Lyle Greig

Living Financial Advice

Platinum
19 Yrs Experience
Hurstville, NSW 2220
Lyle Greig is an Authorised Representative of Count Financial Ltd and a principal and director of Living Financial Advice. Lyle has 19 years’ experience in the provision of financial advice. Lyle attained a Bachelor of Commerce (Accounting) with merit from University of Wollongong and a Diploma of Financial Planning from Deakin University. He is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Association of Australia. Lyle is authorised to provide advice in the following areas: •    Deposit and payment products  •    Government debentures, stocks and bonds •    Life products •    Managed investment schemes •    Retirement Savings Accounts •    Securities •    Margin lending, and •    Superannuation.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

Initial introductory telephone chat (15-30 minutes) is at no cost. Initial Discovery Meeting (1 hour) cost is $275. Statement of Advice (Financial Plan) fee ranges from $2,750 to $5,500. Implementation fee ranges from $550 to $2,200. Ongoing Adviser Service fee ranges from $2,640 to $10,670 per year. Our fees will be confirmed after your initial meeting. All fees above are GST inclusive. Fees can be invoiced or where preferably and possible, paid via your investment/superannuation/pension fund.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 97
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Living Financial Advice

Level 5, 8 Woodville St
Hurstville, NSW 2220

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Count Financial Limited

AFSL 227232

4.85
97 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
4.85
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 97

Sort by

5.00

"We are very happy with the services Lyle and his team provide for us. He is very knowledgeable and helpful nothing is a problem for him. We would have no hesitation in recommending his services."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend

Review history

5.00

John, 56 - 65 years, Kirrawee, NSW

"We are very happy with the overall service that Lyle does for us and would happily recommend his services to everyone !"

5.00

"I find Lyle very helpful and I'm confident with his advice."

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lyle has been my investment manager for over six years, he genuinely takes interest in his clients and is always available for advice and investment direction and I would have no hesitation in recommending him to family and friends."

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

"Lyle has been our adviser for many years. Lyle takes the time to listen to your needs and then is able to apply a plan that best suits them. He is professional and up to date with current market trends. I would highly recommend an appointment with Lyle should you be seeking a Financial Planner that will listen and apply a plan to suit your needs. His aftercare service is outstanding."

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

"Lyle is very knowledgeable and I have full confidence in the advice he gives to me for my present needs and also planning for retirement. He explains everything clearly and strives to please. He keeps up to date with current market trends and training. He makes me feel at ease with future financial decisions and plans."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"No issue with Lyle .See answers .-self explanatory"

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

"I would highly recommend anyone to Lyle if it would fit his particular business needs."

  • Superannuation
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always a pleasure dealing with Lyle and his team, cheers"

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

"Lyle understands our retirement needs and is able to best advise me for stable investments of our retirement pension funds. His investment strategy has been working well for us for the past 18 months. I have and will continue to recommend his services to my friends and family as they enter the retirement phase of their lives."

  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Lyle has always explained things in an easy and clear way to me. I have been very happy with lyles services over many years and he has shown me he totally understands my needs."

  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 97

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
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Bachelor of Commerce (Accounting)

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
1999

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2006

Diploma

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

Ethics and Professionalism in Financial Advice - Bridging Course

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

Professional Memberships

The Tax Institute

Membership type
Chartered Tax Adviser

Financial Planning Association of Australia (FPA)

Membership type
Associate
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