Level 7, 616 St Kilda Road
Melbourne VIC 3004
Financial Adviser
B.Bus (Financial Planning), CFP®, SMSF Specialist Advisor™
Financial Adviser
BSc, BComm, Grad Dip FP, MAppFin, CFP®, SMSF Specialist Advisor™
Associate Adviser
Bachelor of Business (Accounting), Diploma of Financial Planning
Consultant
CA, Dip. FS (Financial Planning)
Financial Adviser
B.Com, Dip.FP, CPA (FPS)
Colin, a qualified accountant, has been in the financial services industry since 1974 and joined Lowe Lippmann Trakman Financial Services as a director in 2008.
As well as providing financial planning advice on superannuation and insurance, Colin has special expertise in strategic planning and structuring and works with many high net worth individuals, their families and businesses.
Financial Adviser
B. Bus (Financial Planning), CFP®
Darren, a Certified Financial Planner® professional, has been in the financial services industry since 2000 and joined Lowe Lippmann Trakman Financial Services in 2004.
He became a director in 2008 and is a specialist in holistic financial planning, focusing on the financial affairs and financial future of his clients to assist in their future well-being.
Financial Adviser
B.Com, CA, Dip. FS (Financial Planning)
Nathan, a qualified Chartered Accountant, has been in the financial services industry since 1987 and is a director of Lowe Lippmann Trakman Financial Services. Nathan specialises in providing strategic financial planning advice, working closely with individuals and businesses to achieve their ultimate financial goals.
Financial Adviser
BSc, B.Com, Grad Dip FP, MAppFin, CFP®, SMSF Specialist Advisor™
Alex, a Certified Financial Planner® professional, has been in the financial services industry since 2004 and is a director of Lowe Lippmann Trakman Financial Services.
He has a Masters in Applied Finance & Investment and is a specialist in self managed super funds and investments.
View Alex' full profile [PDF]
Associate Adviser
Bachelor of Business (Accounting), Diploma of Financial Planning
Arun has been in the financial services industry since 2012 and joined Lowe Lippmann Trakman in 2019.
Arun has worked in multiple roles across the financial planning industry and spent the last 4 years with a Big 4 Bank where he helped service premium banking clients. Arun enjoys working closely with clients to help them achieve financial freedom and protect their wealth by delivering an exceptional service and building enduring relationships.