Linda Parkinson

Wealth & Confidence with Warmth & Compassion

Financial planning for me personally is about helping people!

Helping to work out what they want/need and then offering expertise, guidance and support on how to implement the best strategies to move forward.

Financial planning is being involved long-term and changing/tweaking things along the way to make sure that that great strategies are in place.

I entered the Financial Planning industry in 2000. Initially working in administration, eventually becoming a registered financial adviser in mid-2007. After many years of being employed, in 2020 I commenced my own practice, W&C Financial Planning Pty Ltd.

At W& C Financial Planning, I

• Explain what I do and why I do it (including how much I enjoy doing it).
• Acknowledge, respect and be grateful of the trust given to me by clients.
• Truly get to know and care about my clients...long meetings, usually lots of laughs!
• Develop and/or tweak strategies to support identified goals.
• Be connected and involved....it's more than just strategies!.

If my clients are at a BBQ and someone is talking about how crooked or self-interested they believe financial advisers to be,

I want my clients to say...."Nope, not our adviser, she’s working for us!”