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About Us 2017-11-30T08:11:10+00:00

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BACKGROUND OF LIFETIME SOLUTIONS

LifeTime Financial & Insurance Solutions was originally founded in January 2004 and was a partnership between Barry Marsden & Sarah McDonald. At the time it traded as Marsden & McDonald Financial Services. On Barry’s retirement in June 2005, Sarah took over the practice. In March 2010 Sarah changed the trading name to LifeTime Financial & Insurance Solutions (LTS) to better reflect the changes within the practice and the range of services we offer. We subscribe to the Financial Planning Association rules for professional conduct and code of ethics and our team has over 50 years combined experience in the financial services industry.

OUR TEAM

As a client of Lifetime Solutions it’s important to get to know our team as we all work together to provide you with quality advice and support.

SARAH MCDONALD

Principle & Financial Adviser
BA (Hons) Dip FP
Certified Financial Planner®

Sarah has over 18 years of experience in the financial planning industry firstly with Barry Marsden Insurance Plus and then as a partner and now principle of LifeTime Financial & Insurance Solutions. She is a CFP member of the Financial Planning Association and an Authorised Representative of GWM Adviser Services Limited.

On a personal note, Sarah and Dean spend most of their weekends following Thomas around the country with his cycling endeavours. But they are making the most of this time as they will be empty nesters before they know it.

BREE CAMPBELL

Financial Adviser
Bachelor of Business (Financial Planning)
Certified Financial Planner®

Bree works within the business on a part-time basis and has over 16 years of experience in the financial planning industry.  She provides advice across the areas of wealth creation, retirement and insurance.  She is also a CFP member of the Financial Planning Association and an Authorised Representative of GWM Adviser Services Limited.

Outside of work Bree and Jeremy are busy raising two very active little boys aged 3 and 5 and are preparing for their eldest son Lenny to start school next year.

JENNY WALTON

Paraplanner
Advanced Diploma in Financial Services

Jenny joined the practice in December 1997 and has worked in various roles over the years.   She is very strong technically and as our Paraplanner is the person behind the scenes that crunches the numbers and produces the complex documents for the practice.

Both of Jenny’s kids are now at high school which is keeping her busy and on the road a lot with their sporting and dancing interests.

LEANNE THOMSON

Receptionist/Client Services Manager

Leanne moved to Australia in 2008 with her family from South Africa and has a strong banking background. Leanne is our Client Services Manager which means she managers the adviser’s diaries and all client administration within the practice.  If you have any queries, Leanne will be able to assist you.

Leanne is very proud of her two eldest sons who recently graduated from University back in South Africa. Her two youngest boys are both at high school now and are very active in the swimming pool.

The success of our practice is largely due to referrals from our existing clients and is the finest compliment we can receive. 

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