Amy Holmes
Amy works alongside business owners, families and investors to build wealth, protect what matters most and create lasting legacies. Her technical expertise spans taxation, business structuring, succession planning,…
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Alisha Lever
Alisha began her career studying business and law before working as a lawyer with a large corporate firm. Drawn back to the advisory world, she brought with her…
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Peter Lever
Peter has spent more than 40 years in finance, building deep expertise across accounting, tax, financial analysis, auditing, business strategy and planning. In that time he has played…
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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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Ché Bell
Before joining Lumos, Ché spent over nine years in financial management, most recently as Finance Manager for a corporate agricultural fund overseeing farming operations, grain storage, container packing…
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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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David Gengos
David built and led David Gengos & Company Chartered Accountants in Warwick from 2003 to 2023, a practice grounded in the needs of larger business clients and primary…
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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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