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What does it mean to be an LFC Ambassador ?

Not only are these ladies and gents quick witted, cool and calm they are the absolute experts at what they do and share the same mission as LFC to help Aussies take control of their financial futures.

Now it’s no secret that the Financial Service sector is one of Australia’s most distrusted sectors. The Royal Commission, ridiculous fees and poor service have made sure of this… that’s why we only work and recommend the best, and what you see before you are the cream of the crop!

Betsy Westcott

Financial Wellness Coach

Betsy’s career began in hotel & resort management – she loved creating beautiful, memorable experiences for people. It was by chance that she was poached by a Bank to form a new customer-centric cohort of bankers working to change the culture from the inside out. Betsy had found her calling in the world of finance. She quickly rose to the position of Bank Manager leading teams of bankers across Sydney before she transitioned into the world of Private Banking where she advised some of Australia’s most wealthy and influential individuals. Later Betsy moved into the operations and technical side of banking. She had the opportunity to help build a brand new, customer-centric, digital bank. During her time there she would be responsible for building the people, systems and processes to deliver hyper-personal service in a digital world. Today Betsy helps banks transform their businesses to ensure they remain relevant and effective in the future.  Her passion, however, is improving the financial lives of others, especially women.

Location: Sydney

Rachel O'connor , Flourix

Financial Advisor

Rachel is passionate about financial well-being and is determined to help others to achieve the bright and secure future they imagined. She has worked in financial services for over 10 years advising Sydney richest and most influential people. She has a bachelor’s Degree in Commerce from the University of Sydney (BComm), Certified Financial Planner (CFP) and a Chartered Accountant – Financial Planning Specialist (CA-FPS). Plus she is a mum, has great style and all around fabulous lady (we admit, we’re girl crushing already).

Location: Sydney and Australia wide

Marnie Maloney

Principal and Managing Director of Protected Life Solutions

Marnie has 14 years’ experience in the financial services industry, completing her Advanced Diploma of Financial Services in 2009 and began specialising in personal risk advice since 2011. Marnie has pursued her unique passion for improving the level of advice being given to consumers about how they can effectively manage risk through life insurance and estate planning. Marnie specialises in personal insurances including Income Protection, Critical Illness and Child Trauma, Life and Total & Permanent Disability cover. Marnie also provides advice for business related protection such as Business Expenses cover, Keyperson, and Partnership or Buy / Sell Insurance.

Location: Sydney and Australia wide

Mia Taylor

Financial Coach and Sub Authorised Representative of Evalesco Financial Services

A large part of Mia’s role is to coach people to uncover what they truly desire and map out a plan to maximise the probability of those things being achieved. Most importantly Mia helps them to overcome the blockages or current state of paralysis by analysis in order to take some action to reach their financial objectives.

When Mia is not working, she is usually discovering a new bushwalking track, reading a good book, or listening to podcasts. Mia also loves her bootcamp training. She has been training with a group for the last 18 months and have seen huge improvements in her fitness and strength.

Financially, Mia practices what she preaches and has a fully automated cash flow system storing money for everything that’s important. Mia also has a small regular investment plan, which ticks along in the background where she sets a budget each time her circumstances change and use Myprosperity to keep an eye on expenses.

Mia is a Sub Authorised Representative (No. 314482) of Evalesco Financial Services Pty Ltd, a Corporate Representative (No. 325313) of Australian Advice Network Pty Ltd.

Location: Sydney and Australia wide

Alysia Lard

Founder and Financial Planner of Zebra Tailored Wealth

Alysia has a natural curiosity to understand individuals. That curiosity is coupled with a desire to give people comfort and guidance as they move through their financial and lifestyle journeys.

Her own professional journey as a Financial Planner started in 2001 and continues on that path today. Along the way she worked with two of Australia’s largest Financial Institutions where her professional knowledge continued to grow, as did her passion and capabilities to advise and guide her clients.

In a profession that sees constant change, Alysia felt the need to move in a new direction to enable her to better meet the varied and ever changing needs of her clients. This has led Alysia to establish her own advice business, Zebra Tailored Wealth, where she is able to provide tailored solutions that better meet the unique needs of each and every client.

Whilst the passion and curiosity mentioned above are key components of a good financial planning relationship, professional academic qualifications are essential. Alysia holds a Bachelor of Commerce from the Australia National University, an Advanced Diploma of Financial Planning, and has attained the designation of Certified Financial Planner.

Location: Sydney and Australia wide

Rachel Bursell

Financial Adviser of Finance Your Future

Rachael Bursell is an award-winning financial adviser, and proud Canberran. She grew up with financial planning, watching her father establish himself in what was, at the time, a small industry compared to today. This sparked her passion for personal finance and as a result she followed in his footsteps and has been working in financial services for over 18 years, before taking on the role of financial adviser in 2017. Rachael is passionate about improving equality and ensuring that both men and women have the same financial opportunities, confidence about money and realistic plans for their future. Giving back to the community is incredibly important to Rachael so she provides pro bono financial guidance and support to women experiencing financial abuse. When she’s not helping her clients protect what’s important and plan for the future, she is a wife to Torsten and mum to Lily and Elijah and has a love for travel, an addiction to coffee and a weak spot for good gin.

