MEET OUR TEAM

Authorised Representative 392549

- Certified Financial Planner
- Registered Tax Agent
- Advanced Diploma of Financial Services
- Bachelor of Commerce (Land Economy)

Adam is Life Money Co’s Managing Director and a Senior Advisor. Adam has worked for over 12 years in financial planning, working for a number of reputable planning firms. In 2019, Adam purchased Money Management Masters, rebranding the business to Life Money Co.

What drives Adam is simple: “What motivates me is helping people to exceed their own expectations. Getting your financial house in order means that you can focus on the more important things in life.”

Outside of work, Adam and his wife Annabel have two children and live on Sydney’s leafy lower North Shore. They like taking regular breaks from the city and heading into the country. Adam’s also partial to a craft beer and a good wine and has a keen interest in flying…but not combining the two hobbies together!

Adam Faulkner Advisor Profile

Authorised Representative 1241409

- Diploma of Financial Services (Financial Planning)
- Self Managed Superannuation Funds
- Graduate Certificate in Applied Finance
- Graduate Diploma of Financial Planning

Daniel is an accredited Financial Planner and has worked in the industry for 10 years. He’s taken a keen interest in helping our clients to grow their wealth and understands the needs of a younger generation.

Daniel’s philosophy towards managing your finances is heavily based on achieving your goals: “We have so many important goals in our lives, whether it be getting married, looking after our families or spending time with our friends. Unfortunately financial matters often get in the way – I want to remove this stress from our clients so they can focus on actually enjoying life, instead of counting beans.”

Outside of Life Money Co, Daniel is an active individual, with a passion for archery and Jiu Jitsu. He’s also a gun in the kitchen, with a particular interest in making his own jerky recipes.

Daniel Ko Advisor Profile

Authorised Representative 1268049

- Bachelor of Commerce
- Diploma of Financial Planning
- Self Managed Superannuation Fund accreditation

David is an accredited Financial Planner and has worked in the industry for over 3 years. He’s taken a keen interest in understanding what drives our clients and how he can help a younger generation obtain financial freedom.

David’s motivation comes from seeing his clients succeed: “I’m driven to create financial freedom for my clients. It’s always exciting to help them to fulfil life long dreams and goals without the need or worry of financial instability.”

Outside of Life Money Co, David is an adrenaline junkie, with a passion for football (soccer) and snowboarding. He is also a lover of all carb-based foods!

David Grech Advisor Profile

Authorised Representative No. 1314558

- Graduate Diploma of Financial planning
- Bachelor of Commerce (Corporate Finance)

I will act in your best interests at all times and I am bound by the law and the Financial Adviser Code of Ethics. I am committed to providing you with quality financial advice and a wide choice of products and/or services to suit your individual circumstances.

Life Money Co Services Pty Ltd has authorised me to provide financial advice to wholesale and retail clients including initial consultation, strategy development, product considerations and a Statement of Advice including implementation of that advice will depend upon the nature and complexity of the advice and or service provided.

Daniel Smith Advisor Profile