Our Team
Create the life you want
Our Team
Mike has worked in financial services since 1997 which has enabled him to gain a wealth of knowledge and experience across investment markets, both locally and overseas.
Having spent 8 years in London and gaining experience as a Fund Manager, Mike is well positioned to impart his knowledge of investments with our clients in assisting them to better understand their wealth creation strategies. Armed with this knowledge, Mike is keen to use his experience to engage with clients and help them explore what is important to them so they can achieve the goals and life they desire.
Personally:
During Mike’s former years he spent many family holidays and boarding school ‘leave passes’ on the Northern Beaches with his extended family. These days Mike loves spending time with his family and friends, keeping fit by taking part in various cycling events, beach swims and triathlons, as well as being involved with surfing and Nippers at his local surf club in Mona Vale. Married to Sara and with two children, Isabella and James, he enjoys getting involved with his children’s extra curricular and sporting activities.
Mark’s motivation for being an adviser is seeing clients achieve their financial and personal
goals. A key strength is his ability to clarify complex topics to provide clear and easy-to-
understand recommendations to his clients – empowering them to make well informed decisions.
Education is an important cornerstone and Mark holds several qualifications including an
Economics Degree, Diploma of Financial Planning and is a Certified Financial Planner (CFP).
Mark commenced his career in the financial planning industry in 1997. Before becoming an
adviser, he held several specialist and senior roles across some of Australia’s leading wealth
businesses. For more than a decade he was responsible for the training and support of financial
advisers, with a particular emphasis on the formation of strategy for their clients.
Mark’s in-depth experience, education and passion for clients provides an ideal foundation for
wealth advice to his clients.
Personally
Family and friends are a key focus for Mark outside of work, with him regularly spending time out
and about with his wife Di and their two teenage boys Jed and Kye. He loves to be active,
particularly when this involves sport, travel or renovating. Mark loves the ocean and surfing, and
is a keen snow skier. He is also a qualified executive coach as well as a certified personal
trainer.
With nearly two decades of experience in the financial planning industry, Jo understands that the needs of each client are unique. She excels at translating complex financial strategies into clear, actionable steps to help her clients achieve their long-term financial goals with confidence.
Having worked at Chrysalis Lifestyle Planning since 2008, Jo brings a wealth of knowledge to her role and prides herself on her professionalism and the ability to engage and communicate with clients of all ages. Jo is a loyal and integral member of the Chrysalis team and works collaboratively to ensure clients receive the best possible experience.
Personally
Jo treasures time spent with her family – her husband, Peter, and their two children. She thrives on balancing the demands of family life with a rewarding professional career, embracing the challenges that come with both.
Sanders has over 25 years in the financial services industry, building a wide range of expertise, having worked in accounting, investment and superannuation administration, sales and compliance and advice remediation. Sanders made the switch to financial planning in 2009 and enjoys (is a fervent believer) helping individuals and families navigate the complex world of superannuation and investments as their circumstances change during their life’s journey.
Sanders holds a Bachelor of Commerce degree with majors in Accounting and Economics and Honours in Financial Analysis and Portfolio Management and an Advanced Diploma of Financial Planning.
Sanders loves being outdoors riding his bikes, either with friends or at a more relaxed pace with his wife Debbie and two daughters, or enjoying all that the beautiful beaches and headlands offer in the Northern Beaches.
Cindy joined Chrysalis after many years working within the corporate industry (Pharmaceutical and Management Consulting) and brings a wealth of experience from her previously held senior administrative roles. Cindy has a strong skills background in organizational, communication & customer service.
“Chrysalis is such a great place to work, we have an amazing team who are all dedicated to providing a first-class experience to our clients”.
A perfect weekend for Cindy would be paddle-boarding around Pittwater or a walk at North Head followed by breakfast with family and friends.
Jaimie is a highly experienced and dedicated Client Service Manager with over two decades working in the financial services industry. She has a proven track record of successfully leading client service in large corporate organizations such as BT, Zurich, and IOOF Global One.
Jaimie transitioned to boutique private wealth management because she believes the close relationships with clients allows her to fulfil her key strengths of providing personalized attention, exceptional care, and long-term relationships with clients.
Jaimie is recognized for her attention to detail and a strong commitment to ensuring clients are well informed and organized. She takes great pride in assisting clients to ensure their strategy is implemented accurately and completely. Thorough follow up and follow through are what Jaimie is known for, the clients gain great peace of mind from the support she provides.
Jaimie finds joy in strolling along the coast with her daughter, soaking in the sea breeze and scenic views. She also cherishes spending quality time reconnecting with family and friends.
With over 30 years of working in client facing roles across various industries, Di brings her knowledge and experience in customer service and the financial planning process to Chrysalis. From wanting to help people achieve their fitness goals to helping people reach their financial goals, Di enjoys helping people reach their potential.
Di loves living by the beach and has an active outdoor lifestyle with her family of boys. Fitness, interior design, writing and producing music are her special interests.
With a background in print media, event production and delivering continuing education programs for financial advisers, Sophie brings to Chrysalis a strong commitment to building client relationships by providing excellent customer service.
Born and bred on the Northern Beaches Sophie feels deeply connected to the sea and bush surrounding her home in Manly. She balances part-time work at Chrysalis with being a Mum to Millie. Sophie enjoys swimming in the harbour, walking the trails at North Head and playing trivia in a team of two with her husband Greg. She sings in a women’s community choir and is learning to play the ukulele.
Sheena has seven years of experience in the financial services industry, with a background in client services, superannuation/pensions, investments, and paraplanning support. She works closely with the Advisers assisting with insurance applications, policy changes, super and investment tasks, and general administration to support clients effectively.
When she’s off work, Sheena enjoys going out with friends for lunch or coffee, discovering new places, and travelling whenever she gets the chance.
With over ten years of experience in the Philippine banking industry, Berns brings a solid background in customer service, strong time management skills and professionalism to her role as Adviser Support.
When she’s not making workflows smoother, Berns enjoys unwinding at the beach, travelling, curling up with a good book or movie, enjoying the quiet hobby of caring for her succulents and cacti and staying active with a friendly game of badminton or tennis.
With a degree in Financial Management and over five years of experience supporting Advisers, Judah plays a key role in ensuring the smooth delivery of advice and providing a seamless client experience. From preparing review packs and calculating advice fees he brings accuracy, consistency, and a calm, solutions-focused approach to his work.
Outside of work, Judah enjoys family life with his wife Bay and their energetic twin boys. He often jokes that parenting has sharpened his negotiation skills more than any finance course ever could.
Researching, planning and designing financial strategies are among Justine’s very broad technical skillset. As a Certified Financial Planner, Justine has over 26 years of experience providing para planning services and advice to clients.
With her strategic thinking, vast client service experience and communication skills; she continues to support our Lifestyle Planners to help our clients create the life they want. She enjoys working closely with the Chrysalis team off site.
Personally
At home Justine’s biggest accomplishment is bringing up five daughters. Supported by her husband Troy, they have mastered the art of juggling their work and personal lives. Justine loves the beach and her favorite things in life are family holidays…..as many as possible. Her greatest sporting achievements include skydiving, white water rafting and a hole in one.
Create the life you want
Chrysalis Lifestyle Planning Pty Ltd
Suite 301, 7 Oaks Avenue
Dee Why NSW 2099
T (02) 9972 2633
E info@chrysalislp.com.au