About us

From teaching himself to trade stocks at just 18 to becoming the youngest partner in one of Sydney’s leading and most trusted advisory practices, Kane’s journey has been built on relentless learning, real-world experience, and a deep empathy for those navigating financial uncertainty.

Over more than 15 years in the financial services industry, he has honed advanced skills in portfolio construction, tax strategy, and long-term wealth planning, working closely with everyday Mum’s and Dad’s to high-net-worth clients to make smarter, purpose-driven financial decisions.

Beyond his professional achievements, Kane is committed to giving back, actively mentoring disadvantaged youth, and supporting community programs. A devoted family man, he enjoys life with his partner Petra and their children, Zara and Tobias, balancing his passion for sport, travel, and lifelong learning.

Denise’s warm and approachable nature ensures clients feel supported at every stage of their financial journey. She continues to invest in her learning, pursuing advanced qualifications to meet evolving industry standards.

Outside of work, Denise finds inspiration in travel, long nature walks, and spending meaningful time with her family and friends.

After a brief period away from the industry, Ash returned with renewed purpose, committed to completing all updated qualifications to meet Australia’s new standards in 2025. He specialises in personal investments, superannuation, insurance, and self-managed super funds, helping clients make informed, confident decisions about their financial future.

Known for his thoughtful, personable approach, Ash takes pride in simplifying complex financial matters and guiding clients with clarity and care. Outside work, he enjoys tennis, golf, and is an active member of Club Lotus Australia.

Steven has worked with leading institutions, including KPMG and NAB. He has developed deep expertise in superannuation, insurance advice, tax structuring and planning, retirement planning, and investment advice. He is passionate about helping clients achieve their financial goals and secure long-term success.

Outside of work, Steven enjoys reading, playing basketball, hiking, and taking long walks along the beach and in nature.

He specialises in strategy development, superannuation and retirement planning, wealth creation, investment fundamentals, and risk management. Dan is known for his detail-oriented approach, reliability, and ability to simplify financial concepts for clients at any stage of life.

When he's not working, Dan enjoys spending time at the beach, playing golf, and catching up with friends and family.

Throughout her career, Tunazina has held roles including Client Services Team Leader and Associate Adviser, where she supported advisers in client meetings, review preparation, research, and operational workflow management.

She holds a Diploma of Financial Services (Financial Planning) (RG146 compliant) and a Bachelor of Business (International Business).

Outside of work, Tunazina enjoys travelling, swimming, and cooking. She is also passionate about cultural dance, having performed at the Sydney Opera House and various large-scale events, and teaches dance to both adults and children.

Away from the office, Judy enjoys travelling, theatre, trivia nights, and dining out. Above all, she treasures time with her growing family and is excited to soon become a grandmother to twin boys.

Balancing work and study, Mark exemplifies drive and commitment. Outside work, he enjoys biking, Zumba, road trips, scenic coffee spots, and quality time with loved ones.

Raised with values of kindness and gratitude, Iffah embraces life through travel, cultural exploration, and a passion for new experiences.

Before joining True North Lifestyle, Ken gained experience at Smartsourcing, Cognizant, and Jollibee Foods Corporation, where he earned recognition, including Rookie of the Year, Consistent Top Agent, and the Gold Standard Award. His diverse background equips him to ensure seamless operational coordination and outstanding client service.

Outside of work, Ken enjoys playing volleyball, exploring freediving, and spending time with his dog. He’s passionate about anime, especially Sense8, loves good food (particularly lechon), and dreams of visiting Japan to experience its culture, cuisine, and natural beauty.

A proud mother and grandmother, Debbie values family above all. In her downtime, she enjoys yoga, walking her dog, and creating moments with loved ones.

A passionate animal advocate, Karen spends her free time gardening, bushwalking, camping, travelling, and enjoying quality time with her family.

Her career includes leadership roles in sales and marketing across multiple industries, including international experience in the UAE with Orbit Showtime Network and American Express Bank. Since 2019, she has worked with startups and small businesses as a consultant, delivering tailored digital campaigns and growth strategies.

Outside of work, Clarita enjoys cooking, traveling, and outdoor adventures, and values time with friends and family.