The Lakeside Team


Gerry Power, Director and owner

Gerry is the founding owner of Lakeside Financial Planners and an Authorised Representative of Matrix Planning Solutions Limited.

Over 25 years ago Gerry had a vision to create financial planning practice to give valuable personal  assistance with Wealth Creation, Investments, Superannuation, Retirement Living, Business and Personal Insurance.

Gerry’s educational qualifications and membership of professional Associations are:

  • Diploma of Financial Planning
  • Diploma Australian Insurance Institute
  • Registered Tax Practitioner
  • Australian Lifewriters Association LUATC I LUATIC II
  • Australian Lifewriters Disability Insurance
  • Member of Financial Planning Association of Australia
  • Member of Association of Financial Advisers
  • Justice of the Peace

Gerry is an Authorised Representative and Credit Representative of Matrix Planning Solutions Limited.


Clae Molloy, Director and owner

Clae joined Lakeside Financial Planners in 1999 and became a partner of Lakeside Financial Planners Pty Limited in 2003.   He is an Authorised Representative of Matrix Planning Solutions Limited.

Clae's personal approach to all our clients and the care and guidance he offers is widely acknowledged.  He has been assisting our clients in all aspects of their financial planning needs for almost 15 years and was employed in the finance industry for many years prior to joining Lakeside.

Clae is focused on providing assistance in Wealth Creation, Investments, Superannuation, Retirement Living, Business and Personal Insurance with a focus on tax effective investment advice.

Clae’s educational qualifications and membership of professional Associations are:

  • Bachelor of Science (Mathematics)
  • Advanced Diploma of Financial Services (Financial Planning)
  • A member of The Financial Planning Association of Australia
  • Registered Tax Practitioner
  • Justice of the Peace

Clae is an Authorised Representative and Credit Representative of Matrix Planning Solutions Limited.


Mitchell Bradshaw, Financial Planner

Mitch joined Lakeside in 2014 after 15 years in funds management and investment banking, seeking a desire to work closer with clients, provide solutions, and assist them in reaching their financial goals.

Mitch currently manages the Lakeside corporate superannuation offering, Lakeside Corporate Solutions Pty Ltd, assisting employers and employees alike in navigating the superannuation landscape.

Mitch's educational qualifications are:

  • Master of Applied Finance
  • Bachelor of Economics
  • Diploma of Financial Planning
  • Certificate IV in Finance and Mortgage Broking
  • Justice of the Peace

Mitchell is an Authorised Representative and Credit Representative of Matrix Planning Solutions Limited.


Chris Blake, Senior Paraplanner

Chris joined Lakeside in 2007 as Paraplanner, and has a wealth of knowledge that helps to assist the Financial Planning team to find the right personal and strategic solutions for our customers.  Chris holds a:

  • Diploma in Financial Planning
  • Advanced Diploma in Financial Planning
  • Registered Tax Practitioner
  • Justice of the Peace

Chris is an Authorised Representative of Matrix Planning Solutions Limited


Priya, Paraplanner

Priya joined Lakeside as an Administration Assistant in 2010 and has progressed  to the role of Paraplanner. 

Priya holds a:

  • Diploma in Financial Planning
  • Master in computer Science
  • Bachelor in Computer Science

Priya is also currently studying for the Advanced Diploma in Financial Planning. 

Priya provides paraplanning support to Gerry, Clae, Mitchell and Chris as well as assisting clients with inquiries.  She is an Authorised Representative of Matrix Planning Solutions Limited.


Fiona, Administrator (Part time)

Fiona provides part time administrative support to our advisers and often assists clients with their inquiries. She is well educated and experienced in industry practices and liaises with fund managers and other industry groups to resolve client administrative issues.

Fiona’s professional approach to her role ensures that our clients experience a high level of service at all times.

Fiona has recently returned from maternity leave and and is in the office on Mondays and Tuesdays only.


Karen provides part time administrative support to our advisers, assists clients with their inquiries and liaises with fund managers and insurers.

Karen has a Graduate Diploma in Financial Planning and has worked in the industry for over 11 years working for organisations including MLC and St George Bank.

Karen enjoys working closely with clients and helping people to reach their financial goals. She prides herself in providing clients with a high level of service at all times.

Karen is in the office on Monday, Tuesday and Friday


Melinda, Receptionist

Melinda joined Lakeside in September 2016 and brings many years experience in the Financial Services Industry.

Melinda's friendly nature and infectious smile is a warm greeting to all visitors to our office.


Pauline, Accounts Manager (part time)

As our Accounts Manager, Pauline looks after all aspects of our finances.  Pauline is in the office Monday and Tuesday.

 


Kristen, Office Assistant (part time)

Kristen commenced in the financial services industry in 1991. With over 20 years experience and education in many areas, she now provides administrative knowledge and assistance to the office staff.  Kristen ensures our office is compliant with legislation and is dedicated to improving customer service.  Kristen is in the office Tuesday, Wednesday and Thursday.