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Our Strong Customer Focus
Lucy and her staff are committed to providing you with superior financial planning services and advice. Our commitment to the needs of our clients has contributed to the success of many local businesses and has helped many families achieve financial security and peace of mind.
The Right Advice
Our promise is that the advice you receive from us will be researched and tailored to your financial situation and needs. Our advice is backed by MLC Financial Planning, a member of the National group of companies, which is one of Australia's largest financial organisations, managing investments of over $70 billion.
Planning is the key
Creating wealth and providing a secure financial situation for you and your family involves more that a one-off investment or financial product purchase. Accurate industry information and sound financial planning with ongoing reviews in line with your changing lifestyle, goals and needs are the keys to building financial security.
Rated by customers as Australia's leading financial group for second year in a row
MLC Financial Planning was recently awarded Australia's number one Major Financial Advice Group for the second year by CoreData and Lucy McKillop & Associates are extremely proud to be a part of this advice network.
Winning this award in 2007 and again 2008 is an endorsement of MLC Financial Planning’s high standards and commitment to clients. It also challenges all advisers within our advice network to maintain these standards over the long term, so please let us know if there is any way we can make our advice more meaningful and relevant to you.
Lucy McKillop & Associates have been Awarded Quality Advice accredited by GWM Adviser Services Limited under our internal Quality Advice Programme. The Programme involves a defined set of standards for measuring quality of advice. In order to receive Quality Advice Accreditation, Lucy McKillop & Associates were required to meet a number of essential criteria in relation to financial planning principles and have a number of our financial plans assessed against the Quality Advice standards. Ongoing and regular assessment of the quality of advice provided to my clients is also an important element of the Programme.
We are fortunate enough to be able to now introduce you to a National Australia Bank representative if you are looking to upgrade, renovate, refinance or buy your home or an investment property.
You can contact me on lucymckillop@optusnet.com.au or (02) 9542 2904 if you have any suggestions. Thank you for your ongoing support.
Lucy McKillop & Associates welcomes you to quality financial planning services. | 
