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Brendan Lynch

Lifenet (WA) Financial Advice

Gold
28 Yrs Experience
Balcatta, WA 6021

I have been working in the financial services industry and providing advice to clients since 1998 in the areas of Retirement Planning, Wealth Creation, Wealth Protection and Aged Care.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Small Business Advice
  • Growing Assets

My fees

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

Fees may be charged for the services I provide. These fees will be agreed upon and confirmed to you prior to any service provided. Current fees and charges (GST inclusive) are:

Advice Preparation Fees

Fees for the preparation of your advice may range between $1,100 - $9,900.

Advice Implementation Fees

Fees for the implementation of your advice may be set fee ranging between $1,100 - $9,900.

Alternatively, our implementation fee can be calculated as a percentage of your total portfolio ranging between 0% - 5.5%.

Ongoing Advice Fees

Fees for your ongoing service may be a set fee ranging between $1,650 - $11,000 pa.

Alternatively, our ongoing advice fee can be calculated as a percentage of your total portfolio between 0% - 1.1%.

The exact amounts of fees and charges and initial and ongoing commissions for the products you have purchased as a result of my recommendation to you will be detailed in your Statement of Advice.

At a glance

  • Adviser status Gold
  • First year providing advice 1996
  • Years of experience 28
  • Highest qualifications
    • Fellow Chartered Financial Practitioner (FChFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Lifenet (WA) Financial Advice

Unit 6, 231 Balcatta Road
Balcatta, WA 6021

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Count Financial Limited

AFSL 227232