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Home Our Team
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Customer loyalty is one of the things that is most critical to our success as a business, and all our team members are really the ones that bring the WealthyLife brand to life for our clients. MINH LE - MANAGING DIRECTOR Minh is the Founder and Managing Director of the WealthyLife. He has been a financial advisor for 10 years. He keeps himself busy with recruiting, training and managing the growing team of WealthyLife as it expands into Life Insurance as a core division of the business. Minh's goal is to grow the team to 30 staff members by June 2010. Working with clients to provide a holistic approach has been the key strengths of Minh's service to clients, and now his vision is to build the team of WealthyLife to be composed of insurance & investment specialists. In his spare time Minh loves to play Texas Holdem Poker, Basketball, and watch movies. |
To the top TOM DIEFENBRUCH - FINANCIAL PLANNER Tom joined the WealthyLife Team, to be able to provide a holistic approach and truly independent advice to help his clients to achieve a secure future. Tom specialises in the following: • Life & Income insurance solutions • Diversified Superannuation strategies • Diversified Wealth creation strategies • Retirement Planning solutions • Portfolio review • Gearing strategies Tom is an experienced Financial Planner, and has been working in the Financial Services Industry since 2001. He holds the Advanced Diploma of Financial Services (Financial Planning), and was trained to the highest standard by one of Australia’s largest Banks. His approach to financial advice is a conservative one, with great deal of attention to detail, based entirely upon his client’s needs, objectives and tolerance to risk exposure. Tom offers Fee for Advice/Implementation as well as Entry/Ongoing Fee options for Investments and Superannuation, and generally provides Insurance Advice at his own expense to his clients. |
To the top TONY MIFSUD - FINANCIAL PLANNER Tony is a chartered account and qualified financial planner, with more than 13 years experience in the finance industry. He has completed degrees in commerce and business and has a graduate certificate in financial planning. As a value added service to his accounting clients, Tony being passionate about the financial market and is dedicated to building and preserving wealth for his clients. |
To the top ALVIN WONG - FINANCIAL PLANNER Alvin comes from a consulting background, but has always had a passion for finance. As an advisor he enjoys building real relationships with his clients and finds great reward in helping them achieve their financial goals. He has a diverse set of skills, experience and knowledge and has particular interests in superannuation strategy planning and tax effective strategies. He holds degrees in Commerce and Engineering from the University of Queensland and has also completed an Advanced Diploma of Financial Services. |
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MICHAEL BOERSEN - INSURANCE ADVISER Prior to joining WealthyLife, Michael worked in the finance industry. With his background in investment lending and a reputation for accuracy, efficiency and reliability, he maintains professional value added relationships with his clients to achieve their end goals. He will go to any length to ensure a premium service is delivered to the client. |
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DAVID TRINH - INSURANCE ADVISER David is an insurance advisor with WealthLife. With 5 years experience within the banking sector and also having worked as a mortgage broker, David brings a wealth of knowledge to the team. David uses his knowledge and experience to provide the right solutions to clients needing income, life and trauma advice. |
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DEBBIE KINDNESS - PRACTICE MANAGER Coming from a background in IT, Debbie took a break from the corporate world in 1999 to pursue her dream to travel the world. She got as far as India where she spent the next 6 years leading adventure tours. Debbie returned to pick up her life in Australia in late 2005. With a strong desire to help people get more out of life, Debbie keeps the team focused on the WealthyLife philosophy. | To the top
HELEN VASICEK - ADMINISTRATION SUPPORT Helen worked for 14 years with the Commonwealth Bank as a Customer Service specialist. She now brings her admin support and customer service focus to a growing WealthyLife business. | To the top WealthyLife Pty Ltd All Rights Reserved 2007
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