About Me

"Building and maintaining strong and lasting client relationships has been my focus since starting in the Financial Planning industry in 2005, by providing consistent holistic strategic and portfolio management to clientele in the Mackay region."

Lindsay has consistently found success through her effective communication skills and the unique ability to navigate the details. Having extensive experience in the Financial Planning industry, servicing new and existing clientele in the Mackay & surrounding areas. Lindsay has earned the trust and admiration of her clients and peers alike.

Areas of Focus

  • Aged care
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Morgans Financial Limited