Financial Planning

Bruce Birchall | CEO

Bruce joined Lanyon Partners in 2005 with extensive corporate experience spanning 32 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 responsible for the overall strategic and operational performance of Lanyon Partners. He is also passionate about having a ‘client centric’ culture within the Group.

On a personal level Bruce is a golf tragic and an optimistic Hawks supporter.

Peter Walton | Director

Peter specialises in both tax / business advisory and financial planning. Peter loves the challenge of combining the most tax-effective superannuation and business structures with great investment portfolios. In his spare time Peter is a happy Magpie supporter and a wannabe golf champion.

Peter Gray | Adviser

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 Robson | Adviser

Ted has worked in financial markets since 1978 and has previously worked for Barclays Capital in London and Macquarie Bank.

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 Fisher | Adviser

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.

Perry Leenheers | Adviser

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

Herbert Weber | Adviser

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.

Gary Voss | Adviser

Gary has been providing financial planning advice to clients since 1984.   He is a Certified Financial Planner and has a Masters in Commerce (Financial Planning).
He is based in Wangaratta, Victoria and provides advice across a wide area of Victoria and Southern New South Wales.
He is a mad keen fly fisherman.

Peter Allam | Adviser

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.

Kathy Baker | Customer 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 type of stress.  
So do call Kathy as she is always happy to assist you.