Our team is the backbone of our business and we are proud of who they are and where they have come from. All of our financial planners are required to attain the CERTIFIED FINANCIAL PLANNER® certification – the industry’s highest qualification. As a client this means you can be assured of sound, reliable financial advice.
Our ongoing investment in professional development and personal education ensures the Tailored Lifetime Solutions team keeps abreast of changing conditions that impact on our clients’ affairs. We’d like to introduce you to our team below. These are the friendly faces you’ll see when you come to visit us in our Balwyn East Office.
David Kelsey
Director, Certified Financial Planner, and SMSF Specialist Advisor
David has worked in the financial services industry since 1983 at an administration, fund manager and product development level. David commenced financial planning in 2002 and is a Certified Financial Planner(CFP) and a SPAA SMSF Specialist Advisor™.
Married with three children, David is a keen follower of Carlton and is heavily involved with his three children’s sporting activities. When he gets the chance, he also enjoys a round of golf.
Matt Cronin
Director and Certified Financial Planner
Matt has worked in the financial services industry since 1982 with 18 years in Corporate Superannuation management before becoming a Financial Planner in the year 2000. Matt’s qualifications include being a Certified Financial Planner (CFP) and holds formal Self-Managed Superannuation Fund qualifications.
Married with three children, Matt’s suffering as a lifetime Richmond supporter ended in 2017 with the Tiger’s triumph in September. He spends much of his free time cycling to stay fit to give him the energy to run the Pat Cronin Foundation (formed in memory of his son Pat who was tragically killed in 2016).
Lisa Fitzgerald
Certified Financial Planner
Lisa has worked in the financial services industry since 1987 after graduating from University. She was an owner in the financial planning business known as Hillross Hawthorn which was acquired by Tailored Lifetime Solutions in 2015. Lisa is a Certified Financial Planner (CFP)
Outside of work, Lisa enjoys keeping fit, travelling and sampling many of Melbourne’s restaurants. She also enjoys spending time with her husband Ted and visiting her son’s Paul and John in Canberra where they are studying at the Australian National university.
Mark Roberts
Certified Financial Planner
Mark has worked in the financial services industry since completing his Bachelor of Commerce degree with Distinction in 2008. Mark is a Certified Financial Planner® and is a firm believer in the importance of continued learning and development.
Married with two young children, Mark is a keen Western Bulldogs supporter and enjoys staying active by walking with his family and playing basketball.
Warren Richards
Financial Planner & Mortgage Consultant
Warren has worked in the financial services industry as a Financial Planner since 2001 during which time he ran his own Practice for 5 years. Warren enjoys working with his clients as they progress through different life stages.
Married with two children, Warren closely follows the Essendon Football Club in winter and is a keen cricket participant in the summer months with his son at their local club.
Dylan Romano
Advice Production Manager
Dylan is passionate about the financial services industry and has a Bachelor of Finance. He joined our team in September 2015 to support Planners in providing great service to clients.
Outside of work Dylan enjoys finding the best coffee in Melbourne with his wife. He is also a Carlton supporter and spends Friday nights leading a local youth group.
Keith Townend
General Manager
Keith has worked within the Financial Services industry in both Australia and New Zealand for over 35 years. As a Chartered Accountant he has held numerous roles in finance, investment, governance and general management.
Married with 3 children and 5 grandchildren, Keith enjoys spending time with the family and whenever possible watching the All Black’s rugby team. Keith is also treasurer for a number of small not-for-profit community groups.
Anthony Carbone
Operations Manager
Anthony has worked in the financial services industry since 1994 and joined Tailored Lifetime Solutions in September 2010. Anthony oversees the Company’s day to day operations.
Anthony enjoys spending time with his wife, and two young children and is affectionately known by all as Cuzza.
Alex Van Roon
Financial Planning Assistant
Alex has recently changed industries to follow his true passion of helping people achieve their financial goals – whatever they may be. He has begun a Diploma of Financial Planning and has aspirations of becoming a Financial Planner in the future.
Alex likes to keep fit by playing Indoor Cricket, Futsal, Field Hockey and playing with his energetic English Cocker Spaniel, Maggie.
In his spare time he enjoys watching movies, playing video games and poker with friends.
Sarah Marks
Customer Service Officer
Sarah has worked in the financial services industry since 1989 and joined Tailored Lifetime Solutions in February 2010 as part of the administration team.
A keen supporter of North Melbourne AFL club, Sarah also loves going to the movies and spending time with family and friends.
Raelene Burney
Customer Service Officer
Raelene has worked in the banking, financial advisory and mortgage brokering industry for 19 years and joined Tailored Lifetime Solutions in July 2014. Together with the rest of the Administration team, she manages the implementation of the Advisors recommendations and other general administration.
Raelene enjoys catching up with friends and family especially if great coffee is around or even a nice glass of Sauvignon Blanc. Other free time might find her at a beach or in the garden on one of those elusive sunny warm days. Raelene also happens to be a Richmond supporter.
Justin Vincent
Customer Services Officer
Justin joined our team after completing his university degree where he majored in economics and finance. He is looking forward to helping people achieve their financial goals and aspires to become a financial planner in the future.
Justin also enjoys staying fit through an array of outdoor activities including water skiing in the summertime and motorbike riding in the winter.
Lisa Harris
Customer Services Officer
Lisa has worked in Financial Services for over 10 years and joined Tailored Lifetime Solutions in September 2020 as part of the Administration Team working part-time.
Married with identical twin daughters, Lisa loves spending time with her family, going for walks, dining out and getting lost in a good movie.
Latest News
Christmas crackersDecember 23, 2020 - 3:33 amIf you can’t get enough of the dad jokes you find in your Christmas crackers, here are a few more for your festive feasts. What did Santa do when he went speed dating? He pulled a cracker! Why was the turkey in the pop group? Because he was the only one with drumsticks! What do […]
Top money-saving tips for the new yearDecember 23, 2020 - 3:31 amHow’s your credit card looking after doing all the Christmas shopping? Have you made yet another New Year’s resolution to be better with your money? Whatever your situation, we could probably all do with spending a little less and saving a little more. How to save money on bills Avoid the lazy tax If you’ve […]