Our experienced team at Southern Cross Financial Planning is highly client-focused. We look forward to assisting you with any questions or queries you may have in relation to your financial planning.
John Allenspach – Senior Financial Planner & Director, Southern Cross Financial Planning
John Allenspach has 20 years’ experience as a Financial Planner. John places great emphasis on educating his clients about the financial planning process, empowering them to make informed decisions. John has a Bachelor of Business degree and a Diploma of Financial Planning. He is a member of the Association of Financial Advisers (AFA) and is a NSW Justice of the Peace.
Trish Allenspach – Practice Manager
Trish Allenspach has worked in financial planning administration for over 15 years and now runs the office of Southern Cross Financial Planning. Trish has a Bachelor of Arts degree, a Graduate Diploma in Education and is a NSW Justice of the Peace.
Erin Thomas – Office Manager/Senior Client Services Officer
Erin Thomas brings a breadth of experience in office management and client services, more recently in the financial services industry, to her role as Office Manager / Senior Client Services Officer. Erin has a Bachelor of Environmental Science and is currently working towards a Diploma of Financial Planning.
Judy Eden – Paraplanner
Judy Eden brings to the role of Paraplanner many years of experience in financial services administration. She holds both a Diploma of Accounting and a Diploma of Financial Planning, and is a NSW Justice of the Peace.
Joanne Green – Client Services Officer
With the recent growth in our business, we have been very pleased to welcome Joanne Green to our team. Jo brings extensive experience in administration and client services within the financial services industry to her role as Client Services Officer.
At Southern Cross Financial Planning wherever possible we provide documents to our clients in electronic format and use recycled paper for printing and other stationery requirements.