This section provides helpful links to various forms, brochures, self-use calculators, a budget planner as well as the Understanding Attachment Series.
Anne Quick, our Mortgage Broker, compliments our Financial Planning Business. Anne operates this as an independent business. Anne has the experience to guarantee the transition to home ownership runs as smoothly as possible, and of course ensure you are getting the best loan for your circumstances at the most competitive rate.
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.
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)
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.
p: 0409 815 427
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
p: 0417 318 442