Lincoln Kallady CFP®

About Me

My passion is working with clients and their families to address and provide clarity around their goals so that their finances can be structured with purpose.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 11 Years
  • Licensed By
    Licensed By Bbb Financial Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®