We have a long history of providing quality advice and excellent service to our clients. Since 1985, we have assisted many clients in achieving their financial and lifestyle goals.
At McKillop Financial Planning, our financial planner is an authorised representative of GWM Adviser Services Ltd ABN 96 002 071 749 trading as MLC Financial Planning.
Whatever your financial objectives or concerns may be, we can help in providing a solution.
Lucy commenced her career in the insurance industry in the early 1980s, working with her husband as insurance agents.
Lucy graduated from the Life Underwriters Training Course, giving her an insight into the financial plight of families that do not adequately plan for their future. Subsequently, she obtained her Financial Planning Diploma which allowed her to offer holistic financial planning services to clients.
Over the years, Lucy progressively began specialising in the financial problems experienced by women. Lucy had a large following of female business owners and professionals and that following has continued for McKillop Financial Planning and is increasing as those clients’ children and business associates see the benefit of personalised advice.
Being married with 2 children and 5 grandchildren, Lucy values the importance of family and the need for providing a financially secure future for your family. Lucy handed over the reigns of McKillop Financial Planning to her daughter, Fionne McKillop in August 2015.
Financial Planner / Lawyer
Fionne initially commenced her career in 2001 as a lawyer in Sydney’s CBD following her selection in one of Australia’s top law firms’ programs. She then became an Associate with two other national law firms in corporate advisory roles and a senior solicitor/corporate counsel for a NSW State Owned Corporation.
Fionne is a principal in her own law firm, McKillop Legal, and a qualified financial planner. Fionne has an Honours degree in Law and a Commerce degree with a marketing specialisation.
Following the birth of her third child, Fionne completed her Diploma of Financial Services and commenced her role at McKillop Financial Planning. Fionne advises on the need for proper structuring to minimise tax and asset protection, creating and maintaining wealth, planning for retirement, business succession and estate planning issues.
Contact Fionne on (02) 9542 2904 or at email@example.com to arrange an initial confidential discussion about your financial needs.
GWM Adviser Services Ltd is not responsible for the advice and services provided by McKillop Legal. Fionne McKillop is a director of McKillop Legal Pty Ltd and as a result, will receive distributions and/or other benefits from McKillop Legal Pty Ltd.
Why use a
- making a lifestyle change
- reducing your debts and taxes
- improving your household budget
- preparing for a comfortable retirement
- saving or investing for something special
- protecting your wealth and those that are important to you
- buying or renovating a home, paying it off sooner or investing in property
- making the most of your retirement income and any government entitlements.