Lynde Adams
About Me
My speciality is helping clients in all stages of life to achieve financial security. I have been helping clients in the areas of Retirement and Centrelink advice, retirement planning and super accumulation, personal insurances, savings and investments, cash flow and budgeting for over 12 years. I’ve lived in Mildura since childhood so consider myself a ‘local’ and love working within this community. I am also an Accredited Aged Care Professional. I value client relationships and guiding my clients through their stage of financial journey providing education and experience to help them make strong financial decisions when needed.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 14 Years
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Licensed By Mulcahy & Co Financial Planning Pty. Ltd.