Wealth Management Key Personnel

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.

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.

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 circumstance.

Jonathon joined LCWM in early 2021 after completing a Bachelor of Business and Commerce Majoring in Finance and Human Resource Management at the University of Southern Queensland. Since starting at the firm, Jonathon has also since completed a Graduate Diploma of Financial Planning through Kaplan Professional. Jonathon completed his professional year by working closely with Director Michael Crew. Jonathon is focused on providing Insurance, Investment and Superannuation advice to a wide range of clients. Jonathon also has extensive experience in dealing with Centrelink matters and can greatly assist with Age Pension queries for older clients.

Jayde joined Lythgo Crew in February of 2022. Jayde brings a wealth of knowledge to the firm with a long history in a number of roles for a large ASX listed firm. Her knowledge around reporting, administration and management allows the firm to run smoothly and her support role for Michael Crew proves invaluable to him providing an excellent service to his client base. Jayde continually introduces new policies and procedures to the firm and ongoing training to our support staff that enables the streamlining of everyday procedures vital to keeping on top of regulation.

Brock joined LCWM in early 2025 after deciding he wanted to pursue a career as a financial adviser. Brock completed a Bachelor of Business degree at the Queensland University of Technology in 2020. Since starting at the firm, Brock has commenced a Graduate Diploma of Financial Planning through Kaplan Professional and is intending to start his professional year in early 2026.

Brooke joined Lythgo Crew in June 2025. Brooke completed her Masters in Financial Planning in 2017 and has been working as a Senior Paraplanner for over 15 years with experience in both boutique and corporate financial planning firms.

Her extensive knowledge around financial planning will assist in providing a superior and professional quality advice document solution to the advice team as well as introducing processes to ensure a timely turnaround for our advice delivery.

With over two decades of experience in financial services, Katie joined the Lythgo Crew team in July 2025. She is passionate about delivering an outstanding client experience through efficiency, clear communication, and a genuine care for people. By supporting our financial advisers and paraplanners, Katie ensures that every detail is handled with precision, and every client feels welcomed.

Zain joined Lythgo Crew in January 2026. Zain completed his Bachelor of Business (Finance) at Queensland University of Technology in 2025 and has been working as a Client Service Officer since with experience in boutique financial planning firms primarily servicing life insurance matters for dental professionals. Since starting at the firm, Zain has commenced a Graduate Diploma of Financial Planning through Kaplan Professional and is intending to start his professional year in mid-2026.

Grant joined Lythgo Crew in January 2026. He completed a Bachelor’s degree in Business (Financial Planning) in 2012 and brings over 14 years’ experience as a Paraplanner, having worked across both boutique and corporate financial planning firms. His extensive financial planning knowledge will contribute to the production of superior, professional quality advice documents for the advice team, while also introducing processes to support timely delivery.