THEO KOUZAPA

Managing Director

Theo joined LKFS in 1995 and has worked within the finance broking industry his entire career

Still relatively young, Theo is considered to be a veteran of finance and his knowledge in business operations and funding strategies is well beyond his years. With significant exposure to many industries, including construction, agriculture, manufacturing and retail, there isn’t much that he hasn’t seen in his 21 years in finance.

Theo is a customer focused leader of the LKFS team with a natural ability for forging strong relationships. He doesn’t mind rolling up his sleeves and fighting on behalf of his client's financial well being and is protective of the high standard of service expected by our clients.

Contact:theo@lkfs.com.au

PETER MORGANTE

Director of Finance

Qualifications:

• Certificate IV in Financial Services (Finance /Mortgage Broking)
• Diploma in Financial Services (Finance & Mortgage Management)
• Bachelor of laws and Legal Practice

Having completed two degrees at Flinders University, Peter has acquired skills which allow him to analytically assist and improve customer’s financial situations to ensure their needs are not just met now, but also in the future. With over five years lending experience he uses his expert knowledge to assist a wide range of customers such as first home buyers, seasoned investors and professionals.

Contact:peterm@lkfs.com.au

BILL ANTONIOU

Financial Planner (Authorised representative 398633)

Bill commenced his career in the finance industry as an Accountant in 2001 at a renowned Adelaide Chartered Accounting Firm. After several years in Accounting, he pursued a career in Financial Planning, which has seen him work in some of the larger banks including Commonwealth Bank and Westpac, and more recently a specialised Financial Planning Firm which allowed him to have an influence on all facets of the financial process.

With over 10 years of experience in Financial Planning, Bill has expertise in dealing with a diverse range of clients ranging from individuals to business. Bill works with his clients to provide financial security, no matter which stage of life they are at.

Contact:bill@lkfs.com.au

NICK DAVOLI

Senior Corporate Credit Adviser

Nick joined LKFS in October 2002 and has more than 35 years experience in the finance industry. First appointed to the Commonwealth Bank in 1978, and after 16 years mostly in the bank’s lending areas, he moved into the private sector in 1994. Thereafter, Nick held a national role in a franchise chain as its Franchise & Finance Manager for more than 8 years before taking his knowledge and expertise into finance broking.

Nick specialises in commercial and business finance and has helped numerous clients to achieve their business goals and objectives. He is equally adept in financing a first home buyer as he is with structuring a complex corporate financing tender.

Contact:nick@lkfs.com.au

JOANNA MCQUILLAN

Senior Administrator/ Compliance Manager

Qualifications:

• Diploma in Financial Planning (DipFinPlan)

Joanna joined LKFS in March 2005 as the business’ Admin Assistant. Prior to this she developed her exceptional customer service skills in the retail industry for 4 years. In 2006, she was given the opportunity to further her career and was promoted to the role of Senior Administrator and Compliance Officer, where she has been ever since.

Joanna’s role is diverse and allows her to apply background knowledge of theory and practical accounting to her everyday work duties. Her time at LKFS has seen her become skilled in preparing quarterly Business Activity Statements and monitoring compliance obligations.

Contact:admin@lkfs.com.au

Alison Blieschke

Alison has worked within the Finance industry since 1988 when she joined the AMP after completing a degree at Flinders University. Alison has had a variety of roles in the finance industry including working as a Financial Planner for 8 years. As a mother of 3 she understands the difficulties involved in balancing a budget and how expensive children can be. Running a small business for 17 years, she also knows from first-hand experience what it is like to successfully run a small business and the challenges involved. Having also experienced firsthand the illness of a family member she understand that it is crucial to have the right insurance cover in place at the right time and the challenges that a serious illness presents.

With older parents and helping them to manage a successful retirement she also has an understanding of the challenges and joys that are involved in this stage of life.

Contact:alison@lkfs.com.au

Mark Haddad

Leveraging his extensive experience over the last 15 years as a Chartered Accountant, Certified Financial Planner, business and private banker, qualified mortgage broker and as a director for a large Not For Profit, Mark is able to work with subject experts within LKFS as well as external consultants, to provide the best holistic solutions for his clients.

He is devoted to helping his clients achieve their goals by ensuring your needs are project managed effectively whilst taking accountability in delivering your requirements.

Prior to joining LKFS, Mark was a Senior Financial Adviser for Perpetual Trustees for 7 years. He has helped managed over $100 million of investments for his South Australian clients and provided trustee and power of attorney services for those of age, loss of capacity and Not for Profit and Aboriginal community organisations. Prior to this role, Mark worked as a Commercial and Private Banker at ANZ for a number of years as well as an accountant for Deloitte where he began his career as a Chartered Accountant. He has a Diploma in Finance and Mortgage Brokering Management and is a member of the Australian Financial Complaints Authority.

Contact:markh@LKFS.com.au