Meet the team

We have long believed that good advisers have a profoundly unique set of characteristics – you must be technically astute, possess strong business acumen and, above all, have a genuine desire to help people. In addition to these traits, our advisers possess a broad range of wealth management expertise, including asset management, administration, asset protection, tax structuring, and intergenerational wealth transfer.

Our team consciously continues educating themselves, both professionally and on the nuances of the financial landscape, staying up to date through tailored continuous professional development programs. In addition, our team maintains high-level interactions with other specialist professionals, in particular tax accountants and estate planning specialists to ensure all relevant laws are considered in pursuit of our clients’ wealth management objectives.

 
 
 

Lisa Walters

managing Director

Lisa is a Chartered Accountant and Project Manager, with extensive commercial experience developed over 20+ years across banking, public sector and NFP roles, leading diverse teams in both London and Sydney.

Lisa is a strong collaborator with a passion for delivering a positive impact in all aspects of life.

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Her more recent experience includes the leadership of corporate services functions including finance, IT, human resources, risk, governance and facilities.

Lisa is the Company Secretary and a Director of Lorica Partners.

Qualifications

  • Masters, Public Administration
  • AICD Graduate
  • FINSIA - Applied Finance and Investment
  • Chartered Accountant
  • Commerce Degree
 

Joseph Portelli

Adviser

Joseph cares deeply about his clients and their families and is an incredibly thoughtful and insightful wealth mentor. Joseph has been in the financial services sector for over 20 years, attaining extensive experience in portfolio construction, developing client strategies, superannuation, tax and estate planning.

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Before joining Lorica Partners, Joseph spent 12 years with the global consulting firm Mercer, primarily as a Principal and Adviser to high net worth clients. He then joined ANZ Private Bank as a Senior Financial Adviser.

Having experienced some of the challenges wealth advisers can encounter in large financial organisations, Joseph, who is also a director of Lorica Partners, relishes his role in an environment that allows him to always put his client’s interests first.

Joseph is a Director of Lorica Partners.

Qualifications

  • Certified Financial Planner (CFP®)
  • Specialist SMSF Adviser (SSA®)
  • Bachelor of Economics (University of Sydney)
 

Rick Walker

adviser

Rick loves being a Financial Adviser because of the relationships he builds with people and the meaningful difference he can make in their lives. You can read here why being an adviser is so important to him.

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Rick started his career in accounting and corporate valuations with Coopers & Lybrand before moving into investment banking with Westpac Institutional Bank and corporate finance at Qantas Airways Limited.

Rick enjoys walking to work across the Harbour Bridge each day and trying to keep up with his wife and three children.

Rick is the Chair and a Director of Lorica Partners.

Qualifications

  • Certified Financial Planner (CFP®)
  • Certified Practising Accountant (CPA)
  • Bachelor of Commerce (Macquarie University)
  • Graduate Diploma in Applied Finance and Investments (FINSIA)
 
 

Brendon Vade

Adviser

Brendon was awarded 2019 Holistic Adviser of the Year by Independent Financial Adviser Excellence Awards. He enjoys the privilege of running family office engagements and looking after whole family groups across generations.

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Having previously worked in the wealth management arm of a chartered accounting firm and other financial services firms, he has a comprehensive understanding of investments, tax structures and advanced technical strategies for Self-Managed Super Funds.

Outside of work, Brendon has a strong interest in the growing arena of Social Enterprise – organisations which blend the traditionally separate worlds of capitalism & philanthropy. He also enjoys playing guitar and the occasional game of golf.

Qualifications

  • Certified Financial Planner (CFP®)
  • Specialist SMSF Adviser (SSA®)
  • Bachelor of Business Administration (Macquarie University)
 
 

Kate McCallum

Consultant

Kate has more than 30 years of financial services expertise with a career that includes executive roles with leading organisations including Westpac, BT Financial Group, State Street, and Commonwealth Bank. She brings her extensive knowledge of investment, superannuation and retirement transitions to offer clients a personal and holistic advisory service.

