Brian Lynch

MBA Financial Strategists

Silver

23 Yrs Experience

Unley, SA 5061

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I grew up in the US and came to Adelaide in 1993 where I married my partner, Karen. We have three children and enjoy travel. I enjoy helping people solve their financial problems, build their wealth and prepare them for the future. Being prepared is key, as the proverb instructs, “Dig a well before you are thirsty.”

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Margin Lending
Shares & Investments
Aged Care
Cashflow & Income
Budgeting

5.00 October 2018

Brian has given me good management advice on my superannuation portfolio. He is a very good listener, has been very helpful with advice in organizing my aged pension and deals with Centrelink on my behalf. He is knowledgeable about world markets and how they affect my investments which he explains well. He is in the process of combining two of my superannuation policies into one and has kept me fully informed about it. I feel confident in having Brian as my Financial Advisor.

Adviser status Silver
Rating 5.00
Number of reviews 1
First year providing advice 2001
Years of experience 23
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English