Financial Planning

Bruce-Birchall1

Bruce Birchall | CEO & Director

 

Bruce joined Lanyon Partners in 2005 with extensive corporate experience spanning 33 years in the financial services industry. He has previously held both State and National management roles with Australian and International financial services businesses.

 

Bruce is passionate about the firm, its clients and people and is responsible for the overall strategic and operational performance of Lanyon Partners.

 

Bruce is a family man who enjoys playing golf and is an avid Hawks supporter.

 

LinkedIn:
Bruce Birchall
Email:

Peter-Walton

Peter Walton | Director

 

Peter has accumulated expertise over several decades in a number of fields such as:

  • Accounting & Taxation
  • Audit
  • Financial Planning

As a Chartered Accountant, Registered Tax Agent, Registered Company Auditor and Associate Financial Planner (FPA), Peter searches for innovative solutions to provide the best outcomes for his clients. This includes consideration of structures, tax planning, compliance with regulatory requirements, asset protection and investment section. This unique combination of skills has provided great benefits to many clients over a long time. And finally … GO PIES!

 

Email:

LinkedIn:
Peter Walton
FSG:
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Employee Representative of Lanyon Partners Private Wealth Pty Ltd. AFSL 228914
ABN 77 085 878 897

Peter-Gray

Peter Gray | Senior Relationship Manager

 

Peter is one of the founding principals of Lanyon Partners having joined in 1987 and continues to be the senior private client adviser for the firm. Peter’s expertise is in assisting individuals with their Superannuation and pension benefits, investments and insurance requirements. Peter is a qualified Accountant – CPA and a Certified Financial Planner – CFP. Peter has been a member of the Financial Planning Association since its inception.

 

Peter’s other interests include spending time at the beach, and with his family, surfing and relaxing over a wine. Also a keen Hawthorn supporter.

 

Email:

LinkedIn:
Peter Gray
FSCG:
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Authorised Representative of Charter Financial Planning Limited. AFSL 234665
ABN 35 002 976 294

Ted-Robson

Ted Robson | Senior Relationship Manager

 

Ted has worked in financial markets since 1978 and has previously worked for Barclays Capital in London and Macquarie Bank and is an Accredited Aged Care Specialist. With a diversified client base Ted specialises in retirement planning, Centrelink strategies and financial advice around Family Court settlements and entry into Aged Care.

 

Ted has a keen interest in golf and keeping fit.

 

Email:

LinkedIn:
Ted Robson

FSG:
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Accredited Aged Care Specialist
Authorised Representative of Lanyon Partners Private Wealth Pty Ltd.
AFSL 228914
ABN 77 085 878 897

Scott-Fisher

Scott Fisher | Senior Relationship Manager

 

Scott has been working with the Lanyon Partners Group since 2006 and provides strategic financial planning advice that is designed to achieve maximum benefits for our clients. These strategies include Retirement Planning, Social Security and Wealth Creation and Protection.

 

Email:

LinkedIn:

Scott Fisher
FSG:

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Employee Representative of Lanyon Partners Private Wealth Pty Ltd.
AFSL 228914
ABN 77 085 878 897

Michael-Peel

Michael Peel | Authorised Representative

 

Michael’s hope is for every Australian to learn and put into practice the three core principles to investing and achieving financial success, and thus avoid becoming financial failures or falling victim to scams.

 

During his 14+ years of providing individually tailored advice, Michael has successfully managed more than $100m in financial assets, and assisted more than 1000 families, retirees, SMSF trustees, and business owners reach their financial goals.

 

Apart from his extensive experience as a licensed Adviser, Michael is a qualified Economist and double Post-Grad in investment disciplines – covering areas including securities law, ethics, investment market operations, superannuation, tax, estate planning, retirement income and risk & portfolio management.

 

Michael enjoys family time and travel adventures, playing volleyball, and just about all culinary delights – particularly Thai food or Chinese dumplings.

 

Email:

LinkedIn:

Michael Peel
FSG:

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Authorised Representative of Lanyon Partners Private Wealth Pty Ltd.
AFSL 228914
ABN 77 085 878 897

Perry-Leenheers

Perry Leenheers | Authorised Representative

 

Perry focuses on Pre and Post Retiree advice with a specialisation in the Centrelink, DVA and Retirement planning segments of the financial services industry.

 

He joined the firm in 1986 and has ensured delivery of high quality holistic advice.

 

He enjoys tennis, golf and football and loves trying out beers from around the world.

Email:

FSCG:

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Authorised Representative of Charter Financial Planning Limited.
AFSL 234665
ABN 35 002 976 294

Herby-Weber

Herbert Weber | Authorised Representative

 

Herby started his career in Zurich with one of the major banks. From early on his focus was on delivering solutions to clients based on their specific needs. Herby’s grounding in “the banking trade”, combined with his financial planning qualification, provides the base for a truly holistic advice model. This includes advice pertaining to investments, structures, estate planning and risk management, superannuation, gearing and meeting lifestyle goals. In his private time Herby enjoys travelling.

