Building and maintaining strong and lasting client relationships has been my focus over the last 16 years in the financial planning industry, by providing consistent holistic quality advice and assistance to clientele in the Mackay region.
Lindsay has 16 years’ experience in the Financial Planning Industry, servicing new and existing clientele in the Mackay & surrounding areas with expertise in the areas of; Financial Planning, Retirement and Estate Planning , Self-Managed Super Funds, Superannuation Advice, Wealth Management and Personal Insurance. Lindsay is a member of the Financial Planning Association (FPA) and a Commissioner of Declarations.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 8
- First year providing advice 2007
- Years of experience 17
-
Highest qualification
- Master of Financial Planning
-
Language spoken
- English
Morgans Financial Ltd
47 Sydney StMackay, QLD 4740
Opening hours
- 8:30am – 5:00pm Monday – Thursday
- 8:30am – 4:00pm Friday
Licensed by
Morgans Financial Ltd
AFSL 235410