Our Team

 

6465a

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)

 __________________

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.

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.

The 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

“I highly value Chris’ commitment to his clients, particularly his patience in explaining things in simple, easy-to-understand terms and his willingness to answer client queries promptly; especially in regards to ‘worries’ we as clients may have when there are changes to the economy or share market which may potentially impact on our investments.”

“Chris’ professional approach and specialised knowledge helps me to thoroughly understand different financial issues, which then gives me the knowledge required to be able to make a decision that best suits our family’s situation.”

e: chris@lynchfingroup.com.au

p: 0417 318 442

 __________________

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, personal 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.

“After being unsuccessful in our application with my regular financial institution to finance a beachside investment property, referral was made for the services of Anne.  Anne had an excellent understanding of our financial situation, one of us being self employed in farming and contracting.  Anne looked at many options for financing and worked closely with the institution and at all times kept me updated with how she was progressing.  Anne assisted in the successful application of our loan within a two week period.  Thanks Anne for all your assistance, we have recommended your services to others already.”  – Jaynee

“Being our first experience of applying for a loan, we felt a bit out of our depth and were looking for guidance and some trustworthy advice. After talking to banks ourselves, we came out more confused than ever. We needed a rural loan which many banks were not able to offer us. Anne Quick and the team at Lynch Financial Group were recommended to us by friends so we made an appointment. Within half an hour we had explained to Anne our situation and gone through our finances. She had the local knowledge to know which bank had the best rural loan policies and by the end of the appointment we had done all the paperwork for the application. We were approved for the loan and felt so relieved and happy to have had someone like Anne to point us in the right direction. We would recommend her to anyone looking for loan advice.” – Holly and Chris

e: anne@lynchfingroup.com.au

p: 0409 815 427

 

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