"Building and maintaining strong and lasting client relationships has been my focus since starting in the Financial Planning industry in 2005, by providing consistent holistic advice and assistance to clientele in the Mackay region."
Lindsay has extensive experience in the Financial Planning industry, servicing new and existing clientele in the Mackay & surrounding areas, with expertise in areas of Financial Planning, Retirement and Estate Planning, Self-Managed Super Funds, Superannuation Advice and Wealth Management.
Services and specialities
- Investment Advice
- Margin Lending and Gearing Strategies
- Personal Insurance
- Retirement and Estate Planning
- Superannuation Advice
Lindsay is fluent in retirement planning and works collaboratively with clients to optimise the most tax-effective financial outcome both prior to and post retirement. Lindsay's investment style is vast and is tailored to each individuals objectives, with a focus on diversification, risk mitigation and sustainable capital growth opportunities.
Industry Education & Experience
- Master of Financial Planning, Kaplan, 2018
- Graduate Diploma in Financial Planning, Kaplan, 2017
- Advanced Diploma of Financial Services (Financial Planning), MLC ThreeSixty, 2008
- FPC002B Ethics and Professionalism in Financial Advice, Kaplan, 2019
- Margin Lending and Geared Investments, Kaplan, 2010
- Self Managed Superannuation Funds, Kaplan, 2009
- Graduate Certificate in Financial Planning, Kaplan, 2016
- Diploma of Financial Services (Financial Planning) , MLC ThreeSixty, 2008
- Certificate III in Business Administration, TAFE Queensland, 2005
I am employed by Astute Investment Advice Pty Ltd which operates the business of Morgans Financial Limited - Mackay. My employer remunerates me as your adviser by way of salary.
- Managed Investments
- Margin Lending
- Financial Planning
- Life Insurance