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.
Jason Harris
Financial Planner – CPA (Financial Planning Specialist)
Jason has worked in the financial services industry for 32 years 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 for the past 24 years. He gained his Certified Practicing Accountant (CPA) qualification in 1997 and his Financial Planning Specialist designation in 2000.
Married with four children and one grandchild, 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, Cooper & Tommy (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.
Shaziyya Adam
Advice Production Manager
Shaziyya has been working in the financial service industry, since completing her Master’s in applied finance in 2008.
Shaziyya works closely with the planners and is passionate about supporting the team to provide high quality advice that can best help clients achieve their goals and dreams. Before joining the financial planning industry, Shaziyya worked as a corporate banker for the leading bank in the Maldives.
Shaziyya is married with two children, enjoys spending time with her family and beloved Cat Luna. She is a keen and determined runner and is hoping to run her first half marathon soon. Shaziyya enjoys following the Australian cricket team and watching footy with her husband in her spare time.
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.
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.
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.
James Connellan
Customer Services Officer
James joined the team after completing his Bachelor of Commerce where he majored in Financial Planning. He is now studying his Masters of Financial Planning. James is eager to help people reach their financial goals as part of the advice production team.
James also enjoys staying fit by playing football on the weekends and is a keen supporter of the North Melbourne AFL club.
Lovely Magno
Financial Planning Assistant/Paraplanner
Lovely has five years experience in the administration role and joined TLS in January 2020 as one of our dedicated team members.
Outside of work, Lovely enjoys spending quality time with family and friends. She is an enthusiastic trail walker and listening to music.
Lovely is also passionate about her faith.
Shikennah Bornea
Financial Planning Assistant
Shikennah graduated with a degree of Business Administration major in Management Accounting.
She joined TLS in September 2020 as part of Financial planning assistant team.
Shikennah loves to cover dances in Tiktok and spend time with her family. She is a passionate volleyball player and a fan of basketball as well.