About Me

With experience in funds management and financial planning, Lynda is well qualified to advise her clients. Her approach enables her clients’ to comfortably communicate their lifestyle goals and plans for their future and then deliver conservative investment solutions to help investors build and preserve their wealth.Lynda has applied her skills and experience to benefit clients through different life events, specifically in Family Law. She seeks to educate and guide her clients, enabling them to negotiate with more confidence, be financially savvy and independent post-divorce.She works with leading Accredited Family Law Specialists to find outcomes in the best interest of their clients. Lynda regularly advises in financial settlement matters which involve family businesses, corporate structures and Self-Managed Superannuation Funds. Having completed advanced collaborative family law training, Lynda professionally delivers neutral advice to parties engaged in non-court based dispute resolution.

Areas of Focus

  • Aged care
  • Divorce
  • Estate planning
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 14 Years
  • Licensed By
    Licensed By Ep Financial Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®