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At Lawrence Business Management we have recruited some of the most professional and customer focused staff for our financial planning team. All of our staff members are highly qualified and engaged in professional development and continuous development programs to help keep the Lawrence financial planning service at the cutting edge of developments in the industry and best practices; ultimately helping us help you better. Please do not hesitate to contact any of our team members below with any questions or comments that you might have - we're always happy to help.
If you would like any more information on Lawrence Business Managements financial planning services, please call 9433 3288 or click here to contact us.
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Brent Fairhead commenced working at Lawrence in July 1998 and moved into a Financial Planning role in January 1999. He has since built the Financial Planning department into a successful business, with the help of his reliable team. Brent has a Bachelor of Commerce through Murdoch University and completed his Graduate Diploma in Financial Planning through Finsia in 2002. He completed the requirements to become a Certified Financial Planner (CFP) through the Financial Planning Association in 2004 and is an Authorised Representative and Grade 3 Adviser of Count Wealth Accountants. Brent has specialised in the provision of Superannuation and Retirement Planning advice, as well as Wealth Protection and Estate Planning for his clients. He is very experienced in advising on strategies and compliance for Self-Managed Super Funds, which has resulted in significant savings for his clients. The focus of Brent and his team is to assist clients in achieving their financial objectives, with a particular focus on legal tax minimisation strategies. |
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Antonio Raccuia Financial Planner Antonio Raccuia is an Authorised Representative of Count and an employee of Lawrence Business Management. Antonio attained a Bachelor of Commerce degree at the University of Western Australia in 2004 with a triple major in Accounting, Corporate Finance and Money and Banking. Antonio commenced his career in Accounting and Taxation which has provided him with a sound knowledge and understanding of taxation. Antonio successfully completed his Diploma of Financial Services (Financial Planning) in 2007 and proceeded to become an Authorised Representative of Count Financial Ltd. Antonio specialises in giving advice to clients with a focus on superannuation strategies to build wealth, minimise tax and help clients achieve their goals. Antonio also plays a major role in advising clients on their investments, wealth protection and estate planning needs. He has a strong technical knowledge and is focused and committed to making a difference to his client's financial well being. Antonio has two years experience in the provision of financial/accounting advice and two years of experience in the provision of financial planning advice. |
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Adam Bolton Associate Financial Planner Adam has a Bachelor of Commerce in Investment Finance and Marketing and is qualified to give financial advice holding the Graduate Diploma of Financial Planning. He completed the requirements to become a Certified Financial Planner in 2010. Adam has worked in the financial planning industry since 2004, and also previously worked at a major online share trading and managed equities platform service provider. Adam has been advising for the past five years and managed a diversified client base developing knowledge and experience in working with clients to create strategies that matched their risk profile and achieved their financial goals and objectives. Adam has a particular focus in relation to strategic advice, ongoing investment planning and management, wealth accumulation and protection and cash flow management for clients. |
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Simon Johns Senior Financial Planner Simon joined the Lawrence Business Management Team in September 2011 and currently works out of our Fremantle office. Simon has over 12 years' experience in the financial services industry. With an initial background in Accounting and tax, he has a wealth of knowledge to help clients maximise and protect their financial position. Simon specialises in Superannuation advice (including strategies for SMSF's), Investment Portfolio Advice & Review and Wealth Protection. Simon holds a Bachelor of Commerce with a double major in Accounting and Business Law from Curtin University. He has also completed a Diploma in Financial Planning through the Financial Planning Association of Australia and holds a Certificate of Superannuation Management. Simon believes in investing the time to build rapport with clients in order to obtain a complete understanding of their affairs and what's important to them. He follows a consultative approach and aims to listen, add value and communicate with you in plain English, to help you obtain your objectives. |
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Greg Meyers Senior Financial Planner Greg joins Lawrence with 22 years of experience in the financial services industry. His detailed approach ensures that financial solutions are tailored to meet the individual needs of each client. Greg works closely with clients to set meaningful financial and lifestyle goals while assisting clients to achieve them over the long term. Greg is a Certified Financial Planner and has been an authorised representative for 11 years. Greg holds a Bachelor of Business, majoring in Finance along with a post-graduate Diploma of Financial Planning. Recently, Greg was awarded membership to the Top 50 Honour Roll for AFR Smart Investor Masterclass for Financial Planning in 2011 and 2012.
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