Director, Chief Executive Officer and Financial Planner
Tim began his finance career in 2004. He has worked in many varied roles within the banking institution ranging from lending for homes through to business banking and equipment finance.
Having completed his Bachelor of Business, majoring in Banking & Finance and Management, Tim joined the team in pursuit of a new challenge within his career. He has worked in and managed the salary packaging, novated leasing and financial planning areas and is now the CEO of the Company.
His main responsibilities are Financial Planning, Personal Risk Insurance and Business strategy, though he is highly proficient in all areas including tax and novated leasing.
Director, Financial Planner and Tax Practice Manager
Since coming to work at Lighthouse Parners in late 2005, Kiriley has gained much experience in the finance arena. After completing her Bachelor of Commerce with Distinction (double major in Finance and Accounting) in June 2008, and undertaking the ITP tax course, she finalised her Diploma of Financial Planning in late 2010, and now continues to further her education through continual professional development.
After completing a Corporate Taxation Law course, in June 2012 she received her individual tax agent’s registration from the Tax Practitioners Board.
Further studies have included a Margin Lending and SMSF Specialist course, and Kiriley is now undertaking the Advanced Diploma of Financial Planning.
Kiriley’s main responsibilities include servicing our financial planning clients, the ongoing administration of client’s investment portfolios, and overseeing our tax practice.
Having lived on the Redcliffe Peninsula all her life, she continues to enjoy the relaxed lifestyle and beautiful surroundings.
Following a 12 year stint in the Royal Australian Navy as a marine engineer, John Cannon joined the financial services industry in the mid 70’s. In Partnership with his wife he commenced as Life Agent/Broker running his own insurance practice in Townsville for 13 years. Relocating to Brisbane in the 90’s, John worked in numerous corporate roles including CommSec, Tower Trust, AXA, AMP and Property Funds Australia. John’s expertise covers a broad range of advice areas particularly pre and post-retirement baby boomers.
Lyle has been in the insurance industry since 2013 and the finance industry since 2015. He has worked in various roles during this time, and has gained valuable experience in the finance area. He continues to expand his industry knowledge each day.
After completing his Diploma of Financial Planning and the Corporate Taxation Law course in 2017, he will soon finalise his Advanced Diploma of Financial Planning. He intends to continue to further his studies through ongoing professional development.
Lyle’s expertise includes risk insurance, superannuation and financial planning. His passion is his clients, and ensuring they are looked after.
Having relocated to Cairns in 2012 with his wife Rebecca Filer, together they have one daughter and are the team behind our Cairns office.
Chi Chi Osedo
Chitalu or Chi Chi for short, is originally from Zambia. She moved to Western Australia in 2004 where she attained a Bachelor in Economics & Finance and Masters in Accounting and joined the Lighthouse Partners’ team (previously Dobinson Financial) in 2011. She looks after the finance and car leasing arrangements for our clients as well as managing the tax returns and salary packaging activities of the Company.
Chi Chi has been studying for her chartered accountant qualifications and aims to complete the study in 2016.
As a life-long Redcliffe local, Jared came to us in early 2014 looking for work experience whilst studying commerce at USQ. Commencing in an administrative role, Jared now provides service to our clients in taxation, novated leasing and salary packaging. He is currently committed to fulfilling his requirements in a Diploma of Financial Planning with aspirations of becoming a future financial planner.
Faisal joined the team in December 2015 providing service to our clients in salary packaging, novated leasing and taxation. Before joining us, Faisal worked at RemServ for more than 4 years in both salary packaging and novated leasing and gained valuable experience in these areas.
Faisal completed a Master of Professional Accounting in December 2009 and is looking to undertake a Diploma in Financial Planning in the near future.
Paraplanner/Financial Planning Administrator
Bec has been in the finance industry since 2014, and prior to that has a background in legal.
She has worked in various roles and has a strong administrative and compliance background and is building on her knowledge and experience in the financial planning industry. Bec’s role includes providing paraplanning and administrative support.
She finalised her Diploma of Financial Planning in early 2016 and is currently completing her Advanced Diploma of Financial Planning.
Kylie is one of our valued administration team members who joined us in 2015. She will provide you with absolute professionalism while attending to your call to ensure you receive the best customer service experience. Kylie has 25 years’ experience in administration and she keeps a very busy practice running efficiently.