Christopher Heppingstone and Adam Watts Personal Assistant. She manages all aspects of the advisors day including their diaries, client meetings and administration requirements.