20 Reviews

Lynde Adams

Mulcahy & Co Financial Planning

Platinum

13 Yrs Experience

Mildura, VIC 3500

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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.

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

5.00 June 2024

Lynde was very professional and understanding of my financial situation. She was open and honest all the way around what my financial options were moving forward and how they would impact me into the future. I would highly recomend Lynde to anyone wanting to get a strong financial plan into place.

5.00 November 2022

Lynde provided thorough financial advice and support for both my wife and I with our retirement plan, which covered the transfer of superannuation funds and saved assets. This was undertaken in a way which provided us with confidence and security that our savings would be able to fully supported us through the many years of retirement ahead.

5.00 October 2022

Lynde was extremely helpful with sorting out our super and insurance. She explained things so we could understand and was always upfront and honest with us. She is such a friendly person and we were always very comfortable with her. We were very pleased with the plan she created for us and the outcome. We would recommend her to absolutely anyone.

5.00 October 2022

Lynde was very interested in my situation and was able to explain my options in easily understandable terms. I feel able to relax knowing she has my best interests at heart.

5.00 October 2022

I had a great experience with Lynde organising my superannuation. Lynde is lovely to chat with and very knowledgeable. The process was very good, and I look forward to working with her in the future.

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