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Will Lyons

Mckinley Plowman & Associates

Bronze
8 Yrs Experience
Joondalup, WA 6027

Understanding and discovering your future goals is the first step you to can take on the path to financial freedom. We help clients to build the foundations necessary to help them achieve their goals and aspirations with regular guidance and advice to ensure they remain on track.

We assist a broad range of clients from entrepreneurs and business owners looking to build personal wealth to expatriates dealing with assets across the globe to pensioners wishing to manage their retirement income with solutions designed to help them make smart decisions with their money and set them on the path to financial security with the most certainty.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

We charge a flat dollar fee based on the advice and service you require. We will only provide advice where we feel we can add genuine value to your life. Our fees are based on the amount of time and complexity associated in managing your circumstances.

At a glance

  • Adviser status Bronze
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Mckinley Plowman & Associates

Level 2, 5 Davidson Terrace
Joondalup, WA 6027

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306