About Me

Lindsay has been in the financial services industry since 2007. Having worked in a range of businesses including boutique accounting firms and the banking industry, Lindsay has a broad experience across business advisory roles for both corporate clients and individuals.

Lindsay’s expertise in investment portfolio construction and management helps him create tailored solutions for his clients, all centered around meeting their goals.

Lindsay has a Bachelor of Commerce degree with majors in Finance and Financial Planning. Lindsay is a Certified Financial Planner (CFP) and a member of the Financial Planning Association of Australia (FPA)