Lionel Wootton-McDonald

Libra Financial Services Pty Ltd

Gold
34 Yrs Experience
Mountain Creek, QLD 4557
Libra Financial Services has been operating since 2001 having worked with individual and corporate clients through a range of business, economic and legislative cycles.  As a team, we offer a combined depth of experience and expertise drawn from working for over 40 years in financial services.  We aim to provide sound financial advice to achieve balance to our clients’ individual circumstances delivered with integrity and quality service. Our focus is on you and what you want. The real value we add for our clients lies in the quality of our advice and strategies focused on achieving real and meaningful outcomes We offer a unique and active approach to investing through a service arrangement that allows you to determine the type & level of services you want. We base our fees on the advice, strategy and services we provide, not on the investments we may manage.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.65
  • Number of reviews 8
  • First year providing advice 1988
  • Years of experience 34
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Libra Financial Services Pty Ltd

15 Coney Court
Mountain Creek, QLD 4557

Opening hours

  • 8:00am – 4:00pm Monday – Friday

Licensed by

Lifespan Financial Planning

AFSL 229892

4.65
8 Reviews
5
4
3
2
1
4.85
Clear communication
4.40
Knowledge & expertise
5.00
Customer care
4.45
Likely to recommend
Showing reviews 1—8 of 8

Sort by

4.75

"We have been dealing with Lionel for many many years and that alone speaks volumes about the faith we have in him as an advisor who has helped us in many aspects. He has always been very generous with his time and delivered on every occasion. He is a man of high integrity. Just recently he has assisted us with matters of dealing with my mother’s estate. Nothing is too much trouble."

  • Superannuation
  • Retirement & Pension
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Lionel has always given me the right advice and is always there to help and guide you with options that benefit me"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lionel has given me advice in areas such as investments, superannuation, insurance, settling my son’s estate and any other are where I have asked for advice. Lionel was always able to explain things to me in a clear way and has always left me feeling confident that the advice given was correct and right for my needs. I always received Lionel’s full care and attention and have recommended to many of my friends."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Lionel has given us advice over many years on all financial matters. He has explained things to us in a very clear and precise manner. Through his advice we are very confident he will continue to do so in years to come. We always receive his full care and attention when it is needed."

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

"Lionel and staff have been professional and helpful in all my dealings. I have been very confident in all advice given"

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

"Lionel has always been there for my wife and myself, and has .always been more than generous with his time. He realises that having come from a rural back ground, finance, super and looking to the future are not our areas of expertise and he makes sure we are clear on the result of any discussion. However, most importantly, we rest easy knowing Lionel's honesty and integrity is above reproach and that we are in the very best of hands when requiring advice. Apart from all that, after many years together Lionel is a good mate."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Lionel has provided me with advice now over a number of years on a range of financial issues re superannuation, estate planning and aged care issues. He has explained things in a very clear manner and I have a,wats received efficient and reliable service from him and his staff."

  • Government Assistance
  • Superannuation
  • Aged Care
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lionel currently looks after my insurances to ensure I am adequately protected should the unexpected occur and I feel confident that my family would be looked after should something happen to me."

  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1998

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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