Lindsay Richardson

Morgans Financial Ltd

Platinum
15 Yrs Experience
Mackay, QLD 4740
Building and maintaining strong and lasting client relationships has been my focus over the last 16 years in the financial planning industry, by providing consistent holistic quality advice and assistance to clientele in the Mackay region. Lindsay has 16 years’ experience in the Financial Planning Industry, servicing new and existing clientele in the Mackay & surrounding areas with expertise in the areas of; Financial Planning, Retirement and Estate Planning , Self-Managed Super Funds, Superannuation Advice, Wealth Management and Personal Insurance. Lindsay is a member of the Financial Planning Association (FPA) and a Commissioner of Declarations.

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 7
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Morgans Financial Ltd

47 Sydney St
Mackay, QLD 4740

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Morgans Financial Ltd

AFSL 235410

4.95
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.85
Knowledge & expertise
4.85
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

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5.00

"We have been fortunate in having Lindsay as our financial adviser for many years. During this time she has always been available when we have needed her help. She always gives us her full attention at our appointments. She has all her recommendations in an understandable clear written format She always explains fully her recommendations We feel through her knowledge and research our finances are in good hands."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lindsay has given advice to my wife and I on investments that will give us a return on our money of around 4-6%. We are looking forward to continuing working with her in the future as we believe we will receive Lindsay's full care and attention with prompt replies to our requests."

  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"'Lindsay has given me advice in areas including loan products, self managed super funds and managing debt. Lindsay was usually able to explain things to me in a clear way. Through Lindsay's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Lindsay's full care and attention when I needed it. 'Lindsay also breaks the info down so it can be understood by all."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lindsay has given us advice in all areas mentioned. Lindsay has always explained things to us in a clear way. Through Lindsay's knowledge and experience, we feel very confident that the advice given was right for our needs. We always receive Lindsay's full care and attention."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lindsay has been instrumental in helping us achieve our short term share strategy and has provided excellent advice on our longer term goals. Lindsay takes the time we need to make sure we fully understand the advice she is providing. Lindsay is available when we need advice and with her investment knowledge is providing us with a growth strategy at competitive rates. Lindsay's friendly manner and professional attitude has made us feel comfortable as we move into a different and challenging change to our personal investments."

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

"Lindsay has given us advice in areas of Superannuation, Retirement and Pensions and Investments. Lindsay explained all the queries that we had regarding our transitioning to retirement and what needs we would require for this to be successful now and in the coming years. Through Lindsay's knowledge and experience we are very confident that the advice she has given to us was right for our needs. We have always received Lindsay's full care and attention when required."

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

"Have a great understanding of my situation and offered me advise accordingly."

  • Superannuation
  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2018

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
ThreeSixty
Completed
2008

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
ThreeSixty
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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