Jeff Lanyon

Regional Financial Planning

Gold
14 Yrs Experience
Berserker, QLD 4701

Hi, and thanks for stopping by my profile.

As a proud Central Queensland local, I am passionate about helping individuals and businesses in our community protect what matters most. My career in financial services began in 2006, and I have been working specifically as a financial planner since 2012. To ensure my clients receive the highest standard of strategic advice, I hold both an Advanced Diploma and a Graduate Diploma in Financial Planning.

I am a dedicated Insurance Specialist—and incredibly proud of it. I don't try to be all things to all people. I am not an investment adviser, retirement expert, or superannuation consultant; my sole focus and expertise lie entirely in providing elite-level personal and business risk protection. I highly value client interaction and work closely with you to unearth your lifestyle and financial goals, designing tailored strategies with your absolute best interests in mind.

A major pillar of my practice is Business Risk Strategy. I work extensively with business owners to ensure that their livelihood, their partners, and their key people are comprehensively protected. Whether it’s structuring buy-sell agreements, key person insurance, or debt protection, I make sure your business can survive and thrive even in the face of adversity.

Beyond putting the right strategies in place, my true value lies in being your advocate when the worst happens. I provide specialist insurance claims advocacy, and to date, I have successfully fought to secure over $7 million in previously declined claims for my clients. Putting a safety net in place is just the start; fighting in your corner to ensure you actually get paid when you are most vulnerable is what I do best.

Outside of the office, I am heavily invested in the growth and success of our region, including serving as a board member for the Central Queensland Capras.

Whether you are a local family looking to secure your future or a business owner wanting iron-clad protection for your commercial interests, I provide the targeted advice and ongoing advocacy you need to achieve genuine peace of mind.

Expertise

  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 2012
  • Years of experience 14
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Regional Financial Planning

69 High St
Berserker, QLD 4701

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Bombora Advice Pty Ltd

AFSL 439065