You get the best of both worlds at Lifewise Financial Solutions. There's the confidence of knowing you're with one of the most well known financial planning groups in Australia, RI Advice Group, backed by the strength and resources of one of the country’s largest wealth management groups. And there's the comfort of dealing with our dedicated, local team, who pride themselves on quality service with a personal touch.

Our close connection with the community, combined with our access to leading research and technical teams, who work full-time to ensure the strategies we recommend are among the best in the field, means you can rest-assured your financial security is in good hands.

Bradley Rogers

Bradley Rogers

Financial Planner / Business Owner
Qualifications: Certified Financial Planner® BCom (Business Law and Finance) Adv Dip FS (FP), Dip FS (FP)

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Emma Arthur

Emma Arthur

Financial Planner / Director
Qualifications: B.Bus (Acct) Adv Dip FS (FP), Accredited Aged Care Professional™

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Emma is the director of EKA Wealth Management, having worked in Financial Services for over 14 years she thoroughly enjoy the challenges that working in this industry provides.

Emma holds the internationally recognised Certified Financial Planner™ or CFP® qualification, has completed the Advanced Diploma of Financial Planning and holds a Bachelor of Business (Acc) from Latrobe University and is an Accredited Aged Care Professional™.

She enjoys working closely with her clients to develop comprehensive strategies that can assist them in achieving their financial goals and objectives and forging long term relationships.

Being an Accredited Aged Care Professional™ Emma has an intricate knowledge and understanding of social security and aged care issues.

Emma can provide you with advice in relation to any of the following:

  • Managed Investments
  • Direct Equities
  • Superannuation
  • Personal Insurance
  • Margin Lending
  • Centrelink and Aged Care
  • Self-Managed Super Funds

Stephen Hickman

Stephen Hickman

Financial Planner / Business Owner
Qualifications: Adv Dip FS (FP), Dip FP

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Jillian McCrone

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Financial Planner
Qualifications: Certified Financial Planner® Dip FS (FP), Adv Dip Acc

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Jo Hickman

Jo Hickman

Admin
Qualifications: 

 

Jaime Ducane

Jaime Ducane

Admin
Qualifications: