Meet Our Experienced Financial Advice Team

Managing Director | Head of Advice
B.Bus. FinPlan

Authorised Rep No. 344354

Founding Diamond Partners in 2014, Bridget sought to break the glass ceiling as a well-regarded and female led advice practice in the Australian financial advice sector. Building a qualified and experienced team with an unwavering commitment to quality, sustainability and professional long-term relationships has been a goal truly realised over the last 9 years. Goals focused service and effective communication where clients can relate, and depend upon, has been Bridget’s flare within her field.

Described as passionate, loyal and caring, Bridget, who enjoys order and organisation, is who you want on your team when it comes to meticulous financial planning.

Renowned for her work with high-net-wealth positions, Bridget manages complex, larger-scale, and sensitive financial plans while also providing strategic leadership to the whole team to ensure every client’s success.

Bridget loves cooking and hosting family and close friends. On the weekend you’ll most likely find her enjoying time at home or at a local beach or coffee shop. Her goal is to begin travelling and complete her master plans at her local property

Partner | Senior Financial Adviser
B.Com. FinPlan

Authorised Rep No. 1003172

For Kaine, great financial advice is measured by one simple outcome: clients leave every meeting with complete clarity and confidence.

Financial decisions are often some of the most significant people will make, yet too many are left feeling overwhelmed by complexity or unsure of the path ahead. Kaine believes advice should do the opposite. His role is to simplify the complex, provide clear direction and ensure every recommendation is understood, not just accepted.

As a Partner at Diamond Partners, Kaine works closely with successful individuals, families and business owners, helping them make informed decisions around wealth creation, retirement planning, investments, superannuation, wealth preservation and intergenerational wealth. His approach is built on long-term relationships, practical strategies and open, genuine conversations that give clients confidence in every stage of their financial journey.

Before joining Diamond Partners in early 2020, Kaine spent more than five years with NAB Financial Planning, building a strong technical foundation and advising clients through a broad range of financial circumstances. Today, with more than a decade of experience, he combines that expertise with a relationship-first approach focused on delivering advice that is thoughtful, transparent and tailored to each client's goals.

Clients often comment on Kaine's ability to explain complex financial strategies in plain English. He believes the best advice isn't about using more technical language. It's about ensuring clients understand the "why" behind every recommendation, empowering them to make decisions with certainty and confidence through coordinated financial advice that supports their long-term goals.

Away from the office, Kaine enjoys playing football (soccer) for Caloundra Football Club, finding a great coffee and making the most of the Sunshine Coast lifestyle.

Partner | Head of Operations
Dip.FinPlan

With a great love of the sea and the sunshine, Emma relocated from Toowoomba and chose the Sunshine Coast to advance her career. She brings great passion and motivation to the Diamond Partners team which sees the business grow with purpose and pride.

Emma is driven to help more people be financially prepared to reduce stress when the unexpected happens, while also positively impacting on day to day life.

She is deeply passionate about making sustainable choices both in her personal life and within our business practices. From reducing waste and conserving resources, to creating efficiencies in order to support our firm value of 'work life balance'.

Emma loves being outside her garden and spending time with her husband and their two dogs.

Financial Adviser B.Bus. Acc/FinPlan

With more than 20 years of experience in financial planning, Brooke brings a wealth of industry knowledge and a genuine passion for helping clients feel confident about their financial future. Having worked across a broad range of advice roles, including almost eight years with RI Advice and previously within ANZ's Financial Planning division, she has built a reputation for thoughtful advice, exceptional client service and lasting relationships.

Having first worked alongside Diamond Partners' Managing Director, Bridget MacKenzie, more than a decade ago, Brooke has watched Bridget build the highly respected advice practice it is today. After joining Diamond Partners as a Client Advice Associate, Brooke is excited to now step into a Financial Adviser role, continuing to deliver the personalised, long-term advice and trusted relationships the firm is known for.

Known for her attention to detail and caring approach, Brooke believes great financial advice starts with understanding the person behind the numbers. She enjoys building lasting relationships and helping clients create the financial freedom to enjoy life's experiences. As someone who loves to travel, Brooke understands that financial goals are sometimes about more than growing wealth, they can be about creating opportunities to experience new places and make lasting memories with family and friends.

Outside of work, Brooke enjoys spending time with her husband and two daughters, travelling whenever she can with an ever-growing bucket list of dream destinations, watching a good movie or true crime documentary, and planning projects around the home.

Investment Consultant

Aaron Lewis is a seasoned Investment Consultant with more than 15 years of experience in the investment industry. As Partner and Head of Equities, Aaron plays a critical role in managing and advising the Diamond Partners self-branded SMAs (Separately Managed Accounts), in partnership with Quilla Consulting, a leading investment research house. These SMAs are designed to outperform the market by delivering tailored, high-performance investment strategies.

Before joining Quilla Consulting, Aaron spent over a decade as a Senior Investment Analyst in Macquarie Bank’s prestigious Private Bank division. In this capacity, he was instrumental in conducting in-depth fund manager research, consulting for both institutional and private wealth clients, and designing bespoke investment portfolios. His expertise in investment strategy and portfolio construction enabled him to deliver exceptional returns through highly personalised solutions.

Investment Consultant

Michele Santangelo is a highly accomplished investment professional with over 17 years of experience in investment research, strategy, and management. As an Investment Consultant, Michele partners with Aaron and Quilla Consulting to advise and manage the Diamond Partners self-branded SMAs (Separately Managed Accounts). 

Throughout his career, Michele has held prominent roles, including Senior Portfolio Manager at Independent Securities, a respected fund manager headquartered in South Africa. His previous positions also include Partner at Empyrean Fund and Chief Investment Officer at Vunani Wealth and Investments, where his in-depth knowledge and strategic insights helped clients across various sectors achieve outstanding investment outcomes.

Client Service Manager
Dip.Bus.

Incredibly organised and beautifully empathetic, Melanie is committed to ensuring every client has an exceptional experience with Diamond Partners. She understands the importance of a solid financial structure and plans to reach your goals, whether they be financial or lifestyle.

For Melanie, the ideal lifestyle is enjoying the work-life balance that Diamond Partners affords and sees her enjoy exercising in the outdoors with her young family, heading out for a good coffee and enjoying the stunning beaches and waterways.

Client Services Manager B.Bus FinPlan

Starting her career in finance in 2009, Jo brings more than eighteen years of industry experience to Diamond Partners. Beginning in banking services, she built a strong foundation in client support before moving into a supporting role in financial planning, where she has spent recent years providing high-level administrative and client care support.

Joining Diamond Partners in 2026 as Customer Service Manager, Jo is passionate about delivering a seamless and supportive client experience. She combines her extensive industry knowledge with a genuine commitment to helping clients feel informed, confident and cared for throughout their financial journey.

Known for her kindness and empathy, Jo is highly regarded for her exceptional customer service. She has a sharp eye for detail and is both organised and dependable, ensuring every interaction is handled with professionalism and care.

Outside of work, Jo loves to spend time with her family and friends, and outdoors in our beautiful Sunshine Coast.

Client Liaison Officer

Maree believes that when you start to manage your finances, you then have more understanding of how you’re spending your money. This along with a good budget will help you increase your savings and assist you in living the life of your dreams.

In her spare time you can find Maree spending time with her family and having a good cup of coffee at the local cafe! She is passionate about delivering a high-quality experience to all of our clients and we hope you’ll enjoy interacting with her.