We have built an ethical, client orientated, technically proficient advice team ready to be put to work for you.
For ongoing clients we work on a set, structured, fee for service basis and do not accept commissions for investments, superannuation or insurance.
You pay us, and we work for you.
We are available for face-to-face meetings in Spring Street, Melbourne, but in this post Covid world we have nimbly pivoted to mainly working
from home utilising Microsoft Teams for meetings with all our staff aiming to work four days per week to provide a work life balance.
Ian Crotty
Principal Adviser
Ian founded our practice in 2009 after working as a financial planner and mortgage broker for 18 years. As the Principal Adviser he is passionate about delivering high quality, technically sophisticated, client focused
financial planning advice. The goal with every client is to become their trusted adviser. This means he becomes the person a client goes to first for advice on any financial
matter and implicitly knows the advice we give will be frank, fearless and will have their best interests at heart.
He has dedicated his working life to building a deep and wide knowledge of all and any matters financial, ready to be deployed in the service of our clients.
In his spare time he loves cooking and brewing beer and is a recovering golfaholic. He loves socialising with friends
and travelling but is happiest at home in the Macedon Ranges with his beautiful wife Trudy, and Pixie, their mischievous Airedale terrier.
Stephan Morot
Practice Manager
Stephan is the heart and soul of our practice; he began working with us in 2010 and is now our Practice Manager. He oversees all operations and systems. He has just
finished an MBA to put the icing on the cake of a Graduate Certificate in Law, a Bachelor’s Degree in IT and a Diploma in Financial Planning. There are a lot of letters that follow his name…
He makes sure our practice uses the best available technology and processes to deliver your advice efficiently and effectively. He manages the trading for investing and rebalancing client portfolios and is our best
resource for working out the hardest, curliest, most brain numbing problems we have to solve for clients. Our clients find him unfailingly friendly and helpful, and all with a charming French accent.
In his spare time Stephan builds intricate spreadsheets and enjoys Paradox games.
Julian Carter
Financial Adviser
Julian joined us in early 2021, but not as an unknown quantity. Julian had worked at Personal Financial Services building financial plans and had even shared a pod in the office with Ian and Stephan for some years. So upon learning he was available for a new role, we pounced! Julian started his career in financial planning in 2006 and has worked directly with Personal Financial Services and two other boutique planning practices. He has strong technical and practical knowledge encompassing strategic planning, superannuation advice, investment management, estate planning advice and personal insurance strategies. Julian closely supports Ian with advice preparation and implementation.
In his spare time Julian enjoys adding to his vinyl record collection and can be found most weekends in the MCG barracking for his beloved Magpies.
Jessica Shelley
Executive Assistant
Jess is Ian’s Executive Assistant and our gun admin guru. If you need something done, Jess is your go to person. She helps our clients navigate the myriad of forms needed to put your plans in place and can be found on a
daily basis pushing and prodding fund managers, super funds and insurance companies to get done what you need them to do for you. She manages all our diaries and makes sure everything runs smoothly.
You might hear her two gorgeous girls making too much noise in the background when on a call with you and as a hobby, Jess enjoys checking food labels to make sure
there’s no gluten in their lunch box.
LarkSpur Wealth Pty Ltd is an authorised representative of Personal Financial Services Limited, ABN 26 098 725 145, AFS Licence No. 234459, Level 10, 88 Phillip Street, Sydney NSW 2000. Disclaimer – The information in this website is general in nature and has been provided without taking into account your objectives, financial situation or needs. You should consider whether the information is appropriate for your situation prior to acting upon it. Personal Financial Services respects your privacy. Refer to our Privacy policy and Security policy for more information.