Brian Lynch

Mba Financial Strategists Pty Ltd

Silver
21 Yrs Experience
Unley, SA 5061

Recent reviews

Mba Financial Strategists Pty Ltd

77 King William Road
Unley, SA 5061

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Budgeting

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

5.00
1 Review
5
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Brian has given me good management advice on my superannuation portfolio. He is a very good listener, has been very helpful with advice in organizing my aged pension and deals with Centrelink on my behalf. He is knowledgeable about world markets and how they affect my investments which he explains well. He is in the process of combining two of my superannuation policies into one and has kept me fully informed about it. I feel confident in having Brian as my Financial Advisor."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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