The Lighthouse Story
Bernard Schortinghuis commenced in the Financial Planning industry in 1993 after graduating from Curtin University with a degree in Economics and Financial Management. In September 2000 the foundation company to what is now Lighthouse Capital was established after an opportunity emerged to take over a small but well managed business within the Godfrey Pembroke Financial Planning network.
The company has enjoyed considerable success over the years and has also seen the integration of two other practices and the formation of some key business partnerships to form the structure of what Lighthouse Capital is today.
During this journey, Bernard’s wife Julia, after completing her degree in Commerce, was gaining industry experience in a variety of roles including retail banking and stockbroking. In 2000, Julia was promoted into a Vice President Role with the US Investment Bank, Merrill Lynch.
By 2005, the practice had grown to such an extent that the need for a Practice Manager became clear. It was this growth and the impending integration of another practice that prompted Julia to resign from her position with Merrill Lynch and join the group as Financial Adviser and Practice Manager.
In 2011, Lighthouse Capital was nominated for Godfrey Pembroke National Practice of the Year and went on to the win the award for excellence in financial planning and contributions to the financial advisory community.
In 2012, David Benney joined the team as an adviser bringing over 22 years of experience in both local and international investment research and portfolio management expertise. David is now a Principal in the practice and also specialises in Collaborative Law, assisting families through the process of divorce.
In the same year, Lighthouse Capital expanded into Bunbury where an existing Godfrey Pembroke practice was looking for a compatible succession solution. We have worked diligently to incorporate our culture of excellence into that practice and we look forward to seeing that business develop over the years ahead. Director Travis Edwards became director, for what is now known as Lighthouse Capital South West, in 2017.
Ongoing education for all Lighthouse Capital team members is strongly encouraged and supported, combined with an environment that fosters teamwork, service excellence and commitment to high quality customised advice solutions.
In line with this philosophy, Julia was invited to attend Stanford University’s Executive Leadership Course in California in 2013. This program which is held highly in international regard, has been a catalyst for further enhancements being implemented into the practice.
Most recently, Lighthouse Capital has received the 2015/2016 Godfrey Pembroke Premier Practice award and Julia Schortinghuis has received the 2015/2016 Godfrey Pembroke Adviser of the Year.
Over the course of two decades the practice has expanded to a team of 17 dedicated staff, including 5 specialised advisers. The practice continues to thrive on growth coming predominantly through referrals from existing clients and referral partners.