 

Email:

FSG:

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Authorised Representative of Lanyon Partners Private Wealth Pty Ltd. AFSL 228914
ABN 77 085 878 897

Peter Allam | Authorised Representative – Sydney

 

Peter has over 30 years’ experience in the insurance and financial planning industry, holding positions with T&G, National Mutual and AXA in administration, marketing, training and business development.

 

Peter has been providing financial advice to clients since 1999 and has completed the Diploma of Financial Planning through Deakin University. He is a certified financial planner (CFP) and a member of the Financial Planning Association. Peter is based in the Southern suburbs of Sydney and provides advice on corporate superannuation as well as assisting individuals with their superannuation and pension benefits, investments and insurance requirements.

 

Peter has an interest in most sports and particularly golf as well as following the St George Rugby League team.

 

Email:

FSCG:

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Authorised Representative of Charter Financial Planning Limited.
AFSL 234665
ABN 35 002 976 294

John Daniel | Authorised Representative – Swan Hill

 

John has been a financial planner since 1989 and is a Director of Insight Financial Planning Pty Ltd in Swan Hill, a Corporate Authorised Representative of Lanyon Partners Private Wealth Pty Ltd.

 

Email:

FSG:

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Insight Financial Planning Pty Ltd – ACN 606 401 272
Corporate Authorised Representative of Lanyon Partners Private Wealth Pty Ltd.
AFSL 228914
ABN 77 085 878 897

Toni Porter | Authorised Representative – Swan Hill

 

Toni started her Financial Planning career in 2015 after spending 13 years in the banking and home finance sector. Toni is a Director of Insight Financial Planning Pty Ltd in Swan Hill, a Corporate Authorised Representative of Lanyon Partners Private Wealth Pty Ltd.

 

Toni enjoys helping individuals achieve maximum results by assisting them with their superannuation savings, pension entitlements, investment and insurance requirements.

 

Away from work Toni enjoys family time especially with her husband and two young children.

 

Email:

FSG:

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Insight Financial Planning Pty Ltd – ACN 606 401 272
Corporate Authorised Representative of Lanyon Partners Private Wealth Pty Ltd.
AFSL 228914
ABN 77 085 878 897

Photo of David Perez

David Perez | Relationship Manager

 

David Perez has a Master of International Finance from Deakin University and specialises in Retirement Planning, Wealth Creation strategies, Investment Management, Superannuation including Self Managed Superannuation Funds (SMSF), Retirement Income Streams, Social Security (Centrelink) and Aged Care planning.

 

David focuses on helping his clients achieve their goals and takes the time to understand what is important to them. He then works with his clients to put a plan in place and makes sure that they stay on track. To David, communicating with clients and business partners has been one of the most enjoyable aspects of being a financial adviser. He enjoys the outcome of knowing that his client’s situation has improved as a result of the work he did with them.

Email:

FSG:

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Employee Representative of Lanyon Partners Private Wealth Pty Ltd.
AFSL 228914
ABN 77 085 878 897

Kathy-Baker

Kathy Baker | Senior Client Service Manager

 

Kathy joined Lanyon Partners in 1997 to head the Administration team of the Financial Services unit and provides quality service to our Financial Planning clients.
With over 35 years experience in the Financial Services Industry, Kathy has always been able to assist clients with their enquiries and provides exceptional support to advisers and staff ensuring clients receive the best possible advice with any problems resolved in a most professional manner.

 

Away from the workplace, Kathy enjoys partying with friends and family and is a great believer that shopping relieves all types of stress.

 

So do call Kathy as she is always happy to assist you.

 

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Comprehensive Financial Planning Advice for Individuals and Businesses

 

For more than 40 years Lanyon Partners has been delivering high quality financial planning and wealth management services to local businesses and individuals. With our head office based in the Melbourne suburb of Camberwell, Lanyon Partners also has several offices located in regional Victoria, as well as an office in Sydney.

 

Our team of expert advisers and financial planners are dedicated to helping you plan and build your financial future successfully so you can enjoy the lifestyle you have always wanted. We work closely with you to:

  • Establish good financial habits
  • Set and achieve your short and long term financial goals
  • Understand the risk involved in investments and how to manage those risks
  • Educate you on new investment opportunities to generate wealth
  • Understand what matters most to you in order to develop a financial plan that helps grow, manage and protect your wealth

 

Expert Financial Planning & Wealth Management Services

 

Adept in providing comprehensive financial advice on a range of matters, Lanyon Partners is one of Melbourne’s leading wealth management firms providing qualified advice on the following:

  • Investment portfolio establishment and maintenance
  • Appropriate investment structures including trusts and companies
  • Superannuation solutions including the establishment and management of your own Self-Managed Superannuation Fund
  • Protection of your estate for your beneficiaries
  • Risk assessment
  • Asset and income protection
  • Business succession and partnership protection
  • Retirement planning and calculators
  • Keyman insurance policies and advice

 

Contact the professional financial planners at Lanyon Partners today to better understand and utilise your financial resources. Whether you opt for a low risk, low return strategy to generate wealth, or prefer a high risk strategy for a potentially higher return, Lanyon Partners can assist and guide you towards the most suitable option for your needs.