Financial Planning

Financial Planners

Chris Allan

Director, Certified Financial Planner, Authorised Representative of Lonsdale Financial Group

Biography

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.

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.

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.

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.

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
  • Centrelink Assistance

Tim Hutchison

Managing Director, Financial Planner, Authorised Representative of Lonsdale Financial Group

Biography

For the past 30 years Tim has worked in financial services incorporating senior positions in banking, funds management and financial planning groups.

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

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.

Expertise

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
  • Centrelink Assistance