Who is Lifestyle Investment Planning?
Find out more about the financial advisers who put their clients at the heart of everything they do
Our Values
Trustworthiness
Competence
Honesty
Fairness
Diligence
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Our People
An advice team who live and breathe Financial Advice.
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David Khenkin
Principal & Authorised Representative
David is a financial adviser with 25+ years of experience.
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David has a broad range of expertise in financial advice which covers:
- Superannuation including self-managed super and overseas super
- Investments
- Retirement
- Property
- Life Insurance
- Tax Planning
- Aged Care
- Budgeting Debt/Debt Management
David is passionate about providing “easy to understand” advice which fits the goals and needs of his clients.
David holds the following qualifications:
- Graduate Diploma in Financial Planning
- Diploma in Accounting
- Diploma in Property Investment
- Certificate 4 in Mortgage Broking
- Certificate 4 in Real Estate (License)
When he is not helping his clients, he is out riding his motorbike, exercising, exploring new food places or relaxing with a book on the couch.
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Michael Fingereth
Principal & Authorised Representative
Michael is a financial adviser with 10+ years of experience, and a tax adviser with 20+ years experience.
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Michael has extensive experience in advice which covers:
- Superannuation including self-managed super
- Investments
- Retirement
- Complex Tax Structures
- Foreign Residency
- Business Valuations
- Succession and Estate Planning
Michael is easily able to identify issues and draw on experience to recommend practical and effective solutions to balance professional knowledge with a shared commitment to the highest levels of personal customer service to help individuals and businesses reach their financial goals.
Michael holds the following qualifications:
- Bus(Man)/B.Com (University of Queensland)
- Certified Practising Accountant
- Graduate Diploma in Financial Planning