- Financial Planning Association
Lowe Lippmann Trakman Financial Services has origins dating back to 1992 and in 2013 we joined the Hillross Financial Services Limited dealer group, one of the largest and most highly regarded groups of financial advice firms in Australia.
We aim to provide individual and corporate clients with high quality, personalised financial advice and services, covering all aspects of financial planning.
Our belief is that financial planning is an ongoing process in managing all areas of your financial life. Based primarily around your short and long term objectives, it takes into consideration your cashflow, investments, liabilities, tax position, personal risks (such as disability and death) and leaving a legacy. Achievement of your objectives is at the heart of every financial and investment recommendation we make.
Meet our team
Colin, a qualified accountant, has been in the financial services industry since…
Darren, a Certified Financial Planner ª professional , has been in the financial…