Lynde Adams

Mulcahy & Co Financial Planning

Platinum
13 Yrs Experience
Mildura, VIC 3500

Customer service has been a part of my life since being raised in a family-run motel business in Mildura.

After working in the financial services industry since 1992, I have a passion for ensuring my clients receive advice they can understand.  My clients know I have their best interests at heart and feel comfortable coming to me as a sounding board for many of their life experiences.

As a parent and through involvement in business and with my local community, I have an understanding of the needs and the importance of financial planning for families, professionals and small business owners. My role is to deliver information in a way my clients understand and feel comfortable in our interactions.

I am excited and enthused to be part of Mulcahy & Co and am committed to providing quality advice and financial services to new and existing clients.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.88
  • Number of reviews 20
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Mulcahy & Co Financial Planning

135-139 Tenth St
Mildura, VIC 3500

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Mulcahy & Co Financial Planning

AFSL 340094