Empowering people to make educated financial decisions.

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Our Team

Brisbane city at dusk.

Advisors

Tony Sirett AFP® Dip FP (FPA)

Authorised Representative
Managing Director/Senior Financial Advisor

Tony Sirett is an Authorised Representative of Plan 2 Pty Ltd and has been issued Authorised Representative number 261457 by the Australian Securities and Investment Commission (ASIC). Life Assets is a registered business name of Plan 2 Pty Ltd, Licensee Number 237874. Tony is authorised to provide financial advice and deal in financial products.

Education, Qualifications and Associations

Tony has completed a Diploma of Financial Planning with the FPA (equivalent to the current Advanced Diploma of Financial Planning) and has completed numerous other industry specific accreditations and courses. Tony continues to undertake and lead a combination of structured ongoing professional development and study as well as personal learning and self-development to further his experience and qualifications, as part of his ongoing commitment to professionalism.

Tony is an Associate of the Financial Planning Association of Australia - Practitioner’s Division.

Experience

Tony is the Managing Director and the Responsible Manager of Plan 2 Pty Ltd’s Australian Financial Services License.

Tony has a proactive approach to developing long term relationships which are based on high levels of personalised service, coupled with sound professional advice. He has been in the financial services industry since 1990, working primarily as a Senior Financial Advisor but also enjoyed 4 years as a Business Development Manager for a global fund manager and insurance company.

Tony's contagious enthusiasm for the financial services profession provides the clients he works for, with a sense of confidence and positive direction for their financial future.

Away from the office, Tony enjoys spending time with his wife Meredith and two sons Lochlan and Harrison. He enjoys going to the gym, running and generally keeping fit as well as all outdoor activities. He also enjoys watching and participating in a very wide range of sports, but also enjoys other cultural activities and sharing fine food and wine with friends and family.

Paul Jackson AFP® Dip FP (FPA) C Dec

Authorised Representative
Senior Financial Advisor

Paul is employed as Senior Financial Adviser. He is licensed by Plan 2 Pty Ltd and has been issued Authorised Representative number 257781 by the Australian Securities and Investment Commission (ASIC). Life Assets is a registered business name of Plan 2 Pty Ltd, Licensee Number 237874. Paul is authorised to provide financial advice and deal in financial products.

Education and Qualifications

Paul has completed the Diploma of Financial Planning (equivalent to the current Advanced Diploma of Financial Planning), has a Certificate in Applied Self-Managed Superannuation Fund Advice and is a Commissioner for Declarations in Queensland. Paul has been recognised as an Associate of the Financial Planning Association - Practitioner’s Division.

Experience

Paul has worked in the financial services industry since 1978 and as a Financial Planner specifically since 1998. He worked as a Bank Manager and Financial Planner for two of the ‘Big Four’ banks as well as a credit union, an accountancy firm and a law firm in Brisbane. Paul has experience in the specialised area of Self-Managed Superannuation (SMSF) as well as direct investing and retirement planning. Following an earlier role as a specialist retirement planner, Paul has extensive Centrelink and Age Care experience and has previously lectured final year students in Bachelor of Financial Planning at Griffith University in “Retirement and Estate Planning”.

Paul has a clear focus on helping clients invest efficiently and prudently, helping his clients to develop sound strategies and use appropriate asset selection to realise their goals.

When Paul is not advising clients, he can be found spending time with his family, and competing and coaching young track cyclists at state level. Paul also has interests in family history research and sports such as Olympic Lifting and Surfing.

David Marsden, CFP®, JP (Qual) MFinPlan, Grad Dip Mgmt, Dip FP

Authorised Representative
Senior Financial Advisor

David is an Authorised Representative of Plan 2 Pty Ltd and has been issued Authorised Representative number 361919 by the Australian Securities and Investments Commission (ASIC). Life Assets is a registered trading name of Plan 2 Pty Ltd, Licensee Number 237874. David is authorised to provide financial advice and deal in financial products.

Education and Qualifications

David is a member of the Financial Planning Association and is a CERTIFIED FINANCIAL PLANNER® (CFP) professional. He holds a Masters Degree in Personal Financial Planning from the University of Southern Queensland, the FPA Diploma of Financial Planning (equivalent to the current Advanced Diploma of Financial Planning) and also a Graduate Diploma of Management from Deakin University.

David is also a Justice of the Peace [JP(Qual.)] for the State of Queensland.

Additionally, he holds professional engineering qualifications and is a Member of the Institution of Engineers Australia and a Chartered Professional Engineer (Retired).

