JAMES KELLY
PRINCIPAL and FINANCIAL ADVISER

QUALIFICATIONS
Advanced Diploma in Financial Services
Masters of Business Administration Bachelor of Technology

With a strong finance background and following on from leadership roles in the Australian Army, James has settled in Port Fairy with his family. His weekends are made up of family time and a love of water sports. James is a keen kite surfer and runner. James is also the Treasurer of the local Port Fairy Surf Life Saving Club.

James has a knack for understanding client aspirations, which, paired with his disciplined traits, helps him to create optimum strategies to support his clients in achieving their goals.

NICOLE O'SULLIVAN
FINANCIAL ADVISER

QUALIFICATIONS
Graduate Diploma of Financial Planning
Bachelor of Management

Nicole has worked for Ambleside for since 2013 and is a strong believer in finding the right balance between managing your everyday commitments and making time to enjoy life.

Nicole works closely with her clients to identify their goals and setting in place the steps needed to realise their goals. Her persistence and determination in evident in her success in see her clients achieve their goals.

ALLIRA SUMMERVILLE
FINANCIAL ADVISER

QUALIFICATIONS
Diploma and Advanced Diploma of Financial Planning
Bachelor of Commerce

Allira thoroughly enjoys helping clients to define their goals and developing strategies to meet these goals, whether it be transitioning from working to retirement, moving from their home into age care or protecting their family’s wealth through the implementation of insurance protection.  

Outside of work, Allira and her husband Blair are kept busy with their two young daughters, Mia and Abbie. They dedicate their spare time to their small-scale farm where they are focusing on building their sheep flock while agisting stock for local dairy farmers.  

KATHERINE GOUDIE
PRACTICE MANAGER

QUALIFICATIONS Graduate Diploma in Taxation Studies
Bachelor of Economics

Katherine has worked in client services for over 20 years and joined Ambleside five years ago. Katherine’s work at Ambleside supports the team to do the work they do for our clients. She is proud to be part of the Ambleside team and to support the work done by the team to help our clients achieve their goals.

RIAN WHITE
CLIENT SERVICES MANAGER

QUALIFICATIONS
Diploma of Financial Planning
Bachelor of Commerce

Rian has been working within the service industry for over 15 years. She has a deep understanding on how important building relationships are, whether it be with clients, colleagues or other professional advisers. Holding a degree in commerce, Rian has a knack for solving calculations before you even think about getting the calculator out. 

Rian is focused on continually growing her knowledge of all things finance and dedicates her time to working closely with our advisers. Rian enjoys spending her spare time heading to the beach with her husband, Ian, and son, Max. If it's a winter's day, chances are you'll find her in the kitchen, baking up a delicious treat for her family.

LAUREN BILLINGTON
CLIENT SERVICES ADMINISTRATOR

Lauren has worked in the financial industry for over 25 years and loves meeting and helping all our clients. She looks forward to greeting you at Ambleside.

In her free time, Lauren loves going for walks and catching up with friends for coffee and also watching her local football and netball teams.

BROOKE HABERFIELD
CLIENT SERVICES ADMINISTRATOR

QUALIFICATIONS
Certificate III Business Administration

Brooke’s bubbly personality and enthusiasm towards everything she does makes anyone who walks into the front door feel as though they’ve known her for years.

Brooke has years of experience working within the financial services industry and is keen to continue to build on her knowledge and skills within this sector. What Brooke enjoys most about her work is being a part of a team environment and establishing strong relationships between clients and her colleagues.

Outside work, Brooke and her partner are kept busy with looking after their two kids, Huey and Zahli. She also enjoys playing netball and catching up with family and friends.

BROOKE PHILLIPS
SENIOR PARAPLANNER

QUALIFICATIONS
Advanced Diploma Financial Services
Diploma Financial Services

Brooke has worked in the financial planning industry for over 15 years. Brooke’s role as a Paraplanner enables her to provide a positive impact on people’s lives, to help them achieve their goals and dreams. This experience drives her passion for financial planning and quality advice.    

Outside of work, she loves getting outdoors and enjoying nature with her husband and family. Brooke also enjoys reading, dancing (ballet) and traveling, to learn about other cultures and experiencing new food.