Lyall has been involved in the financial planning industry since 2004, spending the first six years within a high net worth, holistic practice in Sydney.
Moving to the Newcastle area in 2010, Lyall has worked as an adviser with a number of wealth management firms, each catering to the needs of different clients until he began his own practice in July 2017.
Lyall’s focus is to provide holistic advice with a view to improving his client’s quality of life through financial strategies and an understanding of what is possible.
Outside of work Lyall spends time with his family enjoying activities such as camping and water sports. He is involved with his Junior AFL club, where both his children are players.
I've been a client of Lyall's since 2017, post a family tragedy he helped me sort out my financial situation, he was/is patient and went above and beyond. He assisted me with matters both personal, financial and even steered me in the right direction in legal matters - I was/am truly lucky to have him in my corner. He is there to take a phone call/meeting to answer my questions and guide me through my financial journey - nothing is ever to much trouble. I have found him to be professional, reliable and trustworthy and would/have recommended him to others.
Having worked in the Financial Services industry, when it came to retirement, we needed to have someone we could trust, who was knowledgeable, put their client's needs first, listened to us, and also was able to explain the strategies in such a way that we both understood. From our very first meeting with Lyall, both my husband and myself were very impressed by his professionalism, and his ability to listen to our needs and answer our questions in such a way that both of us understood. We were very confident and comfortable to go ahead with the proposed strategy. We have now been clients for many years, and we are enjoying our retirement as Lyall and his team are helping us achieve our goals. To have someone who is across the ever-changing rules of superannuation, insurance, retirement pensions and Centrelink, is paramount and we know we have this in Lyall. I have no hesitation in recommending Lyall and his team.
Lyall has always shown patience to advise me & assist me to understand on how to best meet my needs financially in retirement. Overtime I have grown to fully trust Lyall & know he has my best interest in place.
I have limited knowledge re my superannuation but Lyall has the ability to put it into terminology that I can understand. He has advised me over the years so that now that I am retired I am financially comfortable.
I have been a client since 2017. I have found Lyall to be patient helping me understand the financial stuff I am not very good with. Lyall is honest and caring with an ability to help me understand about what is best for me. I am not a very trusting person and it surprises me the trust I have in him. I always feel like I am important to Lyall. Thank you Lyall for helping me.
- Adviser status Gold
- Number of reviews 8
- First year providing advice 2007
- Years of experience 16
- Certified Financial Planner (CFP)
Richardson Financial AdvisorySuite 5, 12 King St
Warners Bay, NSW 2282 The Exchange, 98 Macquarie St
Dubbo, NSW 2830
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Capstone Financial Planning Pty Ltd