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.
We have found Lindsay very competent, knowledgeable and efficient. She is a very good communicator and is always approachable and pleasant. We have recommended her to a friend and they are now very happy customers also!
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.
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.
'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.
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.
- Adviser status Platinum
- Number of reviews 8
- First year providing advice 2007
- Years of experience 16
- Master of Financial Planning
Morgans Financial Ltd47 Sydney St
Mackay, QLD 4740
- 8:30am – 5:00pm Monday – Thursday
- 8:30am – 4:00pm Friday
Morgans Financial Ltd