PRINCIPAL + DIRECTOR + FINANCIAL PLANNER

Travis is the Principal, Director and Financial Planner with Lighthouse Capital South West Pty Ltd based in Bunbury, WA however servicing clients from a wide geographical area. He is a member of the Financial Planning Association and is a Certified Financial Planner (CFP®). He holds an Advanced Diploma of Financial Services (ADFS) and graduated with a Bachelor of Science (BSc) from Murdoch University. Travis has been in the Financial Planning Profession since 2008.

Travis views Financial Planning as a ‘helping profession’ that assists and supports people to gain a better understanding of the financial tools, strategies and options available to them. This enables clients to be part of the decision-making process and promotes peace of mind.

Travis believes that maintaining his health is important so he can always bring his ‘best self’ to work. He enjoys the outdoors, Boating, mountain biking, surfing or doing anything out on the water with his wife and two sons. He’s a Dockers fan but at the end of the day, he can often be found searching for his ‘dream boat’ with a glass of wine in hand.

GRADUATE PARAPLANNER

Thomas had an interesting start to his professional career. As he moved down from Perth and joined Lighthouse Capital South West in March of 2020, he was promptly locked down with the onset of COVID-19. But testament to the character and good nature of Thomas, he got on with the job and has made the very most of his time in the financial planning industry thus far.

Thomas has worked incredibly hard and has completed a Bachelor of Commerce (BCom-FinMan) from Curtin University, majoring in Finance and Management and is now undertaking his Masters in Financial Planning (MFP).

Thomas, now based from the office in Perth, loves all things AFL and NBA. He has volunteered to coach junior basketball teams and is extremely proud of his gorgeous partner who is a primary school teacher. Thomas has already endeared himself to many Lighthouse Capital South West clients as he brings his sense of humour and warmth to work with him every day and is a very valued member of the team.

CLIENT SERVICES OFFICER + PARAPLANNER

With a background in financial administration, Alison has joined the LHCSW Team after completing her Bachelor of Commerce (Finance Major and Accounting Minor). She’s passionate about learning, and looking towards further study in financial planning.

Alison has previously worked in financial planning and also utilised her naturally compassionate nature working for a not-for-profit assisting those in financial need. Previous experience includes a winery cellar door team member and had several volunteer positions helping in her community.

Alison’s work, study and two children keep her very busy. When there is a chance to relax, she enjoys cooking, usually with a glass of wine (or two!) and is a bit of a ‘foodie’ at heart. Alison has also dabbled in art and even sold a dozen or so paintings and drawings. Where she finds the time, we’re not sure but we’re delighted she’s part of our team and ready to assist you.

CUSTOMER SERVICE MANAGER

In a trend not often seen in today’s working world, Suzie has been with Godfrey Pembroke for 21 years and considers that she’s still lucky enough to work with many of the same clients, even her old school principal! Suzie has been right alongside many clients as they have transitioned through several business and life changes over these 21 years.

Her great passion and joy in life is enjoying time with her family, including her husband, two daughters and two treasured grandchildren. She enjoys playing volleyball, basketball and lawn bowls, but sadly, her football team is Carlton. We try not to hold this against her. Lucky she makes us laugh and smile and keeps us on track every day.

PARAPLANNER

With over 12 years of experience in the insurance and financial planning industry, Kirsten has held roles in client services, administration and paraplanning. Holding a Diploma in Financial Services and a Certificate III in Business Administration, she continues to hone her organisational skills for the betterment of the client experience. She describes this as being ‘front and centre’ in all of her work in the financial planning sector.

Originally hailing from the Barossa Valley, South Australia, Kirsten moved to WA to be closer to family and now calls Bunbury home. She loves travelling, exercising, the beach and her dog. She is also a proud mum of a beautiful little boy and a loving wife.

Kirsten describes her strongest personal qualities are an intense desire to be successful in anything she tries. She feels she’s always willing to put in every effort to make sure she achieves her goals in life. She values being a very hard worker and very productive in her day to day work. We’re glad Kirsten has chosen to serve our clients alongside us.