Linda Tellis

LT Financial Advice

Platinum

12 Yrs Experience

Miranda, NSW 2228

About Linda
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My goal as an advisor is to guide my clients, helping them save, grow and preserve their wealth with sound advice, tailored investment strategies and personalised service.

Government Assistance
Superannuation
Retirement & Pension
Margin Lending
Shares & Investments
Aged Care
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets

Fees vary and depend on the number of strategies and complexity of the advice needed. Fees are discussed in details and agreement sought before proceeding to advice preparation.

5.00 November 2024

A pleasant time with Linda this week, a very professional adviser.

All our expectations were met and explained to us in a clear manner.

Linda manages our investments very well and gets the results she advised we would get.

Thank you for all your help.

5.00 November 2024

Linda is very professional, knowledgeable and friendly. She always makes sure you understand all aspects of your financial situation.

5.00 October 2024

Linda's advice, attention to detail and attentive listening to our future plans always leaves us confident that our investments are well managed.

5.00 October 2024

Linda is very friendly & easy to understand.

5.00 October 2024

I have known Linda for a number of years as she assisted me with my finances, planning my transition to retirement and has been always professional, her advice and communication skills has helped me to understand and helped with the retirement process.

Adviser status Platinum
Rating 4.95
Number of reviews 87
First year providing advice 2012
Years of experience 12
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Language spoken
- English