Meet Our Team
In addition to our own services, our network of like-minded professionals gives you access to a huge reservoir of technical expertise and practical experience in a wide range of areas.
Heinrich Jacobs
Managing Director
Heinrich is the Managing Director of Lightbulb Wealth Management and also serves as Managing Director and Responsible Manager of Lightbulb Financial Management, the holder of an Australian Financial Services License (AFSL). He leads the firm’s strategic vision while ensuring exceptional client service.
Heinrich brings extensive global expertise advising high-net-worth individuals, executives, athletes, business owners, and retirees, delivering tailored solutions in investment management, lending, superannuation, estate planning, and trust structuring.
Before founding Lightbulb, Heinrich held senior leadership roles at ANZ and Suncorp Bank, managing teams across retail, affluent, and institutional banking sectors with a focus on complex wealth and cross-border banking needs.
He holds a Master of Business Administration from Southern Cross University and a Postgraduate Certificate in Management with distinction from the Australian Institute of Management. Heinrich is a licensed Financial Planner AFP® and a member of the Financial Planning Association of Australia. Outside work, he enjoys family time and is a former semi-professional tennis player.
Tony Pereira
Lawyer & Estate Planner
Tony has advised business proprietors, entrepreneurs and private clients for over 25 years, including more than 20 years as a legal firm owner/principal.
His professional career commenced in 1988 while working for a multinational professional services firm in the area of taxation, and subsequently he has worked in a variety of commercial and private client focused roles.
Tony has extensive experience advising private clients about their asset protection, estate administration, wills and estate planning requirements.
Tony holds degrees in commerce and law from the University of Queensland and is admitted to practice as a legal practitioner in the Supreme Court of Queensland and High Court of Australia.
Aaron Crosthwaite
Accountant and Tax Adviser
Aaron has over 8 years’ experience as an accountant specialising in doctors, dentists and other health professionals. In addition, Aaron is a qualified financial planner and lawyer. Aaron has in-depth knowledge of accounting, income tax, GST, and capital gains tax issues and is able to combine this with a broad knowledge of financial planning, business issues, and the law to provide truly 360-degree advice.
Aaron has a Bachelor of Accounting, Juris Doctor (law degree), Diploma of Financial Services (Financial Planning) and is a Certified Practising Accountant (CPA), Chartered Tax Adviser, and Registered Tax Agent.
Wilbert Chhua
IT and Marketing
Wilbert holds dual degrees from Monash University – Commerce and Business Information Systems.
He commenced his professional career in business advisory at a mid-tier accounting and financial planning firm, where he worked successfully for several years.
He is now following his real passion for applying online marketing strategies and innovative technologies in financial services.
The accounting profession’s loss is very much our gain.
Featured articles
Cash in the Bank or Shares on the Market?
Contact Us
We are delighted that you are getting in touch with us. We value open communication and are committed to providing you with the highest level of customer service.