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The Lumos team
Our People

The people behind
the advice

Meet the advisers, planners and specialists who make Lumos what it is.

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Leadership

Our directors

Alisha Lever

Alisha Lever

Managing Director

Toowoomba, QLD
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Amy Holmes

Amy Holmes

Director

Ballina, NSW
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Chris Manthey

Chris Manthey

Director & Senior Financial Adviser

Toowoomba, QLD
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Peter Lever

Peter Lever

Director

Toowoomba, QLD
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Jenny Lever

Jenny Lever

Director

Coming soon
Stuart Brady

Stuart Brady

Director

Murwillumbah, NSW
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Advice

Financial planning

Chris Manthey

Chris Manthey

Director & Senior Financial Adviser

Toowoomba, QLD
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Tracey Grose

Tracey Grose

Financial Adviser

Toowoomba, QLD
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Sean Farrelly

Sean Farrelly

Senior Financial Adviser

Ballina, NSW
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Christian Mahon

Christian Mahon

Financial Planning Associate

Southport, QLD
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Lorelei Heggaton

Lorelei Heggaton

Paraplanner

Murwillumbah, NSW
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Katerina Kimmorley

Katerina Kimmorley

Senior Financial Adviser

Southport, QLD
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Specialists

Accounting and specialists

Lisa Baskin

Lisa Baskin

Accountant

Murwillumbah, NSW
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Jenna Flynn

Jenna Flynn

Accountant

Ballina, NSW
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Kristy Pennell

Kristy Pennell

Senior Accountant

Bundaberg, QLD
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Simon Jones

Simon Jones

Accountant

Ballina, NSW
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Luke Bolger

Luke Bolger

Accountant

Ballina, NSW
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Ruby Whittaker

Ruby Whittaker

Senior Accountant

Murwillumbah, NSW
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Jeff Skinner

Jeff Skinner

Senior Accountant

Ballina, NSW
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Rebecca Thomson

Rebecca Thomson

Senior Accountant

Murwillumbah, NSW
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PG

Preeti Grover

Senior Accountant

Murwillumbah, NSW
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Brittany Kemp

Brittany Kemp

Senior Accountant

Mackay, QLD
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Callum McNeill

Callum McNeill

Finance Broker

Ballina, NSW
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ND

Nicole Dennis

Bookkeeper / Client Services

Toowoomba, QLD
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Kody Holmes

Kody Holmes

Accountant

Ballina, NSW
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Jessica Hart

Jessica Hart

Accountant

Bundaberg, QLD
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Aaron Chapman

Aaron Chapman

Senior Accountant

Murwillumbah, NSW
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Michael Gengos

Michael Gengos

Accountant

Warwick, QLD
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David Gengos

David Gengos

Principal Accountant

Warwick, QLD
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Jacqui Harrison

Jacqui Harrison

Senior Bookkeeper

Ballina, NSW
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Ché Bell

Ché Bell

Internal Management Accountant

Goondiwindi, QLD
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Tim McOmish

Tim McOmish

Accountant

Ballina, NSW
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Whether you need strategic advice or simply want to explore your options, our team is here to help.

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