Location: Canberra and Australia wide

Tessa Kelman

Senior Associate of Lander & Rogers

Tessa has worked exclusively in Family Law since 2013. She is recognised as a Family Law Rising Star in the 2018-2019 editions of Doyles Guide. She was also listed as a finalist in the Family Law Category of the Lawyers Weekly 30 under 30 awards in 2019. Tessa’s interest in, and passion for Family Law extends beyond her role as a Family Lawyer. Tessa currently drafts headnotes for the Family Law Reports published by Lexis Nexis, is the Chair of the NSW Young Lawyers Committee and the Young Lawyer Representative on the NSW Family Law Committee.

Prior to specialising in family law, Tessa worked as a Solicitor at an international commercial law firm in Sydney. During this time, she worked across a broad range of practice areas in commercial law. This experience forms the foundation of her pragmatic and strategic approach to family law matters, particularly those that involve complex financial issues.

Prior to joining Lander & Rogers, Tessa worked as a Legal Associate to two Judges in the Family Court of Australia, and then as a solicitor in a leading Sydney-based specialist family law firm. As a result of her previous experience, Tessa has developed an understanding across a wide range of family law issues and has experience both at first instance and appeal level. Her in-depth knowledge of the inner workings of the Family Court gives her a unique insight into the way in which complex disputes are resolved.

Tessa’s areas of expertise include:

  • property settlements (including negotiated agreements, mediation and defended litigation at first instance and appellant level);
  • parenting arrangements for the care of children, including parenting matters that involve relocation applications;
  • Hague Convention matters;
  • child support and spousal maintenance matters;
  • superannuation split issues;
  • de facto and matrimonial property matters, including bankruptcy proceedings, in the Family Court of Australia and Federal Circuit Court of Australia;
  • divorce applications; and
  • Family Violence Intervention Orders.

Tessa joined Lander & Rogers in October 2016 and was admitted to practice in February 2014.

Location: Sydney and Australia wide

Chad Penfold

Founder of LawRep

Chad Penfold is passionate about delivering an unmatchable level of communication and service. With an eye for detail and a love of systems and processes, Chad is perfectly suited to conveyancing.

Law`Rep provide holistic advice to address all your estate planning needs and ensure matters settle quickly and efficiently with all parties. What sets `Law`Rep apart is that they are a company of the 21st century delivery service through modern channels to serve their clients at their convenience.

Location: Sydney and Australia wide

Lisa Simpson

Financial Coach and Mentor

Lisa has been a Financial Counsellor and worked in the banking industry prior to that. After working for over 13 years as a Financial Counsellor and Educator Lisa has developed a strong passion for Financial Coaching and Literacy and her broad knowledge base allows her to assist people from all walks of life, all ages and circumstances.

Lisa has a TAE to deliver accredited training in Financial Services, and is trained to deliver MoneyMinded and is skilled in Financial Education, Financial Counselling and training.

Location: Sydney and Australia wide

Kathy Euers

Managing Director of INK Wealth and Mortgage Broker

Kathy has been helping clients all over Australia achieve their financial ambitions for more than 15 years. Kathy holds a Diploma of Financial Planning, a Diploma of Financial Services (Finance/Mortgage Brokering) and is certified in Small Business Management.

Having over 22 years experience in buying and selling properties and actively building wealth through the ‘three pillars” of investing (Property, Securities and Businesses), gives Kathy the ability to offer a broad range of finance advice. This coupled with her financial services experience and the extensive colleague network she has built, enables Kathy to deliver a compelling standard of lending advice to her clients.

Kathy currently works with individual customers, companies and trustees of superannuation funds to develop finance solutions and strategies which are uniquely built for them to achieve their financial goals. With a strong focus on ensuring her customers are fully informed, by providing services in a clear and precise way, Kathy takes great pride in developing lasting relationships and has built a large referral base. One of her biggest thrills is using her experience to walk people through their first ever property purchase, be it their dream home or an investment and provide realistic and empowering finance advice.

Location: Sydney and Australia wide

Rachel White

Senior Product Strategy Manager of Vanguard Australia

Rachel White is a Senior Product Strategy Manager at Vanguard Australia. She holds a Bachelor of Commerce at the University of Melbourne and is a CFA Charterholder.

In her role, Rachel leads the team responsible for researching and developing new products and solutions for the Australian business. Rachel held a similar role in Vanguard’s U.K. business based in London for two years.

Prior to joining Vanguard in August, 2015, Rachel gained experience in the financial services industry holding product and strategy roles at organisations such as PM Capital Limited and National Australia Bank.

Rachel is dedicated to empowering more women to begin their investing journey and is also an advocate for ethical investing at Vanguard.

Location: Sydney and Australia wide

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