Lords Financial

Lords Financial
Lords Financial
Financial Services-WOREE, QLD
Financial Services-Woree, QLD
We are also involved in the community through the AMP Foundation, our community fundraising program. Through our efforts, over the past 6 years, AMP has distributed over $50,000 to various ..
Woree Plaza Business Centre 12-20 Toogood Rd, Woree, Qld, 4868.
Woree Plaza Business Centre 12-20 Toogood Rd, Wore..
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We are also involved in the community through the AMP Foundation, our community fundraising program. Through our efforts, over the past 6 years, AMP has distributed over $50,000 to various Cairns charities such as Harold's House, Relay for Life, Cairns Hospital Foundation etc.
I've been a financial planner since October 1977. I thoroughly enjoy the challenge of seeing people achieve financial success.

My wife Jill and I have lived in Cairns since 1973. We have 3 children, our older son Sean is married and is currently traveling throughout US & UK. Our daughter Danielle is also married and lives in Cairns. Our younger son Adrian lives in Cairns.

I am a past president of the Cairns Mulgrave Rotary Club and past president of the Far North Queensland cricket umpires association.

We are also involved in the community through the AMP Foundation, our community fundraising program.  Through our efforts, over the past 6 years, AMP has distributed over $50,000 to various Cairns charities such as Harold's House, Relay for Life, Cairns Hospital Foundation etc. 

I was a community nominee for the Olympic Torch relay and lit the Olympic Cauldron in Cairns.

Advice we specialise in
Retirement planning
Financial planning
Small business advice
Investment planning
Superannuation
Estate planning

Qualifications
Fellow of the Australian Financial Advisors Association

Experience
AMP Financial Planner since 1977
Member of the Financial Advisors Association
Commisioner of Declarations
Founding Member of Cairns Mulgrave Rotary Club since 1984, I am a Paul Harris Fellow and Past President of the club.

Office staff
Assisting me in my offices are:
JILL, our General Insurance Manager is an accredited General Insurance Specialist for both our Cairns and Atherton offices. Jill manages the day-to-day running of both offices and the supervision of our staff.
LEONIE, my Personal Assistant assists me with plan preparation and the complex computer work associated with financial planning.
NIKKI is our Domestic Insurance Manager and Authorised Representative of AMP General & AFM Insurance Brokers. Nikki will be happy to assist you in relation to any commercial insurance needs together with House, Contents and/or Motor Vehicle Insurance needs.
MIRANDA, comes to us with 18 months previous experience in the insurance industry. She has completed the process of product training as is now an authorised representitive with AMP GI Distribution. Miranda is also an authorised representative of AFM Insurance Brokers and is well qualified to assist you with any queries you may have in regard to commercial & domestic insurance including motor vehicle.
KYLIE, has re-joined us after a brief stay overseas. Kylie has also completed her product training and as an authorised representative of AMP GI Distribution is also studying to complete her training and to become an authorised representative of the brokerage.
SHERYL, our General Insurance Consultant in Atherton is an Authorised Representative and is fully accredited to be able assist you with your Domestic Insurance & Motor Vehicle needs.
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