Marilyn Lin

Bridges Financial Services Pty Ltd

Platinum

18 Yrs Experience

Sydney, NSW 2000

About Marilyn
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I am a Certified Financial Planner (CFP®) with nearly 2 decades of experience specializing in Retirement planning, Superannuation, Social Security, Tax and Investment Strategies, SMSF, Defined benefit and Personal Insurances. I hold Bachelor of Business degree and a Certified Practicing Accountant (CPA) designation.

I started with AMP Financial Planning in 2007 and later joined Commonwealth Bank Financial Planning and worked there for more than a decade. I now work for Bridges Financial Services. I pride myself on building lasting relationships with my clients, understanding their needs, and providing tailored solutions to meet their goals. I always put myself in my clients’ shoes and provide the most appropriate strategies to achieve the best possible outcome for my clients.

When not advising clients, I enjoy playing tennis, swimming, bush walking and travelling with my family.

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 February 2025

Marilyn has been my adviser for the past 3 years. She has been confident, knowledgeable and sincere. With her help, I have peace of mind knowing that my finance and retirement are being well looked after. Her care is not only professional but also on a personal level which gives me confidence and trust her fully with my financial future. I wholeheartedly would recommend Marilyn to anyone wants seeking financial advice and security because she will have your best interest in heart.

5.00 January 2025

Marilyn communicates regularly by phone, email and personal contact, giving me clear instructions and updates. She has a friendly and welcoming manner and is quite knowledgeable about financial matters. I am very content with her advice and attention.

5.00 January 2025

Marilyn is an exceptional financial adviser who combines professionalism with deep expertise. She takes the time to understand her clients’ unique needs and crafts tailored financial plans without any pressure to purchase specific products. The advice and strategies she provided for us were both practical and effective. Moreover, her commitment to being accessible and responsive is truly commendable. I have complete confidence in recommending Marilyn to anyone seeking a trusted adviser.

5.00 November 2024

Marilyn opened my mind to different avenues to make my super and investments best work for me. My investments have now be reconfigured which will reduce my tax and also increase my profit. Marilyn took the time to explain the changes in a way I could understand & I am extremely happy with her service.

5.00 October 2024

I am appreciative of the advice given knowing that it is based on experience and integrity. She has offered me a great sense and certainty as I transition to retirement. I look forward to the on-going relationship (with confidence!). I unreservedly recommend Marilyn for financial advice.