Managing Director | Head of Advice
B.Bus. FinPlan

Authorised Rep No. 344354

Founding Diamond Partners in 2014, Bridget sought to break the glass ceiling as a well-regarded and female led advice practice in the Australian financial advice sector. Building a qualified and experienced team with an unwavering commitment to quality, sustainability and professional long-term relationships has been a goal truly realised over the last 9 years. Goals focused service and effective communication where clients can relate, and depend upon, has been Bridget’s flare within her field.

Described as passionate, loyal and caring, Bridget, who enjoys order and organisation, is who you want on your team when it comes to meticulous financial planning.

Renowned for her work with high-net-wealth positions, Bridget manages complex, larger-scale, and sensitive financial plans while also providing strategic leadership to the whole team to ensure every client’s success.

Bridget loves cooking and hosting family and close friends. On the weekend you’ll most likely find her enjoying time at home or at a local beach or coffee shop. Her goal is to begin travelling and complete her master plans at her local property

Partner | Senior Financial Adviser
B.Com. FinPlan

Authorised Rep No. 1003172

Since early 2020 Kaine has been an integral part of the Diamond Partners team, bringing with him vast experience in financial planning after working within financial services in the banking realm.

In an industry with continual change and challenges, Kaine was attracted to Diamond Partners for the team’s view on providing honest and holistic advice for people from all walks of life.

With his honest, reliable and committed approach to financial planning, Kaine enjoys providing his clients with clarity and peace of mind. He believes in the security of knowing everything is in order to enable clients to keep their focus on what they love.

Outside of work, Kaine enjoys playing football (known around here as Soccer) for Caloundra Football Club, grabbing a good coffee and spending as much time as possible at the beach.

Senior Financial Advisor
B.Bus. (Acctg) Dip.FinPlan

Authorised Rep No. 1249049

Jodie has more than a decade of knowledge and experience in the financial planning industry. Jodie’s former background as a Certified Practising Accountant (CPA) also compliments her proficiencies as an adviser and working well with your other engaged professionals to gain the overall best client outcomes.

Jodie loves the opportunity to build relationships and make a difference in client’s lives. She was attracted to Diamond Partners’ passion for holistic advice and client-centric yet professional approach.

Jodie enjoys the Sunshine Coast environment and lifestyle, spending time with her two children, and importantly some of her own time and travel now they have grown up.

Partner | Head of Operations
Dip.FinPlan

With a great love of the sea and the sunshine, Emma relocated from Toowoomba and chose the Sunshine Coast to advance her career. She brings great passion and motivation to the Diamond Partners team which sees the business grow with purpose and pride.

Emma is driven to help more people be financially prepared to reduce stress when the unexpected happens, while also positively impacting on day to day life.

She is deeply passionate about making sustainable choices both in her personal life and within our business practices. From reducing waste and conserving resources, to creating efficiencies in order to support our firm value of 'work life balance'.

Emma loves being outside her garden and spending time with her husband and their two dogs.

Investment Consultant

Aaron Lewis is a seasoned Investment Consultant with more than 15 years of experience in the investment industry. As Partner and Head of Equities, Aaron plays a critical role in managing and advising the Diamond Partners self-branded SMAs (Separately Managed Accounts), in partnership with Quilla Consulting, a leading investment research house. These SMAs are designed to outperform the market by delivering tailored, high-performance investment strategies.

Before joining Quilla Consulting, Aaron spent over a decade as a Senior Investment Analyst in Macquarie Bank’s prestigious Private Bank division. In this capacity, he was instrumental in conducting in-depth fund manager research, consulting for both institutional and private wealth clients, and designing bespoke investment portfolios. His expertise in investment strategy and portfolio construction enabled him to deliver exceptional returns through highly personalised solutions.

Investment Consultant

Michele Santangelo is a highly accomplished investment professional with over 17 years of experience in investment research, strategy, and management. As an Investment Consultant, Michele partners with Aaron and Quilla Consulting to advise and manage the Diamond Partners self-branded SMAs (Separately Managed Accounts). 

Throughout his career, Michele has held prominent roles, including Senior Portfolio Manager at Independent Securities, a respected fund manager headquartered in South Africa. His previous positions also include Partner at Empyrean Fund and Chief Investment Officer at Vunani Wealth and Investments, where his in-depth knowledge and strategic insights helped clients across various sectors achieve outstanding investment outcomes.

Client Service Manager
Dip.Bus.

Incredibly organised and beautifully empathetic, Melanie is committed to ensuring every client has an exceptional experience with Diamond Partners. She understands the importance of a solid financial structure and plans to reach your goals, whether they be financial or lifestyle.

For Melanie, the ideal lifestyle is enjoying the work-life balance that Diamond Partners affords and sees her enjoy exercising in the outdoors with her young family, heading out for a good coffee and enjoying the stunning beaches and waterways.

Client Service Manager
B.Bus (Acctg) Dip.FinPlan

Kimberly is a spirited individual known for her adventurous nature. She values quality time with family and friends, exploring new destinations, and indulging in captivating reads.

Her ambitious drive, coupled with a genuine kindness, shapes her character.

Kimberly advocates for the significance of organizing personal finances, believing it offers a sense of tranquillity and propels individuals towards realising both present and future financial aspirations.

Client Service Manager
Dip.FinPlan

Karen brings with her many years of experience in the financial planning industry, and with her genuine friendly and empathetic nature, Karen thrives on assisting our clients reach their goals and dreams. She is well organised and someone you can always rely on.

Outside of the office, Karen is a Mum of three and is their number one supporter. You will find her every weekend on the sidelines of a basketball court cheering them on or volunteering in any capacity.  In her spare time, Karen enjoys travelling, being in nature, and spending quality time with her friends and family.

Client Liaison Officer

Maree believes that when you start to manage your finances, you then have more understanding of how you’re spending your money. This along with a good budget will help you increase your savings and assist you in living the life of your dreams.

In her spare time you can find Maree spending time with her family and having a good cup of coffee at the local cafe! She is passionate about delivering a high-quality experience to all of our clients and we hope you’ll enjoy interacting with her.