Our Team

Our Team
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EFFI BOWTELL

DIRECTOR AND SENIOR FINANCIAL PLANNER

KYM VIVIAN

BUSINESS MANAGER / SENIOR FINANCIAL PLANNER

BEN DAVIES

HADEN LACEY

EFFI BOWTELL

DIRECTOR AND SENIOR FINANCIAL PLANNER

Advanced Diploma of Financial Services | SMSF Specialist

Effi established Entire Financial Solutions Pty Ltd by utilizing the skills taken from her extensive experience and working with some of the industry’s best. Her experience with long term relationships with clients has taught her to take the time to understand what’s important to people and has enabled her to see firsthand individuals and business owners creating and implementing successful financial plans. She has built an exceptional team so that our clients feel supported and that their finances are always in the most competent and caring of hands.

Effi has won various awards throughout her career and has been called the Adviser’s Financial Planner by her colleagues due to her depth of industry and technical knowledge.

Effi has developed and applied a personalised, comprehensive and easy to understand advice process, based on each individual client’s situation. She finds clients value the way she makes financial planning and advice engaging, interesting and easier to understand by explaining complex matters and legislation in plain English.

She is passionate about educating her clients to ensure that they understand the options available to them, helping others in developing and articulating their pathways and establishing the numerical value of their goals. This frees her clients to solve the larger concerns in life and allows them to determine what is appropriate and affordable.

Effi believes that ongoing advice and service is critical as it aims to develop ongoing and long term relationships with her clients. She believes that strong relationships are key, as they enable individuals to focus on their passions and strengths with peace of mind that they are on track financially.

Effi has been practicing and working in the Financial Planning industry for over 12 years. She holds a Diploma and Advanced Diploma of Financial Planning, is a member of the Financial Planning Association, member of AFA and SMSF Specialist Association She is tax accredited planner with the Tax Practitioners Board. Effi maintains specialist qualifications, affiliations and relationships to ensure that she maintains and continues to improve her knowledge and qualifications for all areas of personal advice.

Effi is a big believer in not doing things by halves and operates her business as many should with her “clients come first” philosophy. Effi makes it her job to ensure that your situation has been considered in full before making any recommendations.

Her continuous tenacity to improve her knowledge and profession has her embarking on Fellow Chartered Financial Practitioner Designation through the AFA. Effi operates on a philosophy that we can never stop learning and that we can all learn from each other

Effi is dedicated to her fitness, she enjoys the discipline from Mixed Martial Arts, the patience of shooting and thrills of riding her motorbike. Effi loves her family, a love that extends beyond people to her dogs by her side.

The best time to get advice is now, Call Effi today to arrange your complementary 1 hour meeting. Your only investment is your time.

Kym Vivian

Business Manager / Senior Financial Planner

DFP FS (FP), AFA

Kym has 24 years of experience in the provision of financial advice. Kym completed study for the 8 units of the Advanced Diploma of Financial Services (Financial Planning), which he studied with Deakin University and Kaplan Professional. He has a Diploma of Financial Services (Financial Planning), which he achieved on 14 May 2007. He is a current member of the Association of Financial Advisers (AFA).

Kym enjoys working with his clients to achieve their financial goals and understands that everyone’s situation and expectations are different, which is why there is a need for tailored individual and personalised service and solutions to meet and exceed expectations.

Kym is passionate about financial advice and the benefits of planning ahead for a more secure financial future.

Outside of Financial Planning, Kym loves spending time with his wife (Kylie) and three children (Hudson, Callum and Eva). He has been involved in coaching junior Australian Rules Football for the past 10 years since he ceased with his own playing career and thoroughly enjoys watching our future young champions develop into the best possible players that they can. Kym has also been involved in playing and coaching cricket since a very young age.

He also enjoys passing on his own knowledge and experience to his three children and watching them develop their own love and passion for sport and life in general. These days Kym also enjoys keeping fit with regular exercise and loves the beach and anything outdoors.

Kym looks forward to working with new and existing clients on an ongoing basis by building strong relationships around mutual trust.

Ben Davies

Para planner/AR administration support

Ben started working in the financial planning industry 24 years ago. He has an extensive knowledge of the industry as he has worked in many roles. Ben has been a Client Service Officer, Para planner, Adviser and General Manager. He has also worked within an Australian Financial Services Licensee as a National Recruitment Manager and Practice Development Manager.

Ben made the hard decision to leave his role as a Practice Development Manager and take on a role closer to home so he could spend more time with his youngest Daughter, Isabella who is 10 years old. Ben has another older daughter that lives in Melbourne and recently got engaged. He is currently in relationship with his partner Libby.

When Ben isn’t spending time with his partner or daughters you can find him cycling or running along the coast or surfing and hanging out at the beach with his mates. Ben is a passionate Brisbane Lions supporter and also enjoys watching cricket when he gets the chance.

Haden Lacey

Financial Planner

Haden has 5 years of experience working in financial advice.

Haden attained his Bachelor of Commence (Accounting and Financial Planning) from Griffith University on 9th December 2013 as well as his Certificate IV in Finance and Mortgage Broking from Kaplan on 30th of December 2017. Haden successfully completed and graduated with his Masters of Financial Planning in January 2022 from Griffith University. He is a member of the Financial Planning Association of Australia.