Linda Tellis

LT Financial Advice

Gold
10 Yrs Experience
Hurstville, NSW 2220
My goal as an advisor is to guide my clients, helping them save, grow and preserve their wealth with sound advice, tailored investment strategies and personalised service.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 18
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

LT Financial Advice

4-8 Woodville St
Hurstville, NSW 2220

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232

4.90
18 Reviews
5
4
3
2
1
4.95
Clear communication
5.00
Knowledge & expertise
4.95
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 18

Sort by

5.00

"By far the best financial planner that I have come across. Very patient and puts the client's interest before anything else. She explains things in simple terms. Thank you Linda"

  • Superannuation
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Top Adviser"

  • Government Assistance
  • Managing Debt
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Linda provides sound financial advice and keeps us updated on any changes to rules, policies and investment opportunities. Linda always performs in a professional manner but with a personal touch. I would highly recommend Linda to my family and friends."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Linda is very tentative and empathetic when dealing with my queries. I fully understand when she is explaining the accounts etc. i have the highest regard and respect for her taking care of me."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Linda is very easy to talk to and explains things well. She has a good understanding of the investment scene."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Linda has always been a great help even replying to our e-mails whilst at a wedding overseas. Excellent service from a very well informed and excellent advisor. A credit to your organisation Peter & Shelley Tough"

  • Government Assistance
  • Superannuation
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Linda is the most experienced and capable Financial adviser as far as I am concerned. At times things have become difficult for me but it is no problem for Linda to come to the rescue. I wish Linda was my Financial Adviser prior to the GFC."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I find Linda to be very helpful, knowable and professional in all her dealing with me. Valmae 2640"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I would rate Linda 15 out of 10. Linda is efficient and skilled in her work. She has a very genuine caring attitude, which is especially appreciated by older clients like me. Linda has lifted a weight from my shoulders as I can confidently leave the management of my financial affairs in her capable hands."

  • Government Assistance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Linda is friendly, knowledgeable and professional at all times. She take the time to understand what her clients need and wants, to achieve and strives to help achieve them."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

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

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Margin Lending

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Linda's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Linda able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Linda's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Linda to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Linda?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Linda provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Linda may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Linda Tellis
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens