Our Team
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 has 20 years’ experience in the financial services industry. 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, a Diploma of Financial Planning, and is a NSW Justice of the Peace.
Trish Allenspach – Office Manager
Trish 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 – Paraplanner
Erin has a strong customer service background, more recently in the financial services industry. Erin has a Bachelor of Environmental Science and is currently working towards a Diploma of Financial Planning.
Judy Eden – Client Services Administrator/Paraplanner
Judy is a highly experienced administrator and has worked in financial services for many years. She holds both a Diploma of Accounting and a Diploma of Financial Planning. She is a NSW Justice of the Peace.
Sustainable practices
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.