Debbie Lin

Liquidity Pty Ltd

Gold
14 Yrs Experience
Oatley, NSW 2223
I have over 20 years in financial experience as a former Chartered Accountant and now as a Certified Financial Planner. Being an independent adviser means that there are no conflicts of interest when recommending products as part of your personal advice.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 11
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Liquidity Pty Ltd

Suite 4, 89 Mulga Rd
Oatley, NSW 2223

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Pdfp Pty Ltd

AFSL 293538

4.95
11 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"I wanted to have a review of our SMSF and the strategies we had adopted carried out by an independent adviser. We chose Debbie on that basis and were very happy with her Report/Financial Plan with recommendations and reasons for some changes. We are in our 70s and it was reassuring to get an unbiased Statement of Advice on how we could better secure our funds while still earning the income we need. I would have no hesitation in recommending her for anyone needing financial advice."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was in a situation where my mother was suffering from dementia and had to go into care. I was totally ignorant of her financial affairs when I was forced to assume control over them. Deborah was able to streamline this process and uncover much of the information needed while keeping me informed and up to date. I found her help to be invaluable."

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

"Deborah gave me advice on investing and preparing for the future. She was able to create a plan tailored to suit my needs. As a first time investor, I appreciated how thoroughly she explained her recommendations and helped me execute them at every step of the way. I would definitely recommend her to others seeking an adviser!"

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

"Deborah has extensive knowledge in relation to aged care advice. She has been absolutely wonderful in supporting me with financial decisions through a very difficult time. I can't imagine trying to navigate all that is required in relation to aged care entry without Deborah's assistance. She helped me every step of the way. I have already recommended her to a number of people. I highly recommend her services."

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

"Mi self &mi wife got all the information we required"

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

"Deborah is astute and friendly, a pleasure to deal with."

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

"Debbie provided us with concise, informative and knowledgable financial advice that certainly met our expectations and financial needs. All this was provided in a most professional, accomodating and above all friendly manner. A pleasant experience all round."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We can't speak highly enough about Debbie.A work colleague recommended Debbie as a financial adviser prior to our retirement.The advice we have received from her has been first rate,both pre and post retirement. We feel very comfortable with Debbie,and she is always available to answer any questions we may have either by phone or email.Her fees are very reasonable for the quality and care she provides to us."

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

"My wife and I have been seeing Debbie Lin for several years now and are very pleased with the way that she has assisted us with her excellent financial advice and knowledge and especially with her helpful guidance in preparation for our retirement years. We would highly recommend Debbie to anyone who needs highly professional and very practical financial advice."

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

"Debbie is a great adviser - knowledgeable, professional, friendly, and helpful, with a very pro-active approach. Over the years she has been able to offer advice with my changing financial needs and has taken the time to really understand my financial state and which works for me. I feel comfortable about my financial situation after working with Debbie. I would definitely recommend her services.'"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2006

Bachelor of Commerce (Accounting and Finance)

Level
7 - Bachelor Degree
Institution
The University of Queensland (UQ)
Completed
1991

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Mortgage and Finance Association of Australia (MFAA)
Completed
2009

Professional Memberships

Profession of Independent Financial Advisers (PIFA)

Membership type
Member
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