Lynette Murray

Actonfinancialplanning Pty Ltd

Platinum
24 Yrs Experience
Wanniassa, ACT 2903
Sure, I hold the top designation for my profession (Certified Financial Planner) Sure, I'm well qualified (Master of Personal Financial Planning) Sure, I'm experienced (over 30 years in the industry, over 15 years in my speciality) Sure, I can advise on Retirement planning, Tax-effective investing, Personal Insurances & Mortgages...... But what I specialise in is an individual approach to understanding your Money Personality and how that effects your financial decisions, how to work with it, and to harness it to make better financial choices whether that be choosing the right type of loan at the beginning of your financial journey or the right investment to enhance your enjoyment of your retirement.  And I love seeing the results, people passing the 'sleep test' knowing they have the right result for them, and also knowing they have someone working with them on an ongoing basis so they can relax and enjoy the fruits of their labour.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 21
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Actonfinancialplanning Pty Ltd

Unit 5, 43 Comrie Street
Wanniassa, ACT 2903

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Capitalwise Financial Services

AFSL 478766

4.80
21 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.70
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 21

Sort by

5.00

"Lynette is friendly and welcoming. She speaks knowledgeably of the financial industry and puts her clients first. I was very impressed with her experience and approach and would be happy to recommend her to friends and family."

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

"Very competent management of finances, with all advice carefully tailored to individual circumstances."

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

"Lynette is very friendly, frank and helpful. Her professional knowledge and experience is much appreciated by us and gives us confidence in her advice."

  • Government Assistance
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lynette has been our adviser for many years and we feel confident with her eye on our finances. She has followed the changes in our circumstances and adjusted our portfolios accordingly always with the personal touch that is so important. Any questions over the phone or by email are answered promptly and by someone who knows who we are."

  • Government Assistance
  • Aged Care
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Lynette handles you as though you were her only client therefore you feel confident and special. She has guided us through the ups and down of financial turbulence with aplomb."

  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have recommended Lynette to family and friends."

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

"We find Lynette always goes above and beyond to keep us advised and up to date. During fluctuations or volatility in the market her wealth of knowledge and calm demeanor are very reassuring."

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

"We have complete confidence and trust in Lynette and know she really cares about our future. Her staff are friendly, professional and welcome our visits with great warmth. Her business premises are easily accessed with parking facilities and the interior is spacious and tastefully decorated We would strongly recommend her to family and friends."

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

"I find Lynette most professional in all aspects of financial matters and have felt very comfortable and trusting with her abilities and advice. I also find Lynette always takes a personal interest in me and my family."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Lynette is incredibly trustworthy and experienced. She's perfect for us with substantial investments with a desire for medium risk and investment strategies that are socially and ecologically responsible. She's a super kind person and not an aggressive investor also."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

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
  • Expat Finance
  • Socially Responsible
  • 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
2004

ASX Listed Products Accreditation (LPAC)

Level
0 - Training / Exam / Other
Institution
Alpha Structured Investments
Completed
2004

Master of Financial Planning

Level
9 - Masters Degree
Institution
University of Southern Queensland (USQ)
Completed
2004

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2009

Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate

Financial Brokers Association of Australia (FBAA)

Membership type
Member
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