Financial Advisory
Lawler Financial Services was established in Newcastle in 1997. The Tamworth office is a joint venture between Lawler Financial Services and Lawler Warburtons.
The licence for Lawler Financial Services is provided by Securitor Group Ltd, which is a subsidiary of Westpac. The licence provides Lawler Financial Services' advisers the ability to provide advice on:
- Investments including managed funds, direct shares and term deposits
- Superannuation both in retail operations and Self Managed Superannuation Funds
- Personal Insurances including Life, Trauma, TPD, Income Protection and Buy / Sell Business Insurance.
The philosophy of Lawler Financial Services is aligned with that of Lawler Warburtons' and "client first" is the rule.
As part of the launch of Lawler Financial Services in Tamworth, the following events will be held in the coming months:
- Official Launch Event in Tamworth;
- The first of what will be regular seminars;
- An advertising campaign spreading the word via paper and air.
At present, we are already busy working on establishing the initial clients and building the systems for the future.
If you would like to know more about how Lawler Financial Services can assist you with your investments or insurance please click here to send us an email or call Greig or Aaron directly on (02) 6768 4560.
Greig Meyer Aaron Wilkinson
Certified Financial Planner® Financial Adviser
Authorised Representative of Securitor Group Limited Authorised Representative of Securitor Group Limited
AFS Licence Number 270961 AFS Licence Number 240687