Lincoln Holland

Foothills Financial Services

5.00
2 Reviews
Gold
17 Yrs Experience
Lilydale, VIC 3140

Recent reviews

Foothills Financial Services

17 Maroondah Hwy
Lilydale, VIC 3140

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Licensed by

Lincoln Holland Pty Ltd

AFSL 451350

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

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5.00

"Lincoln has done wonders for our families financial future security. He understands individual needs while leveraging big business experience. Couldn't be happier with his support."

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

"Lincoln's knowledge of SMSF is second to none. I have been to a number of advisers and their knowledge was found to be lacking."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

FASEA Exam

Level
0 - Training / Exam / Other
Institution
Financial Adviser Standards and Ethics Authority Ltd (FASEA)
Completed
2020

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2006

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
1992

Master of Business Administration

Level
9 - Masters Degree
Institution
University of New England (UNE)
Completed
1996

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of New England (UNE)
Completed
2014

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
CPA

Institute of Public Accountants (IPA)

Membership type
Associate
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