Meet Our Financial Planning Team
Experienced professionals dedicated to helping Australian families and businesses build sustainable financial futures through practical budgeting strategies and personalized guidance.
Leadership & Experience
Our team combines decades of financial planning experience with deep understanding of Australian market conditions and regulatory requirements.
Marcus Richardson
Senior Financial Planner
CFP®, CPA Australia
15 years industry experience
Real-World Financial Planning
Marcus started his career during the 2008 financial crisis, learning firsthand how proper budgeting and emergency planning protect families during uncertain times. His approach focuses on building realistic financial frameworks that work for real Australian families, not theoretical scenarios.
- Helped over 400 families establish sustainable budgets since 2010
- Specialist in Australian superannuation and tax planning
- Regular contributor to Australian Financial Review
- Certified Financial Planner with ongoing professional development
Our Team Expertise
Annual Budget Development
We work with individuals and families to create comprehensive annual budgets that account for Australian tax cycles, seasonal expenses, and long-term financial goals. Our process includes quarterly reviews and adjustments.
12-month planning cyclesProperty & Investment Planning
With extensive knowledge of Australian property markets and investment structures, we help clients budget for major purchases and understand the ongoing costs of property ownership and investment.
Regional market expertiseBusiness Financial Structure
Our Planning Approach
Every client situation is different, but our systematic approach ensures we cover all the essential elements of successful financial planning while adapting to individual circumstances and goals.
Current Situation Analysis
We start by understanding your current income, expenses, assets, and debts. This includes reviewing bank statements, pay slips, and existing financial commitments to get a clear picture.
Goal Setting & Prioritization
Together we identify short-term and long-term financial objectives, then prioritize them based on importance, timeframe, and available resources.
Budget Framework Creation
We develop a practical budget framework that covers essential expenses, savings goals, and discretionary spending while building in flexibility for unexpected situations.
Implementation & Monitoring
We help you implement the plan with practical tools and systems, then provide ongoing support through regular check-ins and plan adjustments as circumstances change.
Team Values & Commitment
The principles that guide our work with every client and shape our approach to financial planning.
Practical Focus
We believe in realistic planning that works in the real world. Our strategies are designed to be implementable and sustainable for busy Australian families and businesses.
Client-Centered Service
Sarah Chen leads our client relations team, ensuring every interaction is helpful and supportive. We're here to answer questions and provide guidance when you need it most.
Ongoing Education
Financial regulations and opportunities change regularly. We stay current with Australian financial law, tax changes, and market conditions to provide accurate, up-to-date advice.
Our Commitment to You
When you work with trylexiviano, you're not just getting financial advice – you're gaining a team of professionals who understand Australian financial conditions and are committed to helping you achieve genuine financial stability. We measure our success by your progress toward your goals.
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