Meet the team

We have long believed that good advisers have a profoundly unique set of characteristics – you must be technically astute, possess strong business acumen and, above all, have a genuine desire to help people. In addition to these traits, our advisers possess a broad range of wealth management expertise, including asset management, administration, asset protection, tax structuring, and intergenerational wealth transfer.

Our team consciously continues educating themselves, both professionally and on the nuances of the financial landscape, staying up to date through tailored continuous professional development programs. In addition, our team maintains high-level interactions with other specialist professionals, in particular tax accountants and estate planning specialists to ensure all relevant laws are considered in pursuit of our clients’ wealth management objectives.

 
 
 

Lisa Walters

managing Director

Lisa, a Chartered Accountant and Project Manager, has extensive commercial experience, developed over 20+ years, leading diverse teams in both London and Sydney.

Lisa is a strong collaborator with a passion for delivering a positive impact.

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Her more recent experience includes the leadership of corporate services functions including finance, IT, human resources, risk, governance and facilities.

Lisa is the Company Secretary and a Director of Lorica Partners.

Qualifications

  • Masters, Public Administration
  • AICD Graduate
  • FINSIA - Applied Finance and Investment
  • Chartered Accountant
  • Commerce Degree
 

Joseph Portelli

Adviser

Joseph cares deeply about his clients and their families and is an incredibly thoughtful and insightful wealth mentor. Joseph has been in the financial services sector for over 20 years, attaining extensive experience in portfolio construction, developing client strategies, superannuation, tax and estate planning.

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Before joining Lorica Partners, Joseph spent 12 years with the global consulting firm Mercer, primarily as a Principal and Adviser to high net worth clients. He then joined ANZ Private Bank as a Senior Financial Adviser.

Having experienced some of the challenges wealth advisers can encounter in large financial organisations, Joseph, who is also a director of Lorica Partners, relishes his role in an environment that allows him to always put his client’s interests first.

Joseph is a Director of Lorica Partners.

Qualifications

  • Certified Financial Planner (CFP®)
  • Specialist SMSF Adviser (SSA®)
  • Bachelor of Economics (University of Sydney)
 

Rick Walker

adviser

Rick loves being a Financial Adviser because of the relationships he builds with people and the meaningful difference he can make in their lives. You can read here why being an adviser is so important to him.

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Rick started his career in accounting and corporate valuations with Coopers & Lybrand before moving into investment banking with Westpac Institutional Bank and corporate finance at Qantas Airways Limited.

Rick enjoys walking to work across the Harbour Bridge each day and trying to keep up with his wife and three children.

Rick is the Chair and a Director of Lorica Partners.

Qualifications

  • Certified Financial Planner (CFP®)
  • Certified Practising Accountant (CPA)
  • Bachelor of Commerce (Macquarie University)
  • Graduate Diploma in Applied Finance and Investments (FINSIA)
 
 

Brendon Vade

Adviser

Brendon is an Adviser at Lorica Partners and was awarded 2019 Holistic Adviser of the Year by Independent Financial Adviser Excellence Awards. He enjoys the privilege of looking after whole family groups across generations.

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Having previously worked in the wealth management arm of a chartered accounting firm and other financial services firms, he has a comprehensive understanding of investments, tax structures and advanced technical strategies for Self-Managed Super Funds.

Outside of work, Brendon has a strong interest in the growing arena of Social Enterprise – organisations which blend the traditionally separate worlds of capitalism & philanthropy. He also enjoys playing guitar and the occasional game of golf.

Qualifications

  • Certified Financial Planner (CFP®)
  • Specialist SMSF Adviser (SSA®)
  • Bachelor of Business Administration (Macquarie University)
 
 

Christie Britten 

Adviser

Christie has a genuine passion for helping clients reach their financial goals by providing detailed strategy and in-depth research to make a positive difference to their lives.

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Christie brings over 15 years’ experience in financial services, having commenced her career in retail banking and stockbroking before moving into financial planning where she was an Associate for Perpetual Private Clients before moving to a small boutique practice as an Adviser. Christie specialises in strategic advice including investment structuring, superannuation, retirement planning and wealth management for high net wealth clients.

Originally from Perth, Christie is slowly mastering the ability to ski and enjoys the odd wine with family and friends.

Qualifications

  • Masters of Financial Planning (Griffith University)
  • Advanced Diploma of Financial Planning (Kaplan)
  • Diploma of Financial Services (FINSIA)
 
 

Peter Beins 

Adviser

Peter is an Adviser with Lorica Partners with over 10 years of experience in the wealth management industry. Peter enjoys working with clients to develop suitable and effective advice to achieve personal, family, business, and philanthropic goals.

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Peter is a strong advocate for an over-arching strategic approach to financial advice that considers the broader implications of a client’s circumstance as the key to sound advice.

Implicit in the holistic approach to financial advice, is the value brought to bear in working with other professionals (accountants, lawyers, bankers, estate planning specialists) to balance competing factors and formulate effective, enduring solutions.

Peter is married with three teenage children. He enjoys tennis, ocean swimming, the occasional half-marathon and is an ardent rugby follower.

Qualifications

  • Graduate Diploma of Financial Planning (FINSIA)
  • Master of Business Administration (UTS)
  • Bachelor of Engineering (University of NSW)
  • Fellow of FINSIA
 
 

Brenda Lennon

adviser

Brenda has many years of experience working in banking, finance, and stockbroking before taking a break to have a family. Brenda joined Lorica Partners in 2018 originally in the Client Service role having added a Diploma in Financial Planning to her extensive skill set.

