Chris Allan

Chris Allan CFP SSA FCPA

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

Contact Info

Phone : 03 9727 6700
Email : chris.allan@fieldgroup.com.au