Katerina Kimmorley
Katerina brings more than 30 years of experience across wealth creation and financial management, working with both individuals and corporate clients across most facets of financial planning. She…
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Lorelei Heggaton
Lorelei’s career has taken some interesting turns. She spent seven years managing Dick Smith Electronics stores before moving into banking and financial planning administration in 2014, where she…
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Sean Farrelly
Adv Dip Financial Services (Financial Planning), Grad Dip Financial Planning, JP (NSW) Sean has spent his career working with individuals, families and business owners on wealth creation, retirement…
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Christian Mahon
Before joining Lumos, Christian worked as a business energy specialist for Energy Australia, before moving to DMG Financial where he joined the paraplanning team and began his financial…
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Tracey Grose
Tracey has spent 26 years in financial services, moving into an advising role in 2003 and never looking back. Honest about it herself: she wouldn’t know what to…
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Chris Manthey
Before moving into pure financial advice in 2007, Chris worked in accounting and management roles at BHP and then Wagners. He has always been drawn to roles with…
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