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, CPA or equivalent – the industry’s highest qualifications. 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 either our Surrey Hills or Hobart Office.
David Kelsey
Managing Partner and Senior Financial Planner
David commenced as a Financial Planner in 2002 and has completed his Graduate Diploma of Financial Planning and is a Certified Financial Planner(CFP).
Prior to this, David worked in a number of roles at an administration, fund manager and product development level.
Married with three children, David is a keen follower of Carlton and when he gets the chance, he also enjoys a round of golf.
David is motivated by the importance and difference that advice can make to individuals. David, who has a system and process background, also enjoys dealing with and learning about new technologies designed to improve client experiences.
Matt Cronin
Senior 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.
Matt is married with three children and two grandchildren. 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).
Todd Jeffrey
Senior Financial Planner & Aged Care Specialist
Todd has been a financial adviser since 2001. After commencing his working life on his family farm on the North West Coast of Tasmania, Todd moved into to working at a large Tasmanian Hardware chain to eventually managing the Service Operations for Motors Devonport and Ulverstone at the age of 26, before entering the Financial Services Industry in August 2001.
Todd currently holds a Master of Business from the University of Tasmania, a Graduate Diploma in Financial Planning, together with specialist accreditation in Self-Managed Super Funds (SMSF). Todd is also an Accredited Aged Care Professional. Todd is a member of the Association of Financial Advisers (FPA) as well as a Graduate and member of the Australian Institute of Company Directors (AICD).
Married with a young child, Todd enjoys spending time with his family and friends. He spends time cycling to keep fit and is an avid F1 follower.
Lisa Fitzgerald
Senior Financial Planner
‘Set your goals in concrete, make your plans in sand.’
This philosophy captures Lisa’s grounded and adaptable approach to financial planning. With decades of experience in financial services, she has built a reputation for helping clients turn their aspirations into practical strategies that evolve with life’s changing circumstances.
Over a decade ago, Lisa sold her successful financial planning business to Tailored Lifetime Solutions and continues to value the team’s professionalism, service, and ethical standards. She is proud of the long-standing loyalty of her clients, many of whom have trusted her guidance through major milestones, including managing debt, saving for children’s education, preparing for retirement, and navigating aged care.
Known for keeping financial planning simple, thoughtful, and caring, Lisa helps clients set realistic goals and adapt their plans so they can stay focused on what matters most. Outside work, Lisa and her husband Ted are enjoying their empty-nester stage; she starts her days with 6am strength training, has completed a level in the WSET Award in Wines, and is developing her skills in macro photography.
Jason Harris
Senior Financial Planner
Jason has worked in the financial services industry since 1990 after completing a Bachelor of Business in 1989 with majors in Accounting and Economics and a sub major in Law. He began his career as a tax accountant before changing careers and becoming a financial adviser which, he has done since 1998. He gained his Certified Practicing Accountant (CPA) qualification in 1997, his Financial Planning Specialist designation in 2000 and Accredited Aged Care Professional status in 2022.
Married, with four children and two grandchildren, Jason is a keen tennis player, loves overnight hiking, day hikes, camping, weekends away, catching up with friends and family and walking his beloved dogs, Tommy & Zoe (Golden Retrievers). An avid reader and watcher of all thing’s science fiction and fantasy, with a few classics thrown in. He is an enthusiastic and grateful (some would say spoilt) follower of Hawthorn. He loves to travel and always has several adventures planned.
Catherine Jenkins
Senior Financial Planner
Catherine has worked in the financial services industry since 1990 in various accounting roles in large corporates before obtaining accreditation in 2015 as a financial adviser. Catherine has completed a Bachelor of Commerce majoring in Accounting and Finance in 1998, gaining Certified Practicing Accountant status in 2001. Catherine has also managed a Financial Planning Practice for several years. Caring, experienced and enthusiastic, Catherine loves helping her clients achieve their goals.
Catherine has a full house with two teenage children, two elderly golden retrievers and two spoilt cats. She loves catching up with friends and curling up with a good book.
Tim Burmeister
Certified Financial Planner ®
Tim has worked in the financial services industry since 2014 and has spent more than a decade with Tailored Lifetime Solutions, where he partners with clients to build long-term, personalised strategies for their financial wellbeing.
Tim completed his Certified Financial Planner (CFP®) certification in 2019 and holds a Bachelor of Business with majors in Economics and Finance.
Born and raised in Melbourne, he is a fourth-generation Essendon Football Club supporter. Outside of work, Tim is passionate about exploring the world, constantly seeking out new destinations and cultural experiences.
James Connellan
Financial Planner
James joined the TLS team after completing a Bachelor of Commerce, majoring in Financial Planning. Since joining the firm, he has gained valuable experience across a range of roles within the administration and advice production teams. Following the successful completion of his Professional Year, James was appointed as a Financial Planner. He is currently furthering his expertise by undertaking a Master of Financial Planning.
