Peter has accumulated expertise over several decades in a number of fields such as:
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!
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.
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.
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.
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.
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.
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.
Authorised Representative of Lanyon Partners Private Wealth Pty Ltd. AFSL 228914
ABN 77 085 878 897
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.
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.
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.
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.
Employee Representative of Lanyon Partners Private Wealth Pty Ltd.
ABN 77 085 878 897
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.