FINANCIAL SOLUTIONS TEAM

Shane Lee BComm, CFP
Partner & Senior Financial Planner
Shane is a Certified Financial Planner with 20 years experience in banking and finance backed by a Bachelor Commerce and a Diploma of Financial Planning. Read More

Mal Smith
Partner & Senior Financial Planner
Mal Smith is a highly respected financial planner with a friendly nature, over 20 years professional experience and specialist knowledge in superannuation investments. Read More

Vanessa Stevenson Dip FS
ParaPlanner
With more than 20 years in administration, business and finance, backed by a Diploma of Financial Services (Financial Planning), Vanessa plays a valuable role in the financial planning area. Read More

Bev Hoadley
Client Services Officer
With over forty years experience in administration and book-keeping, Client Services Officer Bev Hoadley made the move across from Lifetime Financial Solutions in 2010 with the merger. Read More

Gloria Payne
Client Services Manager
Gloria Payne joined the BMO Financial Solutions team as the Client Services Manager in August 2012 with twenty -five years experience in banking, administration and customer service. Read More

Jemma Brown
Paraplanner
Jemma Brown joined the BMO Financial Solutions team at BMO at the beginning of 2013 as a Paraplanner. Read More

Kelsey Meacham
Client Services Officer
Kelsey Meacham began at BMO in early 2011 as a Client Services Officer for BMO Financial Solutions. Read More