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Kate is a sought-after conference speaker, contributor to financial media and a regular money expert on ABC Radio’s “On the Money” segment. Her superpowers include taking complex financial concepts into elegantly simple ideas; and supporting clients with strategic decision making to solve sticky problems and design dream outcomes.

Qualifications

  • Master of Commerce
  • Bachelor of Arts (Honours)
  • Graduate Diploma of Applied Finance & Investment
  • Graduate Diploma Advanced Financial Planning
  • SMSF Specialist Advisor
  • AFA Female Excellence in Advice 2014 Award recipient

Kate is co-author of "The Joy of Money: The Australian Woman's Guide to Financial Independence," awarded the 2020 Australian Business Book Award for Personal Finance. Kate is a keen swimmer, loves skiing, and has recently taken up weight training at the gym. She is a fan of film, fashion and music and enjoys relaxing with family and friends.

 
 

Tony Clark

Consultant

Tony has more than 35 years of experience in superannuation, investment, and financial planning. His career includes senior executive roles reporting to several boards at NRMA, a well-known and trusted financial services organisation, where he gained invaluable insights into institutional financial management.

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As a seasoned entrepreneur, Tony founded a successful management consultancy, and brings both his corporate experience and business ownership perspectives to his advisory role. His expertise spans strategic financial planning and investment portfolio construction and management.

Qualifications

  • Bachelor of Finance & Economics
  • Graduate Diploma Company Directors
  • Graduate Diploma Advanced Financial Planning

When he's not crafting financial strategies, you might find Tony playing jazz guitar, catching waves as a keen surfer, playing tennis, or sailing at the Gosford Sailing Club. Tony also enjoys cooking up a feast for family and friends.

 
 

Penny Chai

Adviser

Penny is passionate about helping clients and their families live the lives they want. With over 20 years’ experience as a financial adviser, she has been trusted by a broad range of clients to guide them to achieving their financial goals. Penny’s background in superannuation and accounting has provided deeper insight to advising clients on their investment structures, delivering highly personalised financial advice to wealth accumulators and retirees alike.

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Prior to joining Lorica Partners, Penny’s career included working with Socius Wealth Management, a boutique financial planning practice, as an adviser and practice manager for over 13 years. She has also worked with global consulting firm, Mercer, for 14 years in various roles across superannuation, accounting, and financial advice.

Outside of the office, Penny enjoys hiking, travelling and spending quality time with her family and friends. She enjoys exploring new places and cultures and sharing those experiences.

Qualifications

  • Certified Financial Planner (CFP®)
  • Certified Practising Accountant (CPA)
  • Bachelor of Economics (Sydney University)
  • Diploma in Financial Planning (Deakin University)
  • Diploma in Superannuation Management (Macquarie University)
 
 

Kate Cramsie

Adviser

Kate joined Lorica Partners in 2023. Kate strongly values building trusted relationships with clients by helping them navigate the interrelated and often complex issues of superannuation, tax, investments, social security, aged care and estate planning into a clear actionable plan. She feels honoured to be able to assist clients with their wealth during significant stages in their lives.

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Kate has worked in the financial services industry for over 20 years, including over 11 years at boutique financial planning practice Logical Financial Management, and 8 years at global consulting firm, Mercer.

When she isn’t at work, she savours spending time with her two teenage kids and loves playing football to help her keep fit.

Qualifications

  • Certified Financial Planner
  • Diploma of Financial Planning (Deakin University)
  • Bachelor of Business (UTS)
 
 

Peter Beins 

Adviser

Peter is an Adviser with Lorica Partners with over 10 years of experience in the wealth management industry. Peter enjoys working with clients to develop suitable and effective advice to achieve personal, family, business, and philanthropic goals.

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Peter is a strong advocate for an over-arching strategic approach to financial advice that considers the broader implications of a client’s circumstance as the key to sound advice.

Implicit in the holistic approach to financial advice, is the value brought to bear in working with other professionals (accountants, lawyers, bankers, estate planning specialists) to balance competing factors and formulate effective, enduring solutions.

Peter is married with three teenage children. He enjoys tennis, ocean swimming, the occasional half-marathon and is an ardent rugby follower.

