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 8
  • 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