Loudon & Vaughan

L+V

Every person matters Every dollar counts Loudon & Vaughan

Providing comprehensive financial advice and wealth management services to our clients and their families.

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Advice

How we help our clients

We understand that people have individual needs and objectives, and we help our clients in different ways.

Portfolio management

Ongoing research, management and adjustment of client investment strategies and investment opportunities.

Superannuation

Strategic advice to make the most of this tax-effective environment, and build retirement assets for the long-term.

Retirement Planning

Providing sustainable income, flexibility and freedom throughout retirement.

Estate planning

Strategies to ensure assets are passed to the right people, at the right time, and to improve outcomes for beneficiaries.

Cash flow management

Making the most of your best wealth-building tool.

Debt reduction

Strategies to reduce the burden of debt and become debt-free faster.

Insurance & risk management

Protecting your biggest assets, and providing clear strategies and solutions for peace of mind.

Taxation strategies

Tax minimisation plans, to keep more of what you earn and get it working for you.

steps

Tailored financial advice, provided with integrity and transparency.

Initial engagement

Research & Analysis

Strategy development

Advice presentation & Education

Strategy Implementation

Ongoing monitoring & Strategy adjustment

about

Loudon & Vaughan

Tailored financial advice, provided with integrity and transparency.

Company

Dave and Warren met many years ago whilst serving in the 2nd Commando Regiment, and were deployed overseas together on a number of operations.

The Special Forces ingrained a culture of discipline and principled decision making, which Dave and Warren have brought into Loudon & Vaughan, and which they use to help manage and grow client’s wealth.

Approach

We only offer tried and tested financial advice, and we avoid putting clients into complex financial arrangements. No tulip mania. Nothing that we aren’t comfortable recommending to our own families.

Partners

We partner with our financial services licensee, Walker Lane. Walker Lane is a privately owned financial adviser group, operated by like-minded advisers and financial service professionals. They provide us with compliance and regulatory support, and the ability to tailor our advice in our client’s best interests.

We also utilise a number of professional partners to assist our clients in related matters, including accounting, mortgage broking and legal advice.

team

Our People

Passionate about the difference that great financial advice can make to our client’s lives.

Warren Loudon
Financial Adviser
David Vaughan
Financial Adviser
Tracey Parkin
Client Services Manager

enquiry

Get In Touch

Please submit a general enquiry using the below form:

contact

How To Reach Us

Phone

+61 2 9538 2704

Office

Suite 4/70 Croydon Street,
Cronulla NSW 2230

Postal

PO Box 780,
Cronulla NSW 2230

Email

admin@loudonvaughan.com.au

Warren Loudon

Financial Adviser

Working as a financial adviser allows me to help people live better lives. With the right knowledge applied wisely, you can change your financial position now and create a more positive financial future, regardless of your age or current situation.

My military background has taught me that a life must be lived for a purpose, it must be appreciated, and it must be lived for the betterment of others. Every day of my life I strive to be the best that I can be, in honour of my friends and comrades who are no longer with us. In every interaction I will put my client’s interests before mine, because it is the right thing to do… (I believed this before it was legislated). My goal is to improve the lives of everyone I work with, through the application of my knowledge and energy.

When you are ready to make positive change and growth in your financial situation or secure your wealth to best advantage, and want someone you can trust to guide you through the process, I am ready to help.

Warren is currently completing his Master of Financial Planning qualification, holds a Graduate Diploma of Financial Planning, and Self-Managed Super Fund, Listed Securities and Margin Lending accreditations.

He holds the Fellow Chartered Financial Practitioner (FChFP) designation with the Association of Financial Advisers (AFA), and is a member of the Association of Independently Owned Financial Professionals, the Tax Practitioners Board, and the Financial Services Union.

To view testimonials and experiences from Warren’s clients, please click here.

Warren can be contacted directly via the below:

David Vaughan

Financial Adviser

Firstly, a little about me – I started my career in merchant banks, in the back office and trading functions of foreign exchange and futures contracts. I then served in the special forces 2nd Commando Regiment, with multiple overseas tours. After being medically discharged, I was completing further studies to re-join the finance industry, and was struck by a life threatening illness. I met my wife, kicked the illness, finished my degree and found my new career. I then accomplished my biggest achievement to date, becoming a father to my son Joey, at the same time as starting Loudon & Vaughan with my lifelong friend Warren.

So why financial advising? I love that it takes so many forms. It can be as simple as reassuring a client on their current situation with a ‘thumbs up’, or it can be complex advice covering multiple areas of their finances in complicated scenarios. My clients range from young adults saving for their first home, to retired couples wanting to secure their lifestyle and be comfortable travelling the country in a caravan. I love that no day, client or situation is the same, and I learn these facts, rules and regulations to apply them to real people in real situations. Now if that doesn’t get you out of bed singing, I don’t know what will.

My relationships with my clients are straight forward and genuine, and I love the human connection that I get to have with my clients. The majority are some of the closest people in my life, being family, friends, or people I served with in the special forces. So rest assured that anyone who asks me for help is treated the same, and is advised with as much effort as my mother or my wife.

Dave holds a Master of Financial Planning from the University of New South Wales, a Bachelor of Commerce (Finance/Management), Diploma of Financial Planning, Diploma of Financial Services, Cert IV of Mortgage Broking and Finance, Sydney Futures Exchange Specialist Certificate, and Self Managed Super Funds accreditation.

He is a member of the Financial Planning Association of Australia, the Association of Independently Owned Financial Professionals, the Tax Practitioners Board, and is a NSW Justice of the Peace.

To view testimonials and experiences from David’s clients, please click here.

David can be contacted directly via the below:

How we help our clients

Portfolio management

Superannuation

Retirement Planning

Estate planning

Cash flow management

Debt reduction

Insurance & risk management

Taxation strategies

Loudon & Vaughan