Our Team

Phil Cresp Adv Dip FP
Authorised Representative of Charter Financial Planning, License Number 234665
Financial Planner
Phil has considerable financial planning and business experience with numerous years of business ownership and management. Phil founded OYT with the sole premis of helping each client own their tomorrow through proven principles and dependable relationships. Phil enjoys spending precious time with his fast growing kids, family and friends more often than not either on the beautiful river or at home with a wine.

Derek Schutz Dip FP, GDipFinPlanning, MoFP
Authorised Representative of Charter Financial Planning, License Number 234665
Practice Manager & Senior Financial Planner

derek@lffs.net.au

Derek our Practice Manager & Senior Adviser is located in Berri. He has had over 25 years in Financial Services with over 16 years specialising in Financial Planning in predominantly rural locations following on from his banking career. Derek has completed a Diploma, Graduate Diploma and Masters degree in Financial Planning.
Derek is a holistic adviser providing strategic advice in, but not limited to, Superannuation, Investments, Retirement, Centrelink and Wealth & Asset Protection (Risk Insurance). He is also responsible for overseeing the day to day operations of the practice.

Sara Clarke Dip FS (FP)
ADMINISTRATION OFFICER

admin@lffs.net.au

We welcomed Sara to Lehmann Flanigan Financial Services in September 2014 having several years’ experience in the Financial Planning Industry.

Sara is responsible for the day to day operations of the front office and also provides valuable support to all Lehmann Flanigan Financial Advisers, she is responsible for client data integrity, liaising with Insurance and Investment Companies and ongoing friendly, efficient customer service.


Melanie Lush Dip FS (FP)
PERSONAL ASSISTANT

mel@lffs.net.au

We welcomed Melanie to Lehmann Flanigan Financial Services in September 2008 as a Financial Services Officer having several years experience in the Financial Planning and Taxation Industry.

Melanie is currently Personal Assistant to John Flanigan and Derek Schutz. This involves maintaining the client data base, liaising with insurance and investment companies, while also providing ongoing friendly, proficient customer service.


Catherine Martin
ACCOUNTS ADMINISTRATOR

accounts@lffs.net.au

We welcomed Catherine to Lehmann Flanigan Financial Services in May of 2007 as an Administration Officer/Receptionist having a number of years experience in this field.

Over time this role has expanded whereby Catherine is now an integral part of Lehmann Flanigan’s office management, undertaking the role of finance administrator and payroll officer. Catherine especially enjoys working in a team environment assisting with administrative tasks, with a bright cheerful personality, she also attends to general enquiries when and where required.


Taxation Rulings and documentation search

Get ASX Prices