JAMES KELLY
PRINCIPAL/FINANCIAL ADVISER

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

With a strong finance background and following on from excelling in leadership roles within the Australian Army, James has recently settled his young family in Port Fairy and is returning to the financial world as the Principal of Ambleside Wealth Advisers. James has a knack for understanding client aspirations, and paired with his disciplined traits he helps to create optimum strategies to support clients in achieving their goals.

His young family and love of water sports dominate his weekends. As a keen kite surfer and runner, the move from inner Melbourne to the coastal haven of Port Fairy was the perfect chance to dedicate more time to both his love of the water, and his role within the financial advice profession. James works closely and collectively with both the in-house Ambleside team and each individual client to improve their financial position, helping them to achieve their dreams sooner.

NICOLE O'SULLIVAN
FINANCIAL ADVISER

QUALIFICATIONS
Graduate Diploma of Financial Planning
Bachelor of Management

Nicole is a huge believer in taking time to introduce fun into her life, wanting to look back on her life with no regrets herself. She hopes to inspire this thought with clients as well. Nicole knows how to set a goal and work towards it. She brings that persistence and determination to her work to help others achieve 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 Aged 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
Bachelor of Economics
Majoring in Money and Banking, and International Developmental Economics

The Ambleside business has a long history of helping our clients in the Warrnambool region. The place and impact of having a trusted adviser for our client’s cannot be understated. I believe our work genuinely helps our clients to achieve their goals.

I have worked within the business for three years. I can attest that you will be in safe and capable hands with the team at Ambleside.

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. This has provided her with an understanding on how important building relationships are, whether it be with clients, colleagues or other professional advisers. Holding a degree in accounting, Rian has a knack for solving calculations before you even think about getting the calculator out. 

Rian is focused on continually growing her knowledge around all things finance and dedicates her time to assisting the Advisers improve their clients financial position. Rian enjoys spending her spare time heading to the beach with her husband, Ian and son Max. But 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 25 years and loved meeting and helping all our clients when she was with Bowman Financial Services, and she looks forward to greeting them all again at Ambleside now that the business has been transferred.

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 keeps busy with looking after her one year old Huey she shares with partner Rick and enjoys playing netball and catching up with family and friends.

MARIEL MILANO
CLIENT SERVICE ADMINISTRATOR

QUALIFICATIONS
Bachelor of Science, majoring in Accounting

Mariel enjoys working as part of a team and prides herself on ensuring she provides excellent support to her clients. Having worked in the financial services industry for several years, has allowed Mariel to develop her skills and is a great asset to the Ambleside team.

Outside of work, Mariel enjoys spending her weekends going on bike rides to stay healthy. She also enjoy the adventure of travelling especially exploring local areas with family and friends.