Financial Planners

Chris Allan
Chris Allan CFP SSA FCPA
Director, Certified Financial Planner, Authorised Representative of Lonsdale

Chris has considerable financial services experience. He commenced employment with Dobrigh & Winterbottom (now The Field Group) in its Accounting division in 1981, and became a partner in 1987.
He spent a number of years concentrating on taxation, superannuation and business advisory services and started the financial planning division of The Field Group in 1999.

Expertise
Chris is a Certified Financial Planner, which marks the highest professional certification that can be awarded to a financial planner. He has been accredited as a Self Managed Super Fund Specialist Advisor. He is also a Fellow of the Association of Certified Practising Accountants and holds a Bachelor of Economics at Monash University.

Areas where Chris can assist you

Chris has particular specialist knowledge and experience in the following fields:

  • Self managed Superannuation Funds
  • Superannuation and Retirement Planning
  • Building your Wealth
  • Maximising Retirement Income
  • Investment Selection
  • Redundancy and Retrenchment
  • Estate Planning
  • Social Security Assistance

We are a ‘Referral Only’ business.

We gain our referrals from our existing clients and from Accounting and Legal professionals with whom we have an established and trusted association with.

Tim Hutchison
Tim Hutchison ADFS (FP)
Managing Director, Financial Planner, Authorised Representative of Lonsdale

For the past 28 years Tim has worked in financial services incorporating senior positions in banking, funds management and financial planning groups.

Expertise

Tim has attained the qualifications of a Diploma of Financial Services and an Advanced Diploma of Financial Services specialising in Financial Planning.

Areas where Tim can assist you

Tim has particular specialist knowledge and experience in the following fields:

  • Self managed Superannuation Funds
  • Superannuation and Retirement Planning
  • Building your Wealth
  • Maximising Retirement Income
  • Investment Selection
  • Redundancy and Retrenchment
  • Estate Planning
  • Social Security Assistance

We are a ‘Referral Only’ business.

We gain our referrals from our existing clients and from Accounting and Legal professionals with whom we have an established and trusted association with.