“Someone is sitting in the shade today because someone planted a tree a long time ago.”     Warren Buffet


Kym MarriottKym
B.Bus, Dip FP, CFP, AFPA, CIS, C.Dec
Director & Representative

Kym is the managing director and owner of Life Balance Financial Professionals. With over 27 years of experience in his profession Kym is one of the best Financial Strategists in Australia. He works with his clients as a Personal Consultant and Business Development Specialist.

Kym has been decorated for his service in the Finance Industry, most notably he was awarded Financial Adviser of the Year 1998 & 1999 by the Insurance and Financial Managers Association. He has also lectured Financial Planning for educational institutions and is the former Chairman of the Financial Planners Association (FPA) Brisbane.

Kym takes a personal approach to his craft with an emphasis on the client relationship. He is a technical expert, strategist and an innovator. Kym conducts business intuitively with a passion for his craft and is always looking to be on the cutting edge of financial practice in Australia. Kym has a firm belief that minimizing risk, understanding opportunity and maintaining consistency in his clients’ portfolios as the key for building long term wealth.

Kym has his finger on the pulse of the financial industry and conducts regular research and product meetings with Australia’s leading financial providers and representatives and furthers his personal development by attending corporate networking, business development and industry conferences.

Kym is an outstanding member of his local community and is an active supporter of the Queensland Cerebral Palsy League. He also donates to the Royal Children’s Hospital and the Queensland Cancer Council. When he is not at work Kym is a devoted father and husband to his children and wife Barb.


 

Stephen InwoodSteve
B.Ed, MBA (Fin Planning), CFP
Director, Representative and Owner of SALA Financial Services

Steve is the managing director of SALA Financial Services and operates his business as an authorized representative of Life Balance Financial Professionals. He is a director on the board of Life Balance Financial Professionals and is a highly respected member of the Australian financial community with over 27 years of industry experience.

Steve has achieved much recognition during his career including running several “Best Practice Programs” (AMP) and for the integration of financial planning into banking branch networks (Suncorp). He has worked as a senior planner in one of Australia’s leading boutique financial planning firms as ‘Marketing and HR Manager’ and was responsible for the physical merger of three financial planning firms in Brisbane.

Steve is an outstanding member of the community and has been a mentor and coach to many young men in Brisbane during his 15 years as coach of the Longhorns Rugby Union club.


 

Tony BellTony
B.Com (ACC), CFP, CPA.
Representative

Tony is is a registered tax agent and Certified Financial Planner (CPA). Tony has been in finance for over 30 years. Tony is a founding member of Life Balance Financial Professionals.

Tony has experience both as a financial planner and as a registered tax agent. With his wealth of knowledge and understanding in all aspects of the business Tony is a mentor and guide and is highly respected in his position as support to the Directors at Life Balance. His passion, careful management and expertise have played an integral role in developing Life Balance into the stable thriving business that it is today.


 

Alison Inwood

AliBBus, MBA, Dip FP, JP
Administration Manager 

Alison is responsible and accountable for the management of client related tasks ensuring a consistent and professional client experience, and also serves as a mentor to associate planner James Marriott. Prior to working with Life Balance as Practice Manager Alison specialised in management support to high net worth individuals and boutique specialist personal risk protection advisers.  Alison has worked in the Financial Services industry for over 15 years and holds a Bachelor of Business and an MBA. She is also a Justice of the Peace.


 

James Marriott

Dip F.P,  Dip Bus, JP
Associate Financial Planner

James is the newest addition to the Life Balance family and is currently undergoing training in his role as an Associate Financial Planner. He is currently studying to advance his qualifications and knowledge in finance studying a Bachelor of Business with a Major in Finance. He also is a Justice of the Peace.

James has achieved a Diploma of Business Management and a Diploma of Financial Planning and had previous job experience managing restaurants and bars in prominent Brisbane venues. His love of culture and excellence in service  have had a lasting impact on his value towards customer service and building strong client relationships. He is fortunate to have Alison Inwood, Stephen Inwood and Kym Marriott as guides and mentors as he begins his journey in finance.


 

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