Experience

David entered the financial planning profession in 1994 following a successful Electrical Engineering career in the Royal Australian Navy. He has more than 21 years experience in wealth management and providing professional financial advice, including over 9 years operating and managing an Australian Financial Services Licence for a large Brisbane chartered accounting firm.

David helps people to make smart choices about their money in harmony with their own values and for reasons that are important to them. He works with them to develop comprehensive strategy and investment solutions to maximise their wealth opportunities. He specialises in providing strategic wealth management advice, planning and implementation.

Away from the office, David is actively involved in the community as a Member and Past President of the Lions Club of Moggill-Mt Crosby.

He has also recently completed an 11 year term as a Member of the Board of Directors of Karuna Hospice Services, a charitable palliative care organisation that provides in-home care to the terminally ill and support for their families. He continues to support Karuna in a volunteer capacity.

David maintains an active interest in Naval matters and holds the rank of Commander in the Royal Australian Navy Reserve.

Clive Hampson Dip FP (FPA), B Ed

Authorised Representative
Senior Financial Advisor

Clive is employed as Senior Financial Adviser. He is licensed by Plan 2 Pty Ltd and has been issued Authorised Representative number 255419 by the Australian Securities and Investment Commission (ASIC). Life Assets is a registered business name of Plan 2 Pty Ltd, Licensee Number 237874. Clive is authorised to provide financial advice and deal in financial products.

Education and Qualifications

Clive has completed the Diploma of Financial Planning (equivalent to the current Advanced Diploma of Financial Planning) and a bachelor of Education from Griffith University (Gold Coast Campus) and a and Diploma of Teaching from Darling Downs Institute of Advanced Education (University of Southern Queensland).

Experience

Clive has worked in the financial services industry in 1997 after a 20-year career teaching in Queensland. Clive began his career in financial planning in small boutique businesses across Brisbane, the Sunshine Coast and the Gold Coast. He has also owned his own planning business.

In recent years, Clive moved into the corporate sector working with QInvest and State Super Financial Services, providing superannuation advice for wealth accumulators and retirees and their families, in the State and Federal Public Service. With specialist knowledge and experience on the various Commonwealth and Queensland government defined benefit schemes, Clive has provided redundancy and earlier retirement advice to their members.

Clive has moved back into private practice as he enjoys providing holistic advice across all aspects of retirement. Clive’s passion is helping people to successfully retire from their work life and to settle into a comfortable retirement. He believes the earlier you look at your long-term goals the more likely you will be to be successful.

Away from their office, Clive and Christine enjoy spending time with their growing family of grandchildren.

Henry McGhee Dip FP

Authorised Representative
Senior Financial Advisor

Henry is employed as Senior Financial Adviser. He is licensed by Plan 2 Pty Ltd and has been issued Authorised Representative number 1008114 by the Australian Securities and Investment Commission (ASIC). Life Assets is a registered business name of Plan 2 Pty Ltd, Licensee Number 237874. Henry is authorised to provide financial advice and deal in financial products.

Education and Qualifications

Henry has completed the Diploma of Financial Planning and continues to undertake structured ongoing professional development and study to further his experience and qualifications as part of his ongoing commitment to professionalism.

Experience

Henry’s life in the Financial Services Industry commenced back in 2005 whilst working for a successful Sunshine Coast based financial planning firm. Before joining Life Assets as our ‘Review Manager’ back in 2011, Henry’s most role was working as a Business Development Manager for a Brisbane’s based Boutique Superannuation Funds.

Henry is passionate about providing holistic advice, helping clients to develop and implement sound strategies and make appropriate decisions to realise their goals.

Away from the office Henry loves spending time with his wife and 2 young children. Most weekends are spent enjoying good food and wine with friends and family.

Support Team

Daryl Worthington CFP®. BBus. Grad Dip App Fin. Dip SM. Adv Dip FS.

Paraplanner

Daryl is a Paraplanner for Life Assets. Life Assets is a registered business name of Plan 2 Pty Ltd, Licensee Number 237874. Daryl supports our advisors and practice manager by providing technical analysis, financial advice document preparation and assisting with our ongoing review service.

Education and Qualifications

Daryl has completed a Bachelor of Business with the Queensland University of Technology, holds a Graduate Diploma In Applied Finance and Investment with the Securities Institute of Australia and also holds a Diploma of Financial Planning with the Royal Melbourne Institute of Technology.

Daryl also completed the Diploma of Superannuation Management with Macquarie University, the Advanced Diploma of Financial Services with Macquarie University and has attained certificates in Self-Managed Superannuation Fund Advice and Gearing Advice with Kaplan. Daryl has also held the Certified Financial Planner designation with the Financial Planning Association of Australia since 1997.

