Your Local Financial Planner

Scott Middleton is the General Manager of Westlawn Financial Planning Pty Ltd and is a fully qualified financial planner. For an obligation and fee free appointment please contact Scott on 0447 422 034 or email ScottM@westlawn.com.au

Scott Middleton Dip FS
General Manager
Westlawn Financial Planning Pty Ltd

Steve Clark is a highly qualified and experienced financial planner based in our Grafton office. Steve can provide you with advice on all aspects of financial planning and services the Grafton, Kyogle, Lismore, Ballina, Kempsey and Inverell areas. For an obligation and fee free appointment please contact our Grafton office on 0266 422 033 or email SteveC@westlawn.com.au

Steve Clark CFP, Dip FP, JP
Authorised Representative
Professional Investment Services Pty Ltd
Authorised Representative No. 244738

Liz Maroney is a highly qualified and experienced financial planner based in our Yamba office. Liz can provide you with advice on all aspects of financial planning and risk management and services the Yamba and Casino areas. For an obligation and fee free appointment please contact our Yamba office on 0266 468 685 or email LizM@westlawn.com.au

Liz Maroney CFP, Dip FP, JP
Representative
Professional Investment Services Pty Ltd

Chris Kirkaldy, is a highly qualified and experienced financial planner based in our Coffs Harbour office. Chris can provide you with advice on all aspects of financial planning and risk management. For an obligation and fee free appointment please contact our Coffs Harbour office on 0266 522 049 or email ChrisK@westlawn.com.au

Chris Kirkaldy Adv. Dip. FS. (FP) B.Bus
Westlawn Financial Planning Coffs Harbour Pty Ltd
Authorised Representive GWM Adviser Services Limited
T/A Garvan Financial Planning Australian Financial Services Licensee

Sarah Templeton is a highly qualified and experienced financial planner based in our Grafton office and is qualified to provide you with advice on superannuation, investments and risk management. For an obligation and fee free appointment please contact Sarah on 0266 422 033 or email SarahT@westlawn.com.au

Sarah Templeton DipFS (FP)
Authorised Representative
Professional Investment Services Pty Ltd
Authorised Representative No. 297614

Simon Keir is a highly qualified experienced financial planner based in our Ballina office, serving the Ballina, Lismore and Kyogle areas. For an obligation and fee free appointment please contact Simon on 0409 606 644 or email SimonK@westlawn.com.au

Simon Keir Dip FS (FP)
Representative
Westlawn Financial Planning Pty Ltd

The support team in Grafton’s Westlawn Financial Planning Office…

Rachael Page and Sherrie-lee Rediger can help you with any administrative requirements you may have as well as offering support to our well advised planners, Steve Clark and Sarah Templeton. You can contact Rachael or Sherrie-lee on 0266 422 033.

The support team in Yamba’s Westlawn Financial Planning Office…

Daniel Reeves can help you with any administrative requirements you may have as well as offering support to our well advised planner, Liz Maroney. You can contact Daniel on 0266 468 685.

The support team in Coffs Harbour’s Westlawn Financial Planning Office…

Helen Sproule can help you with any administrative requirements you may have as well as offering support to our well advised planner Jane Larkin. You can contact Helen on 0266 522 049.