Our Team

Chris Allan CFP SSA FCPA Certified Financial Planner and Director

I have considerable financial services experience,having commenced employment with Dobrigh & Winterbottom (now The Field Group) in its Accounting division in 1981, and became a partner in 1987.

I have spent a number of years concentrating on taxation, superannuation and business advisory services and started up the financial planning division of The Field Group in 1999.

Expertise

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

Areas where I can assist you

I have particular specialist knowledge and experience in the following fields:

• Self managed Superannuation Funds
• Superannuation and Retirement Planning
• Building your Wealth
• Maximising Retirement Income
• Salary Packaging
• Investment Selection
• Redundancy and Retrenchment
• Debt Management
• Estate Planning
• Social Security Assistance
• Small Business Assistance

Tim Hutchison ADFS (FP) Financial Planner

For the past 26 years I have worked in financial services incorporating senior positions in banking, funds management and financial planning groups.

Expertise

I have attained the qualifications of a Diploma of Financial Services and an Advanced Diploma of Financial Services specialising in Financial Planning.

Areas where I can assist you

I have particular specialist knowledge and experience in the following fields:

• Self managed Superannuation Funds
• Superannuation and Retirement Planning
• Building your Wealth
• Maximising Retirement Income
• Income Insurance
• Life Insurance
• Salary Packaging
• Investment Selection
• Redundancy and Retrenchment
• Debt Management
• Estate Planning
• Social Security Assistance
• Small Business Assistance

Dianne Allan ADFS (FP) Practice Manager

Over the past 25 years I have gained experience in a variety of positions working in the financial services industry. My background was predominately in public accounting before moving into financial planning.

Expertise

I have attained the qualifications of a Diploma of Financial Services and an Advanced Diploma of Financial Services specialising in Financial Planning.

Areas of Responsibility

I have particular specialist knowledge and experience in the following fields:

• Ensuring all work carried out is compliant with ASIC regulations
• Overseeing that all client actions are acted on promptly
• To make certain that we only provide advice for products approved by our Licensee