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