Meet the Team
At Lifestyle Wealth Partners we have been helping our clients take control of their destiny and secure their future for over 15 years.
Based in Sydney’s northern beaches, you know you will be in good hands with our highly qualified and experienced team of financial planners.
And as a Fortnum Wealth Adviser, we are also part of a much bigger team of independently owned financial advisers, with the backing of one of Australia’s most respected privately owned financial groups.
David Lunn,
Principal, SSA, GDFP(SIA), MBA(Fin)
Authorised Representative number – 239790
David brings over 20 years’ experience as a financial planner and adviser. He gets a huge buzz out of helping clients achieve peace of mind, knowing their future is safe and secure, and building long-term relationships with all his clients.
“What we offer is something that money can’t buy: peace of mind. If we can’t add value we won’t take on a client.”
Mark Johnson,
Principal, Bbus, GradDipFP, CFP®
Authorised Representative number – 432093
With over 13 years’ experience, Mark has gained a thorough knowledge and is passionate about helping clients meet their personal financial goals.
“I naturally find understanding money very easy and love using what I have learnt to help my clients by bringing simplicity to financial complexity. We provide a social dividend as well as a financial dividend for our clients, and it is incredible to see the impact we have on their lives.”
Isis Fogaca,
Practice Manager
Isis joined our team as a Client Service Administrator and quickly advanced to the role of Practice Manager. With a strong commitment to excellence in client service and operational efficiency, Isis ensures the smooth functioning of our practice. Her extensive experience in administration, coupled with her Graduate Diploma in Project Management and Certificate in Leadership and Strategy, makes her an invaluable asset to our team.
Andrew Lunn,
Advice Assistant
Andrew joined the firm in 2019 as a graduate after completing his Bachelor of Commerce majoring in Accounting. Andrew is carrying on the tradition of caring for people through dedication and commitment to client outcomes. Andrew has commenced his post graduate financial planning studies.
Samantha Keyser,
Client Services Administrator
Sam has been with the firm since 2005. Sam was our original practice manager prior to moving to part time to start a family and has been with us ever since. Sam brings a very long history and knowledge of our clients and business and is a highly valued member of the team. Sam holds a Bachelor of Economics.
Dave Torsiende,
Client Services Administrator
Dave joined us in 2022, bringing with him a Bachelor of Science in Business Administration, majoring in Marketing. His background as a Customer Service Representative has equipped him with the skills to assist our adviser/practice manager in completing implementation tasks and communicating with clients to book review meetings and send reports. Dave’s dedication to client satisfaction is evident in every interaction.
Jenya Khvan,
Client Services Administrator
Jenya joined our firm in 2024. With a Bachelor’s degree in Tourism and experience working across diverse cultures, Jenya brings a strong foundation in administration and a global perspective to our team. Committed to assisting both advisors and clients, Jenya plays a vital role in enhancing our firm’s efficiency and service quality.
Susanne Muir,
Client Services Administrator
Coming from a background of over 20 years’ experience in the financial industry, Susanne has been a very valuable addition to our team since she joined in February 2008.
Susanne’s vast experience includes the administration of risk products, investment products and office management.
Susanne has completed a course in ‘Supervision in Management’ and has used these skills as she deals with all aspects of client management within the Administration Department of our office.
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We provide you with peace of mind – manage your risk and ensure you don’t miss out on opportunities.