Our Team
Create the life you want
Create the life you want
Create the life you want
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.
As the Senior Financial Advisor, Certified Financial Strategist, Licensee & Director of Chrysalis Lifestyle Planning, Phil is responsible for the day-to-day operations of the company and it’s compliance with the law. He is also responsible for client advice, strategy implementation and portfolio monitoring.
Phil has worked in the financial planning industry since 1996 and has been providing financial advice to clients since 1998. In recent years Phil has featured in professional training videos and Phil’s opinion has been sought by journalists and industry associations wanting to know his views on issues facing the financial advice industry in Australia. Clients tell us that Phil is a ‘rare find’. He is able to communicate to clients in language they understand and cut through the complexity and jargon. He genuinely cares for each and every client and has a ‘whatever it takes’ attitude when it comes to protecting his client’s wealth and shooting for their goals. Today Chrysalis is an award winning, independently owned advisory practice which employs a team of like-minded individuals all committed to making a meaningful difference in our client’s lives.
Personally
Post university the opportunity arose for Phil to take what he thought would be a short break from teaching to explore the world as a Long haul flight attendant with Qantas. Phil then wanted to put his tertiary study and natural skillsets to work in order to make a contribution to the lives of others. So he embarked on a search that ultimately led him to a financial advisory career. These days when not sitting behind the desk, Phil ‘s priority is his family, friends and his faith. He is married to Silvie and has two daughters, Annika & Saskia. He enjoys his fishing, tennis, 4WD adventures, overseas travel, fitness training and surfing. Phil also serves at a community soup kitchen at his church in Manly, is a Justice Of The Peace and sits on the advisory board of a global children’s ministry organisation.
One of Jo’s many gifts lies in her ability to engage and communicate with clients of all ages. Jo understands clients’ needs and has mastered the art of translating technical strategies into plain English. Jo has worked in the financial planning industry since 2006 and alongside Phil since 2008. She holds an Advanced Diploma in Financial Planning.
Over this time she has transitioned from managing the administration team into a financial advice role. Jo has thoroughly enjoyed this transition to an advising career and pushing herself to learn and grow as a professional. Jo is very much an instrumental part of the Chrysalis culture and loves working in a team environment where all opinions are valued. For Jo, going above and beyond for clients is all part of a service package which makes the Chrysalis experience personalised and unique in the marketplace.
Personally
Jo enjoys spending time with her family. She embraces the challenge that comes with juggling family life alongside a professional career. Jo also enjoys following various sports teams, in particular those that are close to her native culture – New Zealand. So whenever the All Blacks are contesting the Wallabies there is sure to be constant banter in the office!
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.
Sanders is looking forward to seeing his daughters complete their university studies and visiting family all over the world when traveling is back to normal again.
Marie has been working in the financial services industry since 2005. She has a long history of customer-focused service owning several businesses including a café and dress shop in Manly , a video shop in Freshwater, and was creator and co-founder of ‘The Base Dinner and Show Club’ on the Gold Coast.
Eventually selling the business, Marie found herself wanting a new challenge and, after searching in several different directions, landed in the financial services industry. She has successfully completed her RG146 in Financial Services along with Cert 1V in Mortgage and Lending.
Marie has worked for several Practices, with many different titles, but always revolved around client services.
“ I simply love what I do”. Marie is passionate about helping our clients while delivering exceptional support. She loves the Chrysalis culture and enjoys working in a team environment.
Marie has a love/ hate relationship with weightlifting, but ensures she does it at least twice a week, recently discovering a love of Pilates and Yoga.
Her perfect weekend consists of a little road trip to the Hunter valley or maybe the Blue Mountains. This will include a luxury hotel stay, a fabulous meal with her favourite Shiraz, attending theatre, musicals or concerts, and the company of her husband.
Cindy recently joined Chrysalis after many years working within the corporate industry (Pharmaceutical and Management Consulting). Cindy brings a wealth of experience from her previously held senior administrative roles and has a strong skills background in organisational, 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 client’s”.
A perfect weekend would be either paddle-boarding around Pittwater on the Northern Beaches or a walk along North Head in Manly followed by breakfast with family/friends.
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.
Peter is the Practice Manager at Chrysalis and is responsible for the day to day compliance issues that exist in the financial planning industry along with a whole host of other exciting stuff that no one else wants to do! Peter obtained a Bachelor of Business Degree with a major in Accounting from UTS.
Just to prove he was an exciting guy, he also obtained the qualification of Chartered Accountant as well as a Masters Degree from UTS. He put these skills to good use in the accounting world for around 20 years where he worked for a number of major accounting firms before he established his own successful practice. Peter saw the light and joined Chrysalis a number of years ago and has been intimately involved with Chrysalis’ growth and development since then.
Personally
Away from the office, Peter enjoys spending time with his family and friends. He particularly enjoys watching his kids play sport as well as the family connections that it creates. When he has time to himself he enjoys cooking, cycling, fishing and flying planes. He loves to explore other places which could be anything from camping to overseas travel.
Rachel has always had a passion for customised client solutions. She has a thorough understanding of client needs that has come from years in customer service and finance based roles.
Rachel likes to ‘think outside of the box’ and draw on her creative side to mould solutions that are a couture fit.
She has a passion for small businesses, believing that they are the proponents of personalisation in the local community. It is this disposition that drew her to the Chrysalis team that shares the same ethos.
Rachel likes to reflect on aspects of the service journey, isolating and enlarging features that are value-adding to the client, and optimising other areas to facilitate more flow to those activities that are more client-centred.
Personally
Rachel loves to go on adventures with her son, Jude. She enjoys roadtripping, camping and water sports. Piano is another one of her passions and she has run charity Piano recitals involving hundreds of children in Sydney’s Northern Beaches, North Shore and Sunshine Coast.
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