Our first interview is at no cost and no obligation. The initial appointment will help us understand your goals and aspirations for the future. We will also discuss how we can help you on your financial journey.

Our vision “Improving the lives of those seeking financial freedom for retirement and beyond”

Meet the team

James Wortley

CEO / Founder

Scott Jamieson

Owner / Financial Planner

Mike McLeod

Certified Financial Planner

Mike Thackray

Certified Financial Planner

Simone Anderson

Risk Adviser

Brendan Hughes

Financial Planner

Jason Elbourne


Jodie Wood

Office Manager

Jessie Micallef

Administration Assistant

Jacob Wheatley

Administration Assistant

Cyndi Radford

Administration Assistant

Diane Wootton

Administration Assistant

Vanessa Grifo

Business Manager

We at Enlightened Financial Solutions can help youENQUIRE NOW