About
Education
- Master of Commerce, Financial Planning
University of Western Sydney
2008 – 2011 - SMSF, Specialist Advisor
SMSF Professionals’ Association of Australia
2008 – 2008 - Diploma of Financial Services, Financial Planning
King’s International College
2003 – 2003 - HND, Business & Finance
Brunel University
1993 – 1995
Professional Memberships
- Self-Managed Super Fund Professionals’ Association Australia
Awards & Recognition
- Ranked 7 out of the top 50 Financial Advisers in Australia
Wealth Professional
August 2012
Joe is a director of Blue Lantern Financial Services having over 25 years of experience in the banking and finance industry.
Joe has a strong passion for the finance industry which has seen him forge long term relationships with a number of referral partners which has seen Blue Lantern Financial Services grow into a fully integrated financial services provider.
John has 25 years of commercial experience across accounting, insurance and finance. He uses that experience as a loan review specialist for clients of Blue Lantern Financial Services.
John has clients and business partners that see him as their advisor around finance and funding solutions.
John is an Authorised Credit Representative of Blue Lantern Financial Services, holding a Certificate IV in Finance and Mortgage Broking and Bachelor of Commerce.
Leo is a financial adviser with more than eleven years’ experience in the Financial Services industry.
Leo is an Authorised Representative of Blue Lantern Financial Services and has been with the team for more than three and a half years.
He is RG146 compliant and has completed his Diploma of Financial Planning, with a specialisation in SMSF. Before joining Blue Lantern, Leo was employed at one of the Big 4 banks for over seven years in their Superannuation and Insurance divisions, supporting advice practices, large corporate clients, trustees and superannuation members.
Leo is passionate about helping his clients create, manage and protect their wealth and achieving their financial goals.
Michael joined the Blue Lantern Financial Services team in 2016 after graduating from Macquarie University with a Bachelor of Commerce majoring in Economics and Bachelor of Arts – Psychology. He obtained his Diploma of Financial Planning in January 2017.
Michael administers client services and the advice implementation process whilst assisting in investment research and paraplanning facilities within Blue Lantern Financial Services.
Michael is an Authorised Representative of Blue Lantern Financial Services.
Anna has completed Diploma in Business Administration and has been with Blue Lantern Financial Services June 2016. Anna assist our Client Services Team with preparation and submission of refinance, purchase and Self Manage Super Fund applications, liaising with solicitors, handling of clients’ enquiries, lenders regarding settlement matters, assisting the Directors and the overall general management of the office.
Mikaila Sterrey joined Blue Lantern Financial Services in January 2017. Mikaila assists with administration duties across the company particularly in the management of finance settlements as well as coordinating construction for our clients. She liaises directly with the lenders, solicitors and builders.
Working in customer service and administration for the past 4 years, Mikaila is determined to ensure everything is handled efficiently for our clients and providing thorough support from pre-settlement to post settlement.