ENQUIRE WITH US TODAY!

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

Paraplanner

Jodie Wood

Office Manager

Jessie Micallef

Administration Assistant

Charlotte Alford

Administration Assistant

Jacob Wheatley

Administration Assistant

Cyndi Radford

Administration Assistant

Diane Wootton

Administration Assistant

Kiah Forster

Administration Assistant

Sue Scranton

Administration Assistant

Vanessa Grifo

Business Manager/Mortgage Broker

We at Enlightened Financial Solutions can help youENQUIRE NOW

Changes to Superannuation- starting July 2017

Posted by Admin on February 24, 2017
There are changes to Superannuation starting 2017. Will this affect you ?   [video width="1280" height="720"...

Financial Planning Assoc. of Australia- Professional Practice of the Year Finalist 2016.

Posted by Admin on January 16, 2017
Enlightened Financial Solutions has been recognised by the leading professional body for financial advisers, the Financial Planning Association of Australia...

A will is important at any age!

Posted by Admin on June 3, 2016
Today, almost every adult in the country has some assets to pass on after they die – even if it is only the balance in a superannuation account. Most...