Allied Financial Planning

The Allied Team
Welcome
Financial Planning
Finance
Superannuation
Risk Management
The Allied Team
Disclaimer and Privacy Information
Typical P.I.E.S. BlueChip Investment Example
BlueChip Investments
How does P.I.E.S. work?
Investment Example
It takes more than a shooting star to succeed over a long time in business...
 
It takes a team of professionals, who really know their job, know the industry and are focussed on getting for the client, exactly what the client needs.
 
Here is our team:
The Allied Financial Services Group is headed by Merv Lomax, Dip F. S. (FP), who began in the financial services industry in 1988.  Merv is an Authorised Representative of AAA Financial Intelligence.  Since 1988, through Allied Mortgage Corporation, he has provided finance for projects and housing throughout Queensland and Australia in the millions of dollars.  Since the year 2000, he has created the powerful investment program P.I.E.S., Planned Income Enhancement Strategy, to provide simple and effective investing for his clients, while harnessing powerful and advanced investment tools to increase investment returns safely and effectively.  Allied Financial Planning is the vehicle for our financial planning success stories.

Brett Riley co-heads our mortgage and finance division.  Brett has many years experience in the banking and finance sector and has been with us for the last 6 years.  His attention to detail, and terrier like determination ensure that your finance needs are accurately completed on time and on target.  His market knowledge is astounding and the range of service providers he has access to ensures the right service for your situation.

Brett Riley has recently completed his studies to qualify as a Financial Planner - he has been working alongside the financial planning industry for over a decade and this completes his formal qualifications to work across the full range of financial services.

Richard Lomax is following in his father's footsteps.  He displays the same characteristics that have made his father the success that he has become, and within the Allied Financial Planning team, is a powerful conduit for the resources that make your investments what they are.  As the other co-head of the mortgage and finance team, Richard will probably be your first port of call with your finance enquiry.  Working as a team with Brett, they can handle any mortgage finance business you can bring.

Ray Jamieson, Dip F. S. (FP) leads the financial planning team.  He is also an Authorised Representative of AAA Financial Intelligence and has been providing financial services and business consulting since 1988, starting in corporate rescue.  His corporate rescue, business management, finance and consulting experience spans two decades, and includes business and life coaching as well as financial and investment strategies. 

It is reassuring to know that in your dealings with us, you will be accessing at least  two professionals who have been in business in the finance and corporate sector since the last stock market crash in 1987/88.  That sort of experience is immeasurably valuable in the turbulent global economic markets of 2009 and beyond.

Between us, and with the resources we access on behalf of our clients, whatever our clients need is what we strive for.  With the resources of the largest financial services groups on the planet, access to the best and most diverse group of lenders in the country, internal and external financial services expertise immediately available, everything our clients need from a financial services team is ready and waiting.  The team is here, ready, now.

Are you a budding or qualified financial planner or mortgage broker, looking for a new home, in a rapidly expanding team?  Our clients need you, and a desk awaits those showing the requisite enthusiasm and aptitude for this business and industry.

All you need to do is call us, or complete the form below and send it...

BACK TO TOP

 
ALLIED FINANCIAL PLANNING PTY LTD
315029
is a
Corporate Authorised Representative of

AAA Financial Intelligence Ltd

ABN 23 093 616 445  AFSL No. 312478

2/465 Pulteney Street

Adelaide SA 5000

Your Name
Company Name
Best phone contact number
My Address
What would you like to ask?
Please contact me about:
Please email me with regular information updates
  

Allied Financial Planning Pty Ltd
PO Box 973
Broadbeach Qld 4218
Phone: (07) 5592 4423
Fax: (07) 5526 7344