Our Team

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Michael Schnabel

Principal Adviser

I have been a financial planner since 1990. I am a member of the Financial Planning Association where I hold the designation of Certified Financial Planner.

I enjoy my work, dealing with people and helping them achieve their goals. I cover all aspects of financial planning. I am a qualified sprint coach, spending my time coaching young athletes from Sutherland Little Athletics Club and from Surf Lifesaving. I still continue to sprint competitively.

Planning financially is no different to planning a program out for the athletic season. It needs a good foundation and a thoroughly thought out body with ongoing reviews to ensure success. This is why I enjoy the similarities between work and play. I enjoy the outdoors, an active lifestyle and making the most out of whatever I do.

Areas of expertise
  • Transitioning to retirement
  • Insurance
  • Estate planning
Qualifications
  • Certified Financial Planner
  • Diploma of Financial Planning
  • Advanced Marketing Certificate
Michael's ideas of Financial Freedom

Family, Fun, Fitness and no time wasted. Enjoy all areas of life to the maximum.

Diana Lozell

Practice Manager

Mother of 3, keen netballer and netball administrator, brings great organisational skills to the business.

 

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