Alan Blackwell
Alan Blackwell is a qualified Certified Financial Planner (CFP) and qualified Chartered Accountant (CA). He heads the highly qualified team at Charter Towers Financial Services and is proud of the firm’s high standards and achievements.
Other Qualifications and Accreditations
Bachelor of Economics
Registered Tax Agent
Registered Company Auditor
Self-Managed Superannuation Accredited
Instalment Warrant Accredited
Margin Lending Accredited
Hobbies/Interests
Travel and collecting Beswick.
Alan Blackwell is an authorised representative (number 260210) of Charter Towers Financial Services, a corporate Authorised Representative of the Lonsdale Financial Group Ltd, AFSL 246934.
Krystle Siomos
Krystle is a Para-planner and a member of the Financial Planning Services team. Krystle is also responsible for servicing the taxation requirements of our client base.
Qualifications
Bachelor of Business (Accounting), Diploma of Financial Planning, currently completing advanced Diploma in Financial Services
Hobbies/Interests
Professional development, dining and personal fitness.
Michael Lirosi
Michael is a Para-planner and a member of the Financial Planning Services team and is also responsible for servicing the taxation requirements of our client base.
Qualifications
Bachelor of Commerce (majoring in Accountancy and Management),Diploma of Financial Planning, Advanced Diploma Financial Planning
Hobbies/Interests
Completing Certified Financial Planner (CFP) course, Football.
Louisa Buccilli
Louisa is a Para-planner and a member of the Financial Planning Services team and is also responsible for servicing the taxation requirements of our client base.
Qualifications
Bachelor of Accounting & Finance
Hobbies/Interests
Gym, netball & dining
Alison Blackwell
Alison is our receptionist and telephonist and has developed a close contact relationship with clients and business associates. Alison also provides important internal support services to our team in office and client administration.
Qualifications
Diploma of Multimedia Integration
Hobbies/Interests
Reading, Dancing, Travelling and Multimedia.
Judy Blackwell
Judy has been involved in the financial services industry for over 25 years. Her experience and knowledge of the industry has proved invaluable in the effective operation of our business and office administration.
Hobbies/Interests
Walking and bike riding.
Lucinda Blackwell
Lucinda’s role is to assist our clients and advisers with compliance implementation and office support in business administration.
Hobbies/Interests
Spending time with the family and friends, shopping and dancing.