Experience

Daryl has worked as a paraplanner in the financial services industry for over 20 years, including with Macquarie Bank, one of the ‘Big Four’ banks and other boutique financial planning firms. Daryl has experience across a range of areas including investment, superannuation, retirement planning, insurance, estate planning and social security.

Daryl has a passion for technical financial advice and has a clear focus on assisting our advisors and support staff to efficiently obtain the best outcomes for clients. This includes developing and assisting advisors to develop a range of strategy and investment proposals to help our clients effectively achieve their financial planning goals.

When Daryl is not assisting our advisors and support staff, he can be found spending time with his fiancé and family, playing soccer, running and riding. Daryl also has interests in equity markets, direct property markets and family history research.

Tim Bolton Adv Dip FP

Paraplanner

Tim is employed as Paraplanner with Life Assets. Life Assets is a registered business name of Plan 2 Pty Ltd, Licensee Number 237874. Tim supports our advisors and practice manager by providing technical analysis, financial advice document preparation and assisting with our ongoing review service.

Education and Qualifications

Tim has completed the Advanced Diploma of Financial Planning and the Diploma of Finance and Mortgage Broking Management. Tim is currently studying his Masters in Financial Planning.

Experience

Tim has worked in the financial services industry since 2012 as a Paraplanner. Tim has experience in developing complex strategies including those involving property, superannuation, direct investments, insurance and Self Managed Superannuation Funds.

Tim has a clear focus on assisting the advisors to develop sound strategies and use appropriate asset selection to realise their clients’ goals.

Tim and his wife recently welcomed their first child into their family and when he is away from work Tim enjoys spending quality time with them.

Nicole Hodge Cert IV Finance

Paraplanner/Mortgage Consultant

Nicole is employed as a Paraplanner and Mortgage Consultant with Life Assets. She is licensed by Plan 2 Pty Ltd and has been issued Credit Representative Number 494354 by the Australian Securities and Investment Commission (ASIC). Life Assets is a registered business name of Plan 2 Pty Ltd, Licensee Number 237874.

Education and Qualifications

Nicole has completed her Certificate IV in Finance and Mortgage Broking, and is in the process of completing her Diploma of Financial Planning. She continues to undertake structured ongoing professional development and study to further her experience and qualifications and as part of her ongoing commitment to professionalism. Nicole is a member of the Finance Brokers Association Australia (FBAA).

Experience

Nicole has worked in the financial services industry since 2011 in administration and support assisting clients and advisors with administrative tasks and professional advice implementation. She is dedicated to improving her knowledge of the Financial Planning Industry which has seen her move into a paraplanning and mortgage broking role with Life Assets.

Away from the office, Nicole can be found spending time with her family and friends, spoiling her fur baby, Storm (Maine Coon cat) and keeping fit and healthy.

Sharyn Clark Dip FP (FPA), J.P (Qual)

Authorised Representative
Practice Manager

Sharyn is employed as Practice Manager of Life Assets. She is licenced as an Authorised Representative of Plan 2 Pty Ltd and has been issued Authorised Representative number 383511 by the Australian Securities and Investment Commission (ASIC). Life Assets is a registered business name of Plan 2 Pty Ltd, Licensee Number 237874. Sharyn is authorised to provide financial advice and deal in financial products.

Education and Qualifications

Sharyn has completed the Diploma of Financial Planning (equivalent to the current Advanced Diploma of Financial Planning), has a certificate in Self-Managed Super Fund Advice and is also a Justice of the Peace (Qualified). Sharyn continues to undertake structured ongoing professional development and study to further her experience and qualifications as part of her ongoing commitment to professionalism.

Experience

Sharyn has been in the financial planning industry since 1990 and has a broad depth of knowledge and understanding of the many facets of financial planning. Sharyn manages the back-office systems and technology in the business and strives to ensure the efficiency of the office.

Sharyn is involved with the management of the business, compliance and general oversight of advice and compliance. Sharyn is also a Director of Super Admin Solutions, our sister company which provides tax services and administration to Self-Managed Super Fund trustees.

Away from the office, Sharyn enjoys travelling, camping and seeing the great outdoors.

Talitha Howard

Client Services

Talitha is a client service specialist and dedicated to providing high levels of service. She undertakes general client service and administrative duties but also helps our advisors to professionally implement the strategies and products they recommend.

Experience

Talitha started working within the industry in 2009, working for a Super Administration company for over 9 years.

Talitha is involved with assisting our clients, advice implementation and ensuring compliance measures are followed.

Away from the office, Talitha enjoys spending time with family and friends and keeping fit and healthy.