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Rachel describes herself as passionate about helping people make empowered decisions on retirement living and aged care and believes her interest developed from the close relationship she had with her Grandmother — affectionately known as “Ducky” and the source of many stories — when she was growing up.

She has co-authored a number of books with finance expert Noel Whittaker, including the best-sellers Aged Care, Who Cares? and Downsizing Made Simple. In 2021, with her desire to help people overcome the financial confusion associated with downsizing to a retirement community, she developed the Village Guru software.

Rachel has specialised in retirement living and aged care for more than 15 years and holds a Masters in Financial Planning which included a thesis on the financial drivers of consumers and operators in aged care. 

Marilyn is an experienced professional with over twenty years’ experience in real estate, property development and the retirement living industry. Marilyn has worked with some of Brisbane’s largest property developers, assisting them with marketing and sales strategies to sell off the plan residential apartments.

During her time at Aveo, Marilyn has worked across both Marketing and Sales, and has most recently held the role of National Sales Innovation Manager which included a Project Executive role for the development of Aveo’s range of contract options. Marilyn holds a Bachelor of Arts, a Graduate Diploma of Management and is a Licensed Real Estate Agent across multiple states

James Dimond is a Practice Leader with Moores and heads up the firm’s elder financial abuse and VCAT Guardianship Disputes Team as well as maintaining a focus on estate, trust and superannuation disputes and the administration of deceased estates. James is recognised as an Accredited Specialist in Wills and Estates by the Law Institute of Victoria and a full member of the Society of Trusts and Estates Practitioners (STEP).

Felipe is Generation Life’s Executive Director and General Manager of Distribution, Marketing & Operations. He joined the Group in October 2017 as Head of National Key Accounts and in January 2019 was appointed General Manager of Distribution. Felipe joined the Group from the Westpac Bank where he held several leadership and national strategy positions, most recently as Director of the Westpac Premium Victoria team, responsible for the first acquisition focused team. He has over 12 years’ experience in financial services across Australia and Brazil. Previously, Felipe held key positions at Accenture Group, Investments XP based in Brazil and a Director role at the Australia Brazil Chamber of Commerce. Felipe holds a Bachelor of Economics and Finance.

Laura Salsbury has extensive experience in the areas of Aged Care, Centrelink and Retirement Income Streams having spent many years at Challenger as a Senior BDM and the ‘go to’ for the more technical case studies and presentations. She has also run her own aged care business and helped many retirees with maximising Centrelink outcomes. In the UK she worked in the Guaranteed Investment Bond and Variable Annuity space for many years as well as starting her career as a financial planner for the Royal Bank of Scotland in London. Laura holds a BA (honours) in Business, Advanced Diploma in Financial Planning and Cert IV in Practice Management.

Paul is Chief Executive Officer at the Care Connect, one of Australia’s largest independent, specialist homecare providers. Care Connect delivers aged care, transitional care and Care Finder services into the homes of nearly 14,000 Australians each year. With 20 years’ international experience in private health and homecare, Paul has a strong record in building leading health services. With the ongoing developments in aged and in-home services, Paul and his team are focused on reinforcing the organisation’s role as Australia’s longest standing  Independent Advisor and Service Connector, supporting people to live their life their way. Paul also holds a Bachelor of Engineering, Masters of Management, and is a Graduate of the Australian Institute of Company Directors.

Shaun is a Director of Aged Care Financial Planning and Retirement Village Financial Advice.

Shaun has worked within the financial services industry from private practice to banks, specialising in retirement planning and aged care advice in particular. He uses technology and automation processes to drive client engagement and practice efficiency in Aged Care advice. Shaun regularly provides training and education on Aged Care, Centrelink and Retirement Matters and is a committee member from the Association of Age Service Professionals.

He holds a Bachelor of Commerce (Finance & Economics) from Monash University, and is an FPA Accredited Aged Care Professional, Aged Care Guru, and Certified Financial Planner.

Brad began his 20-year career in financial services with Colonial Mutual, where he worked across a variety of roles including loans management and financial planning. The experience he gathered during this role and his early career in general led Brad to establish the LifePath brand alongside Trent Allen and Gerard Lillis, whom he has worked with for more than 15 years. As a certified financial planner with a Diploma of Financial Planning under his belt, Brad understands the complexity that financial matters can cause and enjoys walking the life path with his clients, advising them as their situations evolve.

Julie has been in financial planning since 1995 and aged care was the natural progression given the aging client base and her natural affinity with the aged.
Julie started her working life as a nurse, where she worked with both geriatric and paediatric patients, and then as a nurse educator. After a stint of working on her parent’s dive boats, she then moved on to the financial sector, first, at Advance Bank, during which time she completed her Dip FP with Deakin University, and then at Whittaker Macnaught. When assisting a client to move into aged care, she found it enormously challenging as there was limited aged care information available. Fortunately, she attended an estate planning seminar where Rachel Lane was presenting, and this sparked Julie’s interest in studying more on aged care. The rest they say is history, and Julie derives much satisfaction by making both the financial and emotional process easier for her clients when the time comes to move to aged care.

Jessica Kinnear is an experienced retirement village lawyer, who has worked for both operators including being Legal Counsel for Lendlease for many years, and more recently consumers, setting up her own legal practice in 2022, Village Advisors, dedicated to helping residents and prospective residents of retirement villages. She is also Founder and Managing Director of CompareVillages.com.au a website which compares retirement villages’ lifestyle features as well as their fees. 

Dr Jenny Fagg has over 25 years of executive experience across leading financial services institutions in Australia and overseas.

Dr Fagg was the chief risk officer of AMP, driving a critical transformation agenda for risk culture and systems following the Hayne Royal Commission. She was also recognised for her leadership capability and turnaround credentials fostered during her time at CIBC in Canada, and as chief executive of ANZ Bank in New Zealand. She is also co-founder of 2Be.

Dr Fagg has a PhD in Management (Risk) from University of Sydney’s Graduate School of Business and Bachelor of Economics (Honours in Psychology) from the University of Queensland.