Contact: aberman@lowelippmann.com.au

Ph: 61 3 9525 3777

Abe Berman has been providing Financial Services since 1965, and in 2002 co-founded Lowe Lippmann Financial Services.

As a commitment to improve and expand Lowe Lippmann's services, the financial services unit was restructured as a standalone entity, and Lowe Lippmann Financial Services was formed in 2002.

Abe has 38 years experience in the Financial Services Industry with some of the leading institutions including Standard Bank and Liberty Life in South Africa and Westpac Bank in Australia.

Abe specializes in Financial Planning and Life Insurance. This encompasses investment advice across Superannuation and Non-Superannuation Investments, Life and Trauma Insurance and Income Protection as well as Business Insurance relating to Business Succession Planning, Partnership / Shareholder Cover Key Person Cover.

Abe has been a member of the Financial Planning Association since 1996.

Abe continues to help clients with their wealth creation efforts, so that they can achieve their financial goals, retirement income goals by designing tax effective income streams after retirement.

When creating a Financial Plan, Abe looks at all aspects of a client’s life goals and financial circumstances.

Abe has particular expertise in arranging tax effective income streams including Allocated Pensions and Complying Annuities for retirees.

He is married, with 3 children, loves golf, cycling, woodworking, welding and as well as creating and repairing bits and pieces.

Expertise:

• Financial Planning and Wealth Management
• Superannuation
• Mortgage Brokers
• Leasing Brokers