About McLaurin Financial Planning
Frank is the practice principal, a Certified Financial Planner and member of the Financial Planning Association. He has a long history of assisting clients in the region, plan and execute their wealth creation and retirement strategies. For many years he ran his own practice before having a brief sabbatical and continued his career as an agri-business senior planner. McLaurin Financial Planning is once again providing a boutique service valued by its clients.
Frank was born and raised in the Holbrook district where he continues to have a farming interest. He attended boarding school at Champagnat/Galen College Wangaratta which was the beginning of his long-term association with the region. He has spent most of his working life here whilst raising a family with his wife Lisa. Today they enjoy the pleasure of grandchildren.
Ann is the Client Service Officer for McLaurin Financial Planning. She has an extensive 25 years’ experience working in this role with her former bank employer. Ann manages administrative processes from the initial consultation through to the completion of the clients’ portfolio investments and review.
Ann has lived in Wangaratta with her husband Michael for 26 years where they raised and educated their children and are now proud grandparents. Ann has been heavily involved in local netball associations and is an accredited B class umpire.
Lisa married to Frank, manages the day to day administration of the business to ensure the smooth running of the back office. She developed her skills from owner operating a general insurance agency, to supervising the administration of their financial planning business alongside the bookkeeping of the family farm.
Lisa was born and raised in Wangaratta. Her proudest achievement is their 2 children and now enjoys being a grandmother that loves to sew and bake for the little ones.