About Me

Wayne Lear, with 40 years of experience, is a master of financial strategy and behavioral economics. He combines technical expertise with emotional intelligence to build trust and guide clients. As a foundation member of the Financial Planning Association and Superannuation expert, his skills cover investment tax strategies, SMSFs, and family wealth preservation. A pioneer in fee-for-service since 1988, Wayne emphasizes values in financial decision-making.

Wayne is also a mentor, Trust and Estate Practitioner (TEP), and a 2021 Master of Financial Planning graduate with a Deans Student List Award from Deakin University. He lectures in Estate Planning at CQU, passionate about helping professionals in Succession and Estate Planning. Since attending the first financial planning workshop in 1983, Wayne has been dedicated to advancing the profession. Trust Wayne Lear for unparalleled financial expertise.