About us

Lighthouse Financial Advisers Pty Ltd is fully licenced in all areas of financial planning and offer a comprehensive suite of services to clients. Commited to helping Australian’s make, protect and preserve wealth, Senior Financial Adviser and principal Sean Prosser has been providing superior advice and consultation on matters of financial planning for over 8 years.  Receiving a  Diploma of Financial Services, Sean is now undertaking an Advanced Diploma in Financial Planning to ensure his advice is current with market trends and legal obligations. Sean is also a Licenced Mortgage Consultant and a member of the MFAA.

The team at Lighthouse Financial Advisers consists of a dedicated Client Services Manager coordinating all the communications and administration needs of the clients. Currently undertaking this role is Stephanie Gillman, and she has senior level experience in customer service both externally and within the financial planning environment.   Two Paraplanners ensure the financial advice Sean provides is offered at the highest level of accuracy and efficiency to meet the specific needs of the client, but takes into consideration tax law, social security issues and all other important areas of the planning process.  Their dedication to market research is what enables Lighthouse Financial Advisers to deliver leading edge product advice.

Lighthouse Financial Advisers is licenced under Patron Financial Advice. Patron is an independent dealer group ensuring the advice Sean gives is unbiased and specific to the client needs, and not motivated by any financial gain offered by a particular fund manager.  The purpose of the dealer group is to ensure all legal obligations are met and all work is consistent with AFSL guidelines. (see our Financial Services Guide).

 

Our affiliation with Patron allows Lighthouse Financial Advisers to be backed by a powerful network of support services including active investment research resources, compliance support, ongoing education support, technical support, and access to a broad range of investment, superannuation and insurance products.

In response to client needs, and to assist in a wholistic approach to financial planning, “Proforma Financial Solutions” was started in late 2007 and facilitates the finance broking services of Lighthouse Financial Advisers. As home loan specialists licenced through Plan Australia Sean has a large panel of lenders which enables him to ensure he finds the right loan solution for the client’s specific needs.  Through our partnership with Macquarie Bank he is also able to provide vehicle and equipment leasing needs, as well as personal finance. 

At Lighthouse Financial Advisers our overall mission is be transparent whilst offering ‘consumer friendly’ financial planning advice. With our extensive range of industry partnerships we are able to offer all of these services in the one location, thus we believe that we can dramatically reduce financial planning costs as well as save valuable time normally spent sourcing these services from a range of different suppliers.