Client Service Officer

Lauren Exelby

Lauren 2025 headshot

I’m a firm believer in Carol Dweck’s Growth Mindset theory. For me, there’s always room to improve and become the best version of myself.

Working in such a rewarding environment inspires me daily, reinforcing my drive to make a meaningful difference in the lives of all those I have the pleasure of coming across.

I can be incredibly methodical, but equally love being creative. I’m like a real-life Hannah Montana (you get the best of both worlds).

That’s what had me fall in love with Financial Planning: the perfect blend of numbers and compliance, with the creativity of building a strategy. But what really takes the cake is the difference you can make to a person’s life, just by doing your job.

Outside of work, I dabble with instruments (trumpet, piano, and guitar to name a few), and my camera roll is filled with screenshots of clothes I plan to recreate with my amateur sewing skills (I’m not quite ready to take any commissions yet!). I’m just about to finish my Bachelor of Business, which will give me much more time to spend with my young family, exploring the sunny Sunshine Coast.

Principal

Tim van Doore

Financial Adviser

Lachlan Money

Nick Tenuta Financial Adviser Stream Financial
Financial Adviser

Nick Tenuta

Head of Operations

Mish While

Janis
Insurance and Claims Manager

Janis Glassop

Advisor Support

Michelle McKenzie

Nikki Middleton
Client Service Officer/Risk Paraplanning

Nikki Middleton

Client Service Officer

Mel Greenaway

Client Service Officer

Lauren Exelby

Administrator

Candice van Doore

Administrator

Jarrod Hall

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