Making Your Money Work For You

We believe the key to achieving long term financial wealth and security begins with building a strong financial foundation.
Just as the great pyramids of Giza are still standing today after 4,500 years because of their strong foundations when building long term financial wealth and security, a strong foundation is no less important. It is never too late or too early to start to plan for your future.

Lynch Financial Group has been operating since 1986 after being established by Christopher Lynch with many of our clients remaining with us for this entire period. Some clients go back even further with the ‘Lynch Family’ after initially being clients of William ‘Bill’ Lynch, Chris’ father who commenced work as a Life Insurance Agent with MLC Life back in 1979.

Since 1979 the world has changed dramatically and so has our business and we now have a broader knowledge, experience and expertise encompassing all aspects of ‘Financial Planning’ and the educational requirements associated with this.

In 1999 Lynch Financial Group recognised the need to offer our clients an alternative to the Banks by introducing our Mortgage Broking arm which is managed by Anne Quick.

Throughout this time Lynch Financial Group has been focused on providing quality advice that helps you achieve your Lifestyle and Financial Goals.

Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information. The information in this document reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Chris Lynch and Chris Lynch & Associates trading as Lynch Financial Group, Authorised Representatives of GWM Adviser Services Limited, Australian Financial Services Licensee, Registered office at 105 –153 Miller St North Sydney NSW 2060. GWM Adviser Services Limited ABN 96 002 071 749, trading as Garvan Financial Planning an Australian Financial Services Licensee, Registered office at 105 –153 Miller St North Sydney NSW 2060 and a member of the National Australia group of companies.

Our Team

Lynch Financial Group has a dedicated team of individuals who are committed to working hard behind the scenes to help ensure all our clients achieve their financial and life goals, their client driven focus allows Lynch Financial Group to excel at providing financial and investment advice that is best tailored to our individual clients.

Along with Chris many of the staff have over 5 years’ experience  in the ‘Financial Planning/ Finance Industry’ and are either working towards or have obtained their ‘Diploma in Financial Planning’, and they have been hand-picked for not only their expertise, skills and knowledge, but for their absolute commitment to delivering extraordinary service, and going the extra distance.

The Lynch Team

Back row (left to right) – Trish Lynch (Accounts Manager), Dominic Zaccardo (Client Services Officer), Angie Schleter (Trainee Client Services Administrator), Lisa Ilsley (Client Services and Operations Manager)

Middle row (Left to right) – Ashlie Michell (Client Services Officer), Natalie Pearson (Client Services Administrator), Rebecca Davison (Client Services Administrator)

Front row (left to right) – Anne Quick (Mortgage Broker), Chris Lynch (Financial Advisor)

Anne Quick

I commenced Mortgage Broking in July 2000 alongside Financial Planner and owner of the business Chris Lynch within Lynch Financial Group. Chris brought in the Broking business to offer his clients a range of loans and products and diversify the business from Financial planning alone. I now have over 25 years of lending experience having worked in Westpac prior to becoming a Broker. The business model provides a full range of financial services such as home loans, investment loans, commercial and business lending along with leasing and chattel mortgages. We can offer you the best home loan to suit your needs and go through all of your details with our personal one on one approach and follow the process right through to settlement.

e: anne@lynchfingroup.com.au

p: 0409 815 427

Chris Lynch

My journey in the Financial Planning industry started in 1986 and little did I know that 12 months later our industry would face the challenges of the 1987 Stock Market Crash. This event highlighted to me the importance of preparing for the future as no one can predict with any certainty what life will throw up at us. Almost 30 years later here I am still encouraging our clients to look at all aspects of Financial Planning not only Wealth Accumulation but Personal and Family Protection, and over this time I have been fortunate enough to work with many fabulous clients and their families helping them achieve their lifestyle goals and objectives as well as providing much needed peace of mind. Our business continues to grow and this can only happen through our dedication to clients and in turn our clients continued loyalty to our local business employing local people

e: chris@lynchfingroup.com.au

p: 0417 318 442