About Us

OUR TEAM

Paul Summers

Paul Summers

Director and Senior Financial Planner

Paul has been in banking and financial services for over 20 years, both in the UK and since migrating to Australia in 2006. Paul has extensive experience in a number of large banks across the two countries as a financial planner, founding Lilywhite Financial Planning in 2016 in order to have more direct involvement in helping his clients achieve their goals and protect their future.

Paul has completed a Bachelor of Arts (Honours) in Accounting and Finance, a Diploma in Financial Services (Financial Planning), and an Advanced Diploma in Financial Services (Financial Planning), as well as being a member of the Association of Financial Advisers.

Away from work, Paul enjoys spending time relaxing with friends, watching his favourite sports, particularly soccer and AFL, as well as getting away with his wife, Lucy and two children for some precious family time (before they are all grown up).

Margaret Bean

Margaret Bean

Client Services Manager

Margaret brings over 30 years of finance and customer relationship experience to her role.  With a keen eye for detail and a dedication to building strong relationships through providing a friendly and efficient service, Margaret is an invaluable support to our clients as they develop and implement their financial plans to achieve their goals.

In her downtime, Margaret loves to get away off the beaten track with her husband, so she can relax, enjoy a good book, and a good beach too.

Lucy Summers

Lucy Summers

Paraplanner

Lucy has worked in the financial services industry for over 20 years, with 12 of these as a Financial Planner. Bringing substantial knowledge and experience, Lucy plays an integral role in the formation of strategies and producing the relevant advice documents to ensure they meet the ever changing industry and compliance standards. Lucy’s prior experience and passion means she continues to take a genuine interest in our client’s position to ensure they walk away with advice which is in their best interest and continues to meet their ongoing needs and objectives.

Lucy has completed a Bachelor of Arts (Honours) in Politics and Economics, a Diploma in Financial Services (Financial Planning) and an Advanced Diploma in Financial Services (Financial Planning).

Away from work, Lucy enjoys spending time with friends and getting into a good book. She also loves to travel, especially with Paul and their two children.

OUR PHILOSOPHY

Our philosophy is set in three key components, all of which culminate in our clients having a ‘can sleep at night’ feeling of not having to worry about if they are making, or have made, the right decisions.

  1. We provide our clients with the highest standard of professional service, making us their trusted adviser and first point of call for all financial planning needs for them, their family and their friends.
  2. We give peace of mind and confidence to our clients in planning for a financially secure future and helping them to achieve their lifestyle goals and dreams.
  3. We make the advice process easy to understand through plain English discussions, being honest and having integrity to do the right thing.