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Qualifications

  • Diploma of Financial Planning (Kaplan)
  • Graduate Diploma in Investment and Applied Finance (FINSIA)
  • Bachelor of Economics (Sydney University)
 
 

Penny Chai

Adviser

Penny is passionate about helping clients and their families live the lives they want. With over 20 years’ experience as a financial adviser, she has been trusted by a broad range of clients to guide them to achieving their financial goals. Penny’s background in superannuation and accounting has provided deeper insight to advising clients on their investment structures, delivering highly personalised financial advice to wealth accumulators and retirees alike.

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Prior to joining Lorica Partners, Penny’s career included working with Socius Wealth Management, a boutique financial planning practice, as an adviser and practice manager for over 13 years. She has also worked with global consulting firm, Mercer, for 14 years in various roles across superannuation, accounting, and financial advice.

Outside of the office, Penny enjoys hiking, travelling and spending quality time with her family and friends. She enjoys exploring new places and cultures and sharing those experiences.

Qualifications

  • Certified Financial Planner (CFP®)
  • Certified Practising Accountant (CPA)
  • Bachelor of Economics (Sydney University)
  • Diploma in Financial Planning (Deakin University)
  • Diploma in Superannuation Management (Macquarie University)
 
 

Kate Cramsie

Adviser

Kate joined Lorica Partners in 2023. Kate strongly values building trusted relationships with clients by helping them navigate the interrelated and often complex issues of superannuation, tax, investments, social security, aged care and estate planning into a clear actionable plan. She feels honoured to be able to assist clients with their wealth during significant stages in their lives.

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Kate has worked in the financial services industry for over 20 years, including over 11 years at boutique financial planning practice Logical Financial Management, and 8 years at global consulting firm, Mercer.

When she isn’t at work, she savours spending time with her two teenage kids and loves playing football to help her keep fit.

Qualifications

  • Certified Financial Planner
  • Diploma of Financial Planning (Deakin University)
  • Bachelor of Business (UTS)
 
 

Lisa Baumann

Adviser

Lisa has 10 years experience in customer-facing financial services roles. It was during this time that she developed a love of helping clients with their finances, and a passion for complex problem solving.

She is currently undertaking her Professional Year to become a Financial Adviser.

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Lisa left the workforce in 2019 to obtain a Bachelor of Business (Finance / Financial Planning), and joined Lorica in 2022 once she completed her studies. Using her passion and drive, she strives to help her clients improve their financial lives.

In her spare time, Lisa enjoys baking, working out, and playing the PlayStation.

Qualifications

  • Bachelor of Business (Finance / Financial Planning) (Charles Sturt University)
  • RG146 (Superannuation)
  • Certificate III in Financial Services (Banking Services)
 
 

Silje Reiten

Client service

Silje has experience working on complex advice with multiple strategies and entities. Silje’s is focused on delivering exceptional customer service, improving processes, and maintaining records in a structured way.

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Silje started her journey in financial services after completing University in 2009. She joined Lorica Partners in March 2020.

Outside of work, Silje is an active participant in sports.

Qualifications

  • Diploma of Financial Planning (Monash University)
  • Bachelor of Business Adminstration (Macquarie University
 
 

Que Di-Leo

Adviser

Que Di-Leo…

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Qualifications

 
 
 

Christine Youngman

Client service

Christine joined Lorica Partners in 2024. She is passionate about helping clients gain clarity over their financial situation and enabling them to live the lifestyle they desire.

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Qualifications

 
 

Tamsin McGarry

Paraplanner

Tamsin supports our advisers in the provision of strategic advice to clients.

Tamsin has over 20 years of experience in financial planning across the breadth of roles from back-office support to face-to-face advice. Specialising in paraplanning since 2011, Tamsin balances writing advice and her life with a young family.

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Qualifications

  • Certified Financial Planner (CFP ®)
  • Advanced Diploma of Financial Services (Financial Planning) (Kaplan)
  • Bachelor of Economics (Macquarie University)
 

Adeline Kwa

Client service

Adeline is eager to help clients achieve the best financial outcomes with her critical thinking skills and to deliver positive client experiences in their financial journey to reach their goals

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Adeline joined Lorica Partners in 2021. Her passion for personal finance has lead her to switch careers into financial planning. With an engineering background and over 10 years exposure in various manufacturing industries helped shaped a curious and open-minded attitude.

Qualifications

  • Master in Financial Planning (University of Western Sydney)
  • Bachelor in Chemical Engineering (Royal Melbourne Institute of Technology University
 
 
 
 
 

Colette Dertadian

Client service

Colette joined in 2022 and is working part-time, supporting the team with a range of adminstrative duties.

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Colette works part-time. She is deeply committed to providing outstanding customer service and dedicated to enhancing operational efficiency. Her goal is to streamline processes, simplify implementation and ensure precision.

 
 

James Huynh

CADET

James joined the team in 2023. He is deeply passionate about assisting individuals in achieving their financial aspirations and lifestyle goals.

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James supports the team with a range of administrative duties while furthering his educational journey includes a Bachelor's degree in Business with an extended major in Finance from the University of Technology Sydney. He is focused on creating the most smoothest customer experience possible for clients.

Qualifications

  • Bachelor's Degree in Business - University of Technology Sydney
 
 

Daniel Walsh

CADET

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Qualifications