Carl joined the financial services profession in 2004 and has gained lots of valuable experience working with his clients over those years. He is a Chartered Financial Planner, a Fellow of the Personal Finance Society and has a huge passion for helping people. Carl is Devon born and bred and when he is not in front of his clients, he is normally spending time with his family on a beach somewhere in Devon or Cornwall. He is married with two young children and two lively French Bulldogs.
The Team
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Carl Lavis FPFS, Certs CII (MP&ER)
Director & Chartered Financial Planner
Naomi Lavis DipPFS, Certs CII (MP & ER)
Paraplanner
Naomi entered the finance industry in 2019 and has since completed her diploma. With over 10 years of experience in administration, including office management and client relations, Naomi has consistently prioritised delivering exceptional customer service to our clients.
At Malama Wealth, she manages office procedures and policies, uses her organisational skills to ensure smooth operations in a busy work environment and provides a high level of support to Carl and our clients.
Naomi was born and raised in Devon and outside of work, she enjoys exploring the beautiful coastline with her husband or travelling to new destinations.
Daniel Cullen FPFS
Chartered Financial Planner
Dan embarked on his career in the financial services profession in 2019 and has since earned the title of Fellow of the Personal Finance Society after completing the Advanced Diploma in Financial Planning. He has an enthusiasm for solving complex problems and a real satisfaction for helping people reach their goals. In his free time, Dan enjoys exploring the world beyond the office. He values cultivating strong relationships and is a passionate advocate for maintaining an active lifestyle through sports and fitness.
Kimberley Lavis
Director & Administrator
As a director of Malama Wealth, Kimberley plays a supportive role, offering strategic oversight while focusing on family and personal pursuits outside the business. Her contributions reinforce our commitment to a client-centred approach with a strong foundation in family values.
Outside of Malama Wealth, Kimberley enjoys life as a family person. She and Carl share a busy life together raising their two young children and caring for their beloved dogs, reflecting the same sense of care and responsibility that Malama Wealth is built upon.