Marilyn Lin

Bridges Financial Services Pty Ltd

Platinum

18 Yrs Experience

Sydney, NSW 2000

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As a Certified Financial Planner (CFP®) and Certified Practising Accountant (CPA), I bring nearly 20 years of experience helping individuals and families navigate complex financial decisions with clarity and confidence. My expertise spans retirement planning, superannuation, social security, tax planning, debt management, budgeting, investment strategies, estate planning, SMSFs, defined benefit schemes, and personal and business insurance.

I hold a Bachelor of Business degree and have built my career through trusted roles at AMP Financial Planning and Commonwealth Bank Financial Planning, where I served for over a decade. I now advise clients through Bridges Financial Services, part of Insignia Financial.

Looking after my clients’ best interests is what I do on a daily basis. My approach is both personal and strategic. I take the time to understand each client’s goals, values, and circumstances, then tailor solutions that support long-term financial wellbeing. I believe in walking alongside my clients, offering guidance that is practical, empathetic, and focused on achieving meaningful outcomes.

Outside of work, I enjoy tennis, pickleball, bushwalking, and travelling with my family — experiences that keep me grounded and remind me of what matters most.

Government Assistance
Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

We are happy to discuss the fees based on the complexity of your strategies.

5.00 November 2025

Marilyn is a kind and compassionate advisor who took the time to genuinely understand both my financial situation and my husband's, along with our personal and financial goals. Her extensive expertise in wealth management and insurance was evident throughout our interactions. She consistently explained complex concepts with clarity, while demonstrating a high level of care, integrity, and professionalism. Marilyn has made a tangible difference to our financial wellbeing—guiding us through important insurance changes and helping us establish a superannuation plan that aligns with our risk profile and long-term objectives. I have no hesitation in recommending Marilyn. Her client-first approach, deep knowledge, and thoughtful guidance make her an exceptional advisor.

5.00 November 2025

“Marilyn has been simply wonderful to deal with and we have felt safe and assured throughout the financial advice process. She clearly explained the costs, benefits and what was required from us. The entire process was simple and well explained and Marilyn kept us informed throughout. For us the experience has provided greater peace of mind that we are on track to reach our financial goals and identified some simple changes that can be made to optimise our superannuation and right size our insurance needs.” Mike & Cath

5.00 November 2025

As my first ever financial adviser, I came in with a lot of anxiety and apprehensions, but Marilyn was very patient and kind, and her confidence and expertise gave me a lot of comfort and peace of mind. She spent a lot of time trying to get to know my goals and my personal circumstances and not just straight into "business" which makes her advice feel very personal and tailored to my needs. I did not feel any pressure at all when she is presenting different options to me. She gave me a lot of other practical advice as well that I would not have thought of by myself. She is always responsive and good with communications and explains everything in a digestible way. This is one of my best decisions and so lucky to have Marilyn looking out for my best financial interest!

5.00 November 2025

Marilyn has been a great help to me in understanding my finances and Superannuation. She has been instrumental in guiding me to organise my finances and Superannuation. She is proficient in her field. Marilyn is always friendly and greets me with a smile. She will always make time to clarify any queries I have. I have recommended her to my family and friends.

5.00 November 2025

We have known Marilyn for the last 5 years. She has helped us with all our superannuation and pension funds

She goes out of her way to help us and meet us. She has been a great help and we are very grateful for her financial advice.