Empowered. Individualised. Measurable.
About AustraliaWide Financial Planning
Meet our Team
David Livshiz
Senior Financial Adviser
I am David a Senior Financial Adviser at Australia Wide FinancialPlanning and have been for 2.5 years.
Education and Experience
- Experience: 8-years
- Bachelor of Science (Monash University): Mathematical Statistics, Applied Mathematics & Microeconomics.
- Master of Teaching (Melbourne University): Secondary Education.
- Graduate Certificate in Financial Planning (Kaplan Professional)
- SMSF Specialist (University of Adelaide).
Outside of Work
I like spending time with family, trying new restaurants, going to the Theatre, Running & Playing Chess.
What my clients say
James, Google Review:
We have just started working with David and his team at Australia wide Financial Planning and have found them to be outstanding. Every step of the way they have been very clear and thorough in setting up our SMSF. There is no way we could have achieved what we have without their help, and we look forward to continuing working with them.
Michael, Google Review:
David has been an exceptional financial planner for us. His expertise and personalised approach have made a significant difference in our financial planning of a SMSF. He provides clear, actionable advice. We highly recommend David to anyone looking for a knowledgeable and trustworthy financial adviser. We are looking forward to financial success through Aus Wide and David.
Macleod Seyman
Senior Financial Adviser
I am Macleod Seyman, a Senior Financial Adviser with Australia Wide FP. I have over 8 years’ experience within the financial advice industry.
I enjoy working with clients to shape their financial future. A self-confessed SMSF nerd, I share my expertise to maximise the potential for clients to control their outcomes and achieve financial piece of mind.
Education and Experience
My qualifications include an Advanced Diploma of Financial Planning, a Bachelor of Business (Economics & Finance) and a Masters in Professional Accounting. I am also a SMSF Specialist Adviser, accredited through the SMSF Association.
Outside of Work
In my personal life I am a passionate Green Bay Packers fan!!
James Robinson
Senior Financial Adviser
I am James a Senior Financial Adviser, with Australia Wide Financial Planning since August 2021, 3.5 years.
Education and Experience
I have been working within the accounting/financial planning industry for 12 years across multiple roles in Accounting, Business Advisery & Financial Planning. In that time, I have completed a Bachelor of Business Management (Accounting Major), Graduate Certificate in Financial Planning and earned the Self-Managed Specialist AAdviser (SSA) designation from the SMSF Association.
A great advantage clients have working with myself as their adviser comes from my range of experience. I have strong knowledge in Personal, Business & SMSF taxation alongside my knowledge in investments & products, which allows me to navigate the financial landscape to create plans that work best for their situation.
Outside of Work
Outside of work I can usually be found, playing video games, spending time with my wife, lounging around with my greyhound or at the footy watching the pies!
What my clients say
If you asked my clients what they would say about me, it would that I am very much an “everyday persons adviser”. I take the time to ensure that clients understand the advice/plan that is being given, ensure they understand the short requirements while understanding the long term changes these plans will have. While keeping the plans simple and flexible so clients are not overwhelmed, when changes occur in life we can pivot and they can reach the long term goals we set out.
Felicity Yang
Financial Adviser
I am felicity a Financial Adviser at Australia Wide and have been for just under a year.
I have nearly a decade of experience in the financial advice industry, I have developed a broad expertise in wealth management, wholesale equity fund management, and personal financial advice.
I am passionate about understanding my clients on a deeper level, providing tailored strategies that give them both peace of mind and a clear path to achieving their financial and lifestyle goals. Alongside this I am committed to building long-lasting relationships with clients, offering the guidance and support needed to navigate complex financial decisions.
Education and Experience
- Bachelor of Commerce (Economics and Finance), University of Melbourne
- Graduate Diploma of Financial Planning
Outside of Work
When I am not assisting client, my hobbies include crocheting and ceramics. I am also a big musical theatre fan and love yoga and running.
Deven Costigan
Associate Adviser
I am Deven an Associate Adviser with Australia Wide Financial Planning. I have been with the company since the start of 2023 and in the industry since 2020.
I am currently undertaking professional year studies to become a fully-fledged Financial Adviser.
Education and Experience
- Bachelor’s degree in Business (Banking & Finance)
- Post Graduate studies in Financial Planning
- A member of the SMSF Association/li>
Outside of Work
On a personal level, I enjoy going back to my family farm and spending time with the family, playing golf and attending sporting events.
Martin Muhriz
Provisional Financial Adviser
I am Martin a Provisional Financial Adviser at AWFP and have been for 2 years.
I believe in the power of financial education and love helping clients navigate the complexities of their financial lives. Too often, key aspects of personal finance are overlooked, and I strive to bridge the gap by providing clear, accessible guidance tailored to each individual’s needs.
What excites me about my work is not just helping clients achieve their financial goals, but empowering them with the knowledge to make confident, informed decisions for their future.
Education and Experience
I hold a double bachelor’s degree in business, specializing in Financial Planning and Accountancy, from RMIT University.
I am a passionate financial professional with over 7 years of experience in the financial services industry. Over the years, I’ve had the privilege of working across a range of areas, including Accounting, Mortgage Broking, Financial Advice, and assisting private high net-worth individuals through Macquarie’s Banking and Financial services division.
Outside of Work
When I’m not working, you’ll find me enjoying quality time with my family. As the youngest of four boys, family is everything to me, and I value those moments of connection and support.
