Richard Nicholls
Richard Nicholls
Director

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 Fedele
Joe Fedele
Director

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 Micalizzi
John Micalizzi
Client Services – Finance

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 Mahecha
Leo Mahecha
Financial Advisor

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 English
Client Services – Financial Planning

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 Vu
Administration & Office Manager

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
Administrator

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.

Property

Whether you are looking to buy your first (or 10th) investment property or a family home; we can advise you on the “why” and “how” of buying property. We can also help with advanced property investment strategies including commercial real estate and buying a property within a Self-Managed Superannuation Fund (SMSF). Learn more

Superannuation & SMSF

We start with an analysis of your current super, explain your numerous options and then work with you to tailor a long-term plan that’s right for you. Advice strategies can include a range of contributions, tax minimisation, cost reduction, super consolidation, performance maximisation and specialist SMSF options. Learn more

Retirement

Whether you are already retired, in transition or just planning ahead, we can help you make the most of your resources by helping you to formulate a tax-effective investment strategy that caters to your lifestyle needs; taking into account Centrelink eligibility and estate planning concerns. Learn more

Estate Planning

Ensuring that your wealth is transferred according to your wishes, in a smooth and tax-effective manner, is key to your peace of mind. We can help you to plan for your dependants with efficient tax and ownership structures, revision and monitoring of your estate plan and income planning. Learn more

Insurance

Building your wealth is just as important as protecting it. Illness, injury and death all have a significant impact on both your family and finances. We can help to make sure that you look after yourself and your loved ones with an assessment of your financial risk and implementation of a tailored risk-management package. Learn more

Lending

Whether you are seeking to refinance your existing loans or are looking at using new debt to fund either personal, business or investment goals, we can assist by assessing your borrowing capacity, advising on loan structures, shopping around for an appropriate lender and making sure you have access to the most competitive interest rates. Learn more

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If you are ready to start making changes to your financial future and meet with an expert adviser, please make an appointment using the form below.

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