Qualifications

  • Graduate Diploma of Financial Planning (FINSIA)
  • Master of Business Administration (UTS)
  • Bachelor of Engineering (University of NSW)
  • Fellow of FINSIA
 
 

Leah Cameron

Adviser

Leah brings 25 years of financial services experience, including as a senior client relationship manager with leading global institutional investment firms and in financial advice. Her career spans both institutional and retail financial services, providing her with a unique perspective on investments, client relationship management and financial advice.

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Leah's background brings institutional-quality thinking to individual client relationships. Leah is passionate about creating healthy, delicious food for her family and believes that good nutrition and financial wellness go hand in hand. When she's not analysing investment markets, you'll find her swimming, on her yoga mat, or curled up with a good book – always looking for the perfect balance.

Qualifications

  • Bachelor of Business (Accounting)
  • Graduate Diploma in Applied Finance & Investment
  • Graduate Diploma Advanced in Financial Planning
 
 

Que Di-Leo

Adviser

Que joined Lorica Partners in 2023. She has more than 10 years of experience working in the Financial Services, utilising this experience to provide exceptional service to clients.

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Prior to joining Lorica Partners, Que’s career included working with Socius Wealth Management, a boutique financial planning practice, PSK Private Wealth and Navra Financial Services.

Qualifications

  • Graduate Diploma in Financial Planning (FINSIA)
  • Bachelor of Engineering & Commerce (University of Sydney)
 
 

Silje Reiten

Adviser

Silje has experience working on complex advice with multiple strategies and entities. Silje’s is focused on delivering exceptional customer service, improving processes, and maintaining records in a structured way.

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Silje started her journey in financial services after completing University in 2009. She joined Lorica Partners in March 2020.

Outside of work, Silje is an active participant in sports.

Qualifications

  • Diploma of Financial Planning (Monash University)
  • Bachelor of Business Adminstration (Macquarie University)
 
 
 

Shani Horder

Adviser

Shani combines over 10 years of professional experience across Human Resources and Financial Advice, bringing a unique perspective to client relationships and financial planning. Her diverse background includes expertise in client service, project coordination, and paraplanning, with a particular passion for delivering meaningful, personalised advice that genuinely improves clients' financial outcomes.

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Shani is committed to continuous learning and development, constantly expanding her knowledge to better serve clients in an evolving financial landscape.

Qualifications

  • Bachelor of Commerce (Financial Planning)
  • Advanced Diploma of Financial Planning

When she's not helping clients plan their financial future, Shani can be found on the tennis court perfecting her serve, conquering the slopes during snow season, or in the kitchen experimenting with new recipes. She's currently trying to master Spanish!


 

Lisa Baumann

Adviser

Lisa has 10 years experience in customer-facing financial services roles. It was during this time that she developed a love of helping clients with their finances, and a passion for complex problem solving.

She is currently undertaking her Professional Year to become a Financial Adviser.

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Lisa left the workforce in 2019 to obtain a Bachelor of Business (Finance / Financial Planning), and joined Lorica in 2022 once she completed her studies. Using her passion and drive, she strives to help her clients improve their financial lives.

In her spare time, Lisa enjoys baking, working out, and playing the PlayStation.

Qualifications

  • Bachelor of Business (Finance / Financial Planning) (Charles Sturt University)
  • RG146 (Superannuation)
  • Certificate III in Financial Services (Banking Services)
 

Lachie Mackay

Client Service

Lachie is a dedicated Client Services Manager with more than four years of experience in financial advice, where he plays a key role in client service, administration, reporting, and investment analysis. Currently pursuing his goal of becoming a financial adviser, Lachie combines academic learning with practical experience and seeks to deliver exceptional service to clients.

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In his spare time, Lachie relaxes by cooking for friends and family, and spending time in the ocean surfing. He also enjoys exploring the world through travel.

Qualifications

  • Bachelor of Commerce (Finance and Economics) at University of Newcastle
 
 

Tamsin McGarry

Paraplanner

Tamsin supports our advisers in the provision of strategic advice to clients.

