Belinda Lundberg is a Senior Financial Adviser with over 15 years experience in financial planning. At age 24 Belinda was the youngest person ever to be appointed as a Certified Financial Planner, being the highest recognised designation in the industry. She also has a Diploma in Financial Planning and a Bachelor of Business Degree in Financial Planning.

Belinda joined her father’s financial planning practice, Investwell Australia, in 1994. After discovering her passion for helping clients to achieve their goals, Belinda undertook the journey of developing her career in financial planning. She played an integral role in the development and client management of her father’s business and is now realising her dream of building a unique and successful business of her own. Belinda takes great pride in ensuring her clients receive the personalised service they deserve.

Belinda is responsible for identifying opportunities and developing strategies for our clients. As the Director of Next Level Financial Services she also has the joint responsibility of ensuring the business continues to evolve to the ‘next level’.

Belinda married Craig in 2002. Together with their daughter Ebony, they enjoy traveling and socialising with family, friends and associates.

Belinda@nextlevelfinancial.com.au

Sandro Alleri is an Associate Adviser and has worked in the profession for over 4 years. His formal qualifications include a Bachelor of Business (Economics & Finance) at RMIT University and a Diploma of Financial Services (Financial Planning). He is currently completing the Advanced Diploma of Financial Services (Financial Planning).

Sandro is responsible for the construction and implementation of your Statement of Advice. He is also responsible for providing support to the Advisers and assisting our clients in the day to day management of their financial affairs.

Away from work Sandro enjoys playing and watching sport in addition to spending time with friends and family.

Sandro@nextlevelfinancial.com.au

Katie Molloy joined Next Level Financial Services as Client Services Manager in May 2008. You will be greeted by Katie’s warm and friendly manner and she will always assist you with great pleasure.

Katie is responsible for providing support to the Advisers and assisting our clients in the day to day management of their financial affairs.

She completed a Bachelor of Commerce/Arts at Deakin University in 2006 and is now completing the Diploma of Financial Services (Financial Planning).

Away from work Katie enjoys watching movies and spending time with friends and family.

Katie@nextlevelfinancial.com.au