Lawton Financial Planning Pty Limited (a Lawton Group company) is managed by David Lawton, a highly qualified Financial Planner, Tax Accountant and is an authorized Representative of Professional Investment Services Pty Ltd, ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951).  Professional Investment Services Pty Ltd (PIS)  is one of the largest networks of accountants, financial advisers and mortgage insurance brokers in Australia.  The group’s network facilitates the referral of a range of value-added services to the network’s customers.

This network gives Lawton Financial Planning the backing of professional expertise and security at the national  level  providing reassurance and confidence to clients.  In  addition,  Lawton Financial Planning networks with highly experienced Tax Lawyers who compliment our ‘unique’ mix of professional expertise and services.

As an experienced tax accountant, David Lawton combines his taxation expertise at the highest corporate level with the disciplines of Financial Planning giving the company its competitive edge.  This is especially important during times of recession and financial downturn as the protection of one’s assets must be the priority in any  long term planning process.  By combining the strategic aspects of taxation benefits to the financial planning strategies clients gain the benefits of both worlds – protection of assets with long term financial planning and tax relief. 

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