Skip to main content

Meet Our Team

Anne-Marie Humphries

Lisa Smith

Sylvia Sultmann

Nicole Lewis

Financial Advisor and Director

Anne-Marie Humphries

  • Anne-Marie has been providing professional financial planning advice for over 25 years and holds the highest standards of financial planning qualifications.

    Anne-Marie specialises in pre-retirement and retirement planning and
    self-managed superannuation fund advice.

    She is a CFP member of the Financial Advisers Association of Australia (FAAA). She is also a specialist member of the Self-Managed Super Fund Professionals Association of Australia (SPAA).

    Prior to becoming a Financial Planner, Anne-Marie worked as a Senior Economist for the Commonwealth Government in a range of Departments including Treasury and Foreign Affairs for over 12 years.

    Anne-Marie’s professional qualifications and extensive experience ensures that you will receive high quality advice that is tailored to your specific needs and objectives.

  • Anne-Marie’s professional qualifications include: 

    • Master of Financial Planning (MFinPlan)
    • Certified Financial Planner (CFP®)
    • SMSF Specialist Advisor (SSA®)
    • Diploma of Financial Planning (DFP)
    • Bachelor of Economics (B.Ec)
View my LinkedIn
Business Manager

Lisa Smith

  • Lisa has been in the Financial Services profession for over 20 years, having extensive experience in Client Service and Business Management roles.

    Lisa ensures the smooth running of our practice, working closely with the team to enhance service delivery. She manages our internal processes and procedures to create an efficient and consistent approach to our service offering. Essentially, her primary goal is to ensure you have a great client experience!

    She takes care of the financial and administrative management of the business and monitors/ implements all legislative and compliance obligations as required.

    Lisa will be the initial point of contact if you have not worked with us before. She works closely with Anne-Marie throughout early stages to assist with any of your queries and will make you feel as welcomed as possible.

    Lisa is very committed to delivering excellent client service and is always enthusiastically looking for ways to improve how we do things to ensure client service expectations are continually being met. You are welcome to provide feedback at any time.

  • Lisa has the following qualifications:

    • Justice of the Peace (NSW)
    • Diploma of Financial Services – Financial Planning (DFP)
    • ASFA Certificate of Superannuation Management
    • Business Administration Certificate
View my LinkedIn
Your Advice Implementation Specialist

Sylvia Sultmann

  • Sylvia has been working in the Financial Services profession for over 20 years, having extensive experience in senior administration roles and as a Financial Adviser.

    Sylvia acts as a bridge between Anne-Marie and clients to ensure your advice is executed in an efficient and timely manner.

    She takes the time to ensure you understand what is being implemented and why and will endeavour to make this part of the advice process as seamless as possible.

    Sylvia is your best point of contact should you have any queries about your advice and can handle any ongoing queries you may have.

  • Sylvia has the following qualifications:

    • Bachelor of Business (B.Bus)
    • Advanced Diploma of Financial Planning (ADFP)
View my LinkedIn
Receptionist / Administration

Nicole Lewis

  • Nicole has worked in the Financial Services profession with l superannuation funds and other advice firms since 1998.

    Nicole is your first introduction to Huon Financial Planning when you contact us via phone or when you visit the office.

    She provides a broad range of valuable administration support to our overall team. From assisting Sylvia with the implementation of your advice, to talking care of all Centrelink updates and enquiries including working with Anne-Marie to ensure her meetings with you are as productive as can be.

    With her friendly and helpful attitude, you will always be welcomed when you contact our office.

Where Experience Counts

Get in Contact