Meet the Team
At Lifestyle Wealth Partners we have been helping our clients take control of their destiny and secure their future for over 15 years.
Based in Sydney’s northern beaches, you know you will be in good hands with our highly qualified and experienced team of financial planners.
And as a Fortnum Wealth Adviser, we are also part of a much bigger team of independently owned financial advisers, with the backing of one of Australia’s most respected privately owned financial groups.
David Lunn,
Principal, SSA, GDFP(SIA), MBA(Fin)
Authorised Representative number – 239790
David brings over 20 years’ experience as a financial planner and adviser. He gets a huge buzz out of helping clients achieve peace of mind, knowing their future is safe and secure, and building long-term relationships with all his clients.
“What we offer is something that money can’t buy: peace of mind. If we can’t add value we won’t take on a client.”
Mark Johnson,
Principal, Bbus, GradDipFP, CFP®
Authorised Representative number – 432093
With over 10 years’ experience, Mark has gained a thorough knowledge and is passionate about helping clients meet their personal financial goals.
“I naturally find understanding money very easy and love using what I have learnt to help my clients by bringing simplicity to financial complexity. We provide a social dividend as well as a financial dividend for our clients, and it is incredible to see the impact we have on their lives.”
Susanne Muir,
Practice Manager
Coming from a background of over 20 years’ experience in the financial industry, Susanne has been a very valuable addition to our team since she joined in February 2008.
Susanne’s vast experience includes the administration of risk products, investment products and office management.
Susanne has completed a course in ‘Supervision in Management’ and has used these skills as she deals with all aspects of client management within the Administration Department of our office.
Samantha Keyser
Senior Administrator
Sam has been with the firm since 2005. Sam was our original practice manager prior to moving to part time to start a family and has been with us ever since. Sam brings a very long history and knowledge of our clients and business and is a highly valued member of the team. Sam holds a Bachelor of Economics.
Andrew Lunn
Advice Assistant
Andrew joined the firm in 2019 as a graduate after completing his Bachelor of Commerce majoring in Accounting. Andrew is carrying on the tradition of caring for people through dedication and commitment to client outcomes. Andrew has commenced his post graduate financial planning studies.
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We provide you with peace of mind – manage your risk and ensure you don’t miss out on opportunities.