Tamsin has over 20 years of experience in financial planning across the breadth of roles from back-office support to face-to-face advice. Specialising in paraplanning since 2011, Tamsin balances writing advice and her life with a young family.

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Qualifications

  • Certified Financial Planner (CFP ®)
  • Advanced Diploma of Financial Services (Financial Planning) (Kaplan)
  • Bachelor of Economics (Macquarie University)
 
 

Colette Dertadian

OPERATIONS

Lisa has 10 years experience in customer-facing financial services roles. It was during this time that she developed a love of helping clients with their finances, and a passion for complex problem solving.

She is currently undertaking her Professional Year to become a Financial Adviser.

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Lisa left the workforce in 2019 to obtain a Bachelor of Business (Finance / Financial Planning), and joined Lorica in 2022 once she completed her studies. Using her passion and drive, she strives to help her clients improve their financial lives.

In her spare time, Lisa enjoys baking, working out, and playing the PlayStation.

Qualifications

  • Bachelor of Business (Finance / Financial Planning) (Charles Sturt University)
  • RG146 (Superannuation)
  • Certificate III in Financial Services (Banking Services)
 
 

Natalie Weston

Client Service

Natalie brings 20 years of dedicated financial services experience, with specialised expertise in client service, administration, and paraplanning across various financial advisory practices. Natalie’s extensive experience in financial services ensures that client needs are anticipated and met with efficiency and care, contributing significantly to the smooth operation of financial planning processes.

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Natalie is an active lifestyle enthusiast who believes in practicing what she preaches about work-life balance - whether she's swimming, working out at the gym, taking long walks, or spending time with her children. She loves exploring food and wine regions, always on the hunt for the perfect vineyard or hidden culinary gem to share with family and friends.

Qualifications

  • Bachelor of Commerce (Finance)
  • Certificate IV in Business
  • Advanced Diploma of Financial Services (Financial Planning)
 
 

Christine Youngman

Client service

Christine joined Lorica Partners in 2024. She is passionate about helping clients gain clarity over their financial situation and enabling them to live the lifestyle they desire.

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Christine brings more than 20 years experience as a Client Service Officer.

Outside of work Christine loves spending time with family and friends. She also volunteers for a number of charities.

 
 

James Huynh

Client Service

James joined the team in 2023. He is deeply passionate about assisting individuals in achieving their financial aspirations and lifestyle goals.

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James supports the team with a range of administrative duties. He is focused on creating the most smoothest customer experience possible for clients.

Qualifications

  • Bachelor's Degree in Business - University of Technology Sydney
 
 

Thomas De Szoeke

ClIENT SERVICE

Thomas joined the team in 2025, whilst completing his degree at the University of New South Wales.

 
 

Damian Carroll

ClIENT SERVICE

Damian plays a key role in supporting Lorica’s operations through a diverse range of back-office functions. He is committed to ensuring timely implementation, streamlining internal processes, and maintaining well-organized records with a structured and detail-oriented approach.

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Qualifications

  • Graduate Diploma Financial Planning, Griffith University, 2025.
  • Graduate Certificate of Business, Macquarie Graduate School of Management (MGSM), Sydney 2017
  • Certificate in Healthcare Innovation. Harvard Business School (online program) 2015.
  • Bachelor of Arts (History / Politics), University of Sydney. 1996
 
 

Annelise Brazier

Client Service

Annelise brings valuable experience in client services and administration to the team. She is passionate about building positive relationships with her colleagues and clients; and continuous learning.

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Annelise loves being outdoors with friends and family. She enjoys practicing Pilates and diving into a good book.

Qualifications

  • Currently completing dual degrees in Human Resource Management and Psychology (Honours) at Macquarie University
 
 

Sahar Mohaia

Client service

Sahar enjoys to helping clients achieve the best financial outcomes with her critical thinking skills. She aims to deliver positive client experiences.

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Sahar joined Lorica Partners in 2025. Outside of work, Sahar finds joy in the simple things — spending time with family, enjoying quiet walks.

Qualifications

  • Diploma of financial planning Kaplan Professional
  • Bachelor of Business & Commerce majoring in Accounting (University of Western Sydney)