Director, Chief Executive Officer and Financial Planner
Director, Financial Planner and Tax Practice Manager
Chitalu Sikazwe Osedo
Accountant, Manager of Tax and Salary Packaging
Client Services, Bookkeeper
Practice Manager, Financial Planning
Paraplanner/Financial Planning Administrator
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.
Since coming to work with us 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 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.
After 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 financial planning 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.
Lyle has completed his Graduate Diploma of Financial Planning and the FASEA adviser exam, he is currently studying his Masters of Financial Planning and CFP and should have it completed end of 2021, Lyle is also a Justice of the Peace.
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 from Sydney, together they have one daughter and are the team behind our Cairns office
Chitalu Sikazwe Osedo
Chichi 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 in 2011.
Chichi has since completed her Chartered Accountancy and is a Registered Tax Agent. She now mainly focuses on looking after our tax clients, however still looks after client’s salary packaging and car leasing arrangements.
Tracey is originally from Zimbabwe/South Africa and moved to Australia in 2006. Tracey began her accounting career in Mackay in 2008 and has since relocated to Brisbane to further her opportunities. After completing her CPA in June 2016, she joined the Lighthouse Partners team in June 2017, obtaining her Tax Agent Registration shortly thereafter.
Tracey’s main responsibilities are preparing tax returns, specialising in business tax returns, financial statements and assisting in client’s software programs.
Kylie originally joined us as receptionist in 2015 and has since moved into the role of bookkeeper along with her administration and client service duties. She holds a Certificate III in Business Administration. Her previous roles have been varied including working in government, oil refining, and mining where she spent 9 years employed in a gold mine in the Northern Territory.
Kylie was born in Redcliffe and enjoys camping/caravanning with her family whenever possible. Her 25 years of experience in administration helps keep a very busy practice running efficiently.
Ingrid joined Lighthouse Partners in 2016 to help manage the financial planning sector. Ingrid has 13 years’ experience in the financial services industry. She started as a receptionist for an independent financial adviser, moved to working in private banking and previously as a client service manager. Ingrid holds a Diploma in Financial Planning.
Ingrid assists the financial planners in the day to day running of the financial planning sector from keeping the data base up to date, to preparing the Statement of Advice documents, application forms and assisting clients with enquiries. Ingrid has recently taken on more of the paraplanning duties and will continue to have a varied role throughout the business.
Judy has worked in Finance for 19 years, commencing with KPMG Financial Services in 1999. She has 7 years’ experience providing financial planning advice to clients. Judy holds an Advanced Diploma in Financial Planning and SMSF accreditation.
She joined Lighthouse Partners in April 2017 when she moved to the Peninsula and enjoys living close to family members.
As our paraplanner, Judy assists the financial planners in modelling, structuring and presenting strategies for our clients and brings a wealth of knowledge and experience having worked in different market cycles since 2004.
Bec has been in the finance industry since 2015, and prior to that has a background in legal.
Bec has worked in various roles including a role as a financial planner 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.
Bec holds an Advanced Diploma of Financial Planning.
Jared joined Lighthouse Partners after looking for work experience in February 2014, having completed an Associate’s degree in Business from the University of Southern Queensland.
Jared has aspirations of becoming a financial planner & his day-to-day focus revolves around financial planning administration, salary packaging, novated leasing and tax preparation. Above all else, Jared loves the client-focused aspects of the business.