Outside of work, James enjoys spending time with his partner, Rhi, and their Boxer, Roy. He also enjoys playing for the East Burwood Football Club and is a passionate supporter of the North Melbourne Football Club.
Anthony Carbone
Projects and Subject Matter Expert
Anthony has worked in the financial services industry since 1994 and joined Tailored Lifetime Solutions in September 2010.
In his new role as Projects and Subject Matter Expert, he is responsible for overseeing the company’s projects and ensuring the efficient delivery of services across all areas of the business.
Recognised for his professionalism and strong leadership, Anthony brings extensive industry knowledge and a commitment to operational excellence to his work at Tailored Lifetime Solutions.
Melissa Harmer
Client Services Manager
Melissa has worked in the financial services industry for over 20 years. Melissa commenced with Tailored Lifetime Solutions in July 2026 and leads our Client Services Team. As Client Services Team Manager, Melissa provides support to the team ensuring our clients receive the guidance and support they deserve. The team directly assist the Financial Advisers to provide the highest level of service and care to our clients.
Melissa has worked closely with Directors, Financial Advisers and client services teams and brings a wealth of knowledge to the firm.
Outside work Melissa enjoys time with her family in the outdoors, attending kids sport, visiting family in Inverloch and holidays to the beach or snow when possible. She also enjoys a good book to read.
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.
Rachael Goetzke
Customer Service Officer
Rachael has worked in the Financial Planning Industry since 2007 and recently joined the Tailored lifetime Solutions team as part of the Hobart acquisition.
Outside of work Rachael spends her time with her family, which includes 2 children and 2 fur babies. She is a keen Netball player, and when not on Soccer mum duties, she is found around the Netball courts where she still umpies, plays and volunteers in a variety of ways.
Gary Li
Customer Service Officer
Gary has worked in Accounting and NDIS industry for a few years and joined Tailored Lifetime Solutions in 2024 as a member of the Administrative Team, which makes his first time entering the financial services industry.
He has completed his Grad Dip of Financial Planning and dedicating to bring a greater value to all clients and TLS in his new career.
When off work, Gary enjoys spending quality time with his family and contributing to the community.
He likes making connections with different people and focusing on world affairs.
Jacqueline Lademann
Customer Service Officer
Jacqueline joined Tailored Lifetime Solutions in 2023 as a valued member of the Administrative Team. With many years of experience in administration, she brings a wealth of knowledge and a client-focused approach to her work, ensuring that every interaction is handled with genuine care and efficiency. Her dedication to supporting both clients and colleagues makes her an integral part of the team.
Outside of work, Jacqueline is a passionate reader who’s rarely seen without a book in hand. She also has a deep love for live music—whether it’s a stadium concert at Rod Laver Arena, a local pub gig, or an evening at the opera, she finds joy in the energy and artistry of performance.
Shaziyya Adam
Advice Production Manager
Shaziyya has over 15 years of experience in financial services, working closely with planners, paraplanners, and team members to provide guidance on compliance and advice documentation.
Recognised for her deep knowledge, strong adherence to compliance standards, and deep understanding of client needs, she focuses on improving workflows and ensuring the consistent delivery of high-quality advice.
Outside of work, Shaziyya enjoys outdoor activities and values time with family and friends.
Lachlan Wardle
Financial Planning Assistant
Locky joined the team in team in January 2024, as part of the financial planning assistant team. Graduating with a Bachelor of Commerce with a major in financial planning
Outside of work he enjoys playing a variety of sports and is a keen supporter of the Chicago Bulls.
Rachi Kariyawasam
Financial Planning Assistant
With over 13 years in the finance industry, Rachi has worked closely with a range of fund managers, gaining deep insight into investment strategies and client-focused planning. Now in the role of Financial Planning Assistant, Rachi draws on this experience to help clients achieve their financial goals with clarity and confidence.
Rachi graduated from Deakin University in 2012 with a Bachelor of Commerce, majoring in Finance, Financial Planning, and Economics.
Outside of work, Rachi enjoys time on the golf course, where patience, focus, and smart strategy are always part of the game—and the job.
Lochie O’Brien
Financial Planning Assistant
Lochie joined Tailored in August 2025, as part of the financial planning assistant team. Currently in his final semester of study, completing a Bachelor of Commerce majoring in both Financial Planning and Finance.
Outside of work he enjoys his AFL and Golf and keeping active with his Australian Shepherd.
Alleen Breward
Paraplanner
Alleen joined Tailored Lifetime Solutions in November 2024. As a member of the advice production team, Alleen brings many years of experience with a background in executive support, financial planning and office administration.
Married with one child, Alleen loves to spend time with family and friends especially over great food and a glass of wine. Alleen also enjoys travelling, reading and a spirited game of canasta.