Our Team
Lowe Financial Group have built a team of advisers who provide experience, knowledge and a strong belief in the value that quality advice provide experience. This means you received leading advice in terms of product, solutions and service from our team.
Lowe Financial Group have built a team of advisers who provide experience, knowledge and a strong belief in the value that quality advice provide experience. This means you receive leading advice in terms of product, solutions and service from our team.
Our dedicated and highly trained support team provides you with accurate details, regular reviews and most importantly prompt processing of claims. Our team is experiences and eager to assist our clients, providing the very best service possible.
Gerard Lowe
Director
Meet Gerard (Ged) Lowe, a cornerstone of Lowe Financial Group (LFG) since 1988. From beginning work in the industry and business alongside his father, Peter Lowe, Ged has risen to become one of Australia’s leading Risk Insurance Advisers. His extensive knowledge, experience, and dedication to the industry, coupled with his strong relationships with top insurers, enable him to deliver unparalleled advice and tailored insurance solutions for our clients. Ged’s passion for risk insurance is evident in his active participation on advisory councils and his mentorship of the next generation of advisers. Ged continues to be passionate about his work and is currently furthering his education through a Graduate Diploma of Financial Planning at Deakin University to enhance his expertise and continue providing the highest level of service and advice to LFG clients.
Grace O’Neill
Partner & Client Relationship Manager
Grace became part of the LFG team in 2019 and took great pride in becoming a partner in July 2024. Beginning her career providing customer service to our clients, Grace’s role transitioned as she began joining Ged in all client and referral partner meetings, whilst also assisting in the delivery of required outcomes for our clients and business. Grace’s dedication to the company and enthusiasm for the field prompted her to switch her studies from a Bachelor of Legal & Dispute Studies to a Bachelor of Commerce, majoring in Financial Planning. Additionally, Grace is undergoing her professional year and is enthusiastic about becoming a Risk Adviser once it concludes.
Sarah Lowe
Operations
Sarah represents the third generation of the Lowe family to join LFG. Upon commencement in the business during 2020, the peak of a global pandemic, Sarah dedicated her time and effort to the delivery of great customer service with her ever-sunny disposition. After graduating with a Bachelor of Business in 2021, Sarah has since used her prior studies and concentrated on overseeing LFG’s business operations, marketing, and social media, along with the training and development of our newest team members. Sarah continues to further her learning, as she is currently undertaking a Graduate Diploma in Financial Planning alongside Ged, demonstrating her commitment to the delivery of positive outcomes for our clients.
Jack Lowe
Client Services Officer
Following in the family footsteps, Jack joined the LFG team in November of 2022 following successful completion of his VCE studies. Jack has confidently found his place within our team, assisting in the advice preparation process by liaising with clients and insurers alike, ensuring that our files are complete and that they paint a picture of your circumstances accurately – a vital step in allowing LFG to provide you with the tailored and specialised advice we pride ourselves on. Jack is also undertaking a Bachelor of Business at Deakin University and has demonstrated his eagerness to continue to learn and develop.
Fiona Toulis
Client Services Officer
LFG enthusiastically welcomed Fiona to our team in 2023. Joining us as a Client Service Officer, Fiona brings a wealth of experience in customer service from both Australia and New Zealand, enabling her to deliver exceptional levels of service and support to our clients in both New Business and administrative functions. You are likely to hear Fiona’s friendly Kiwi accent if you call into our office, and she’s always willing to assist should you require any information or assistance regarding your risk insurance portfolio.
Leanne Weston
Client Services Officer
We were delighted to welcome Leanne to our team in late 2023. With an impressive 16 years of experience at MLC under her belt, Leanne’s previous industry experience has facilitated a smooth transition into her role of Client Service Officer at Lowe Financial Group. Leanne excels in delivering friendly and helpful service to our clients. She works diligently alongside Fiona in the areas of New Business and administration, and together, they ensure the exceptional service we deliver to all our clients.
Elise Sanders
Partnerships Manager
Elise is the newest member of our team, joining us in September 2024. She brings over 25 years of experience in the corporate side of Financial Services, including roles at AIA and AMP North. Her extensive background in strategy, communications & marketing, sales enablement, projects, account and relationship management made her the ideal candidate for a new role specially developed to achieve our growth objectives and advancing our business operations and corporate structures.
Jan Rudelbach & Sue Dalton
Tele-Review Team
Jan and Sue, the wonderful ladies conducting our Tele-Review service, became part of the LFG team in 2014. Each month, we are privileged to have them join us in the office as they reach out to our clients for annual check-ins, ensuring that our records are current, and our customers are content. Jan’s sales experience and Sue’s teaching background make them a fantastic pair that both our team and clients enjoy engaging with!
Michael Clemens
Special Projects Officer
In 2023, the brilliant Michael Clemens joined the LFG team as our Special Projects Officer. Prior to this, Michael worked in the Financial Services sector as an accountant and also served as a university lecturer at several esteemed universities in Victoria. Michael’s extensive background and abundance of knowledge make him a valuable addition to our team.
Peter Lowe (1937–2022)
Founder
After a rich career in sales and sales management, Peter (Pete) transitioned to the Life Insurance industry in 1976, founding Lowe Financial Group in 1986. Pete was one of the pioneers in Australia selling Risk Insurance independently from investments, including Income Protection, Life & TPD, and Trauma insurance. Although common now, these products were groundbreaking at their inception with National Mutual.
Sadly, Pete Lowe passed away in March 2022, however, we are immensely proud to see the legacy he built endure.
Testimonials
What Our Clients Say
Dr. Jacqueline Fong
My (and my husband’s) insurance policies were overdue for a review. The convenience of having you come home was great. From the very beginning everything was clearly explained and laid out.
Due to past experiences, I was dreading the transition from one policy to another, but it was the smoothest and most streamlined transition I have ever had. You and your team organised it all! And it is great to know this is not where your service ends.
Mrs. Charleen Sharp
A genuine company who is ‘solid’. You understand client needs and can confidently guide them to financial security for their future. At all stages of our review the follow up and one on one liaison made the whole exercise less complicated and time consuming.
D Routson – R T Group
Ged shows great knowledge of his industry, but more importantly, is able to skilfully apply that knowledge to an individual’s particular circumstances.
Mr. Peter Mastores
Honest and informative about the different aspects of insurance needs to a business as well as an individual… excellent, quick and efficient service when I had to make a claim.
