Sam has over 20 years experience in the Securities and Derivatives Industry beginning with his time as a trader on the Sydney Futures Exchange in the early 1990’s. As well as his vast knowledge of financial products covered at Lythgo Crew, he has a particular interest in dealing with Sophisticated and Wholesale investors and the products available to these types of clients. Sam as Managing Director also oversees the day to day running and compliance requirements for Lythgo Crew.firstname.lastname@example.org
Michael is a qualified financial planner with a background in business banking, mainstream financial planning and securities advice. His main expertise lies in the areas of life products, superannuation and long term equity based strategies. Michael likes to provide his clients with holistic advice across investment, risk and retirement planning. Michael is also a member of the Onepath Life Risk Adviser Board.email@example.com
Dane has always had a passion for helping people whether it be his clients or his local surf lifesaving club where he volunteers. This passion combined with a strong desire to pursue a career in finance and money management has led him to becoming an exceptional financial planner. With an eye for detail and technical skills incorporating the latest changes in regulatory requirements, Dane helps his clients meet their goals across all areas of financial planning. Dane studied a Bachelor of Commerce at the University of Sunshine Coast with a Double Major in Financial Planning and International Business and is RG146 firstname.lastname@example.org
James commenced as an employee with Lythgo Crew in 2015 when he completed his Bachelor of Finance degree at the Queensland University Of Technology. Upon completion James became an accredited Authorised Representative within the company. James specialises in providing strategic financial advice in relation to Investments, Superannuation and Insurance for a broad range of clients irrespective of age, occupation or email@example.com
Financial Advisor/Portfolio Manager
Peter has 15 years in the securities and derivatives industry. His speciality is using exchange traded index and share options to manage portfolio risk. He has successfully traded exchange traded options for indices and equities on the Australian and US equity markets over this time, initially as a private trader and then as a manager of private client funds. He has also developed and uses propriety share market momentum software to aid market timing decisions.
Lee began her working life in the highly competitive Brisbane recruiting industry becoming well respected in that field before moving on to create a family. This thirst for work though has returned Lee to Lythgo Crew for her second stint at managing our Back Office while assisting in the implementation of new policies and procedures to assist advisers with the ever changing regulatory landscape. Please feel free to contact Lee for any information you may require that doesn’t need adviser input.