Jeff Lanyon

Regional Financial Planning

Silver
10 Yrs Experience
Berserker, QLD 4701
Hi, thanks for stopping by to check me out!  I'm a passionate CQ local with over 14 years of Financial Services experience. I hold an Advanced Diploma of Financial Planning and am currently studying towards a Graduate Diploma in the same field. I love client interaction and relationships built within the advice process. I work with clients to understand and unearth their lifestyle & financial goals. With your Best Interests in mind, I  provide financial strategies tailored to achieve your desired goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 4
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualifications
    • Advanced Diploma of Financial Planning
    • Diploma of Financial Planning
  • Language spoken
    • English

Regional Financial Planning

69 High St
Berserker, QLD 4701

Opening hours

  • 8:00am – 6:00pm Monday, Wednesday, Friday
  • 8:00am – 7:00pm Tuesday, Thursday

Licensed by

Bombora Advice Pty Ltd

AFSL 439065

4.90
4 Reviews
5
4
3
2
1
5.00
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

Sort by

5.00

"Jeff was extremely helpful in helping me understand my super and investments and explained everything in detail to ensure i understood and re explained if i didnt get it the first time ,i 100% recommend jeff to all those that want someone to be on your side whilst securing a great financial future!!! Mark"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have been receiving professional advice from Jeffrey for a number of yrs now. I am extremely happy with the way Jeffrey takes the time to explain things in a way I can understand. He has demonstrated the ability and knowledge of someone far exceeding his yrs. Jeffrey does not rest on his laurels, I believe he keeps up with current trends in the market place. I feel very confident and safe having Jeffrey as my Adviser."

  • Superannuation
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jeffrey provided me with easy to understand, sound advice and helped me set up insurance to protect my future. When it came to making a claim, Jeffrey’s assistance ensured the process was surprisingly straight forward."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I feel very confident in Jeff’s experience and knowledge to provide advice that is right for me. Jeff is able to provide advice in a manner that is clear and easy to understand."

  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

ASIC RG146 (Managed Investments, Securities and Margin Lending)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2002

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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