Lynde Adams

Mulcahy & Co Financial Planning

Silver
11 Yrs Experience
Mildura, VIC 3500
Customer service has been a part of my life since being raised in a family-run motel business in Mildura. After working in the financial services industry since 1992, I have a passion for ensuring my clients receive advice they can understand.  My clients know I have their best interests at heart and feel comfortable coming to me as a sounding board for many of their life experiences. As a parent and through involvement in business and with my local community, I have an understanding of the needs and the importance of financial planning for families, professionals and small business owners. I am excited and enthused to be part of Mulcahy & Co and am committed to providing quality advice and financial services to new and existing clients.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • 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 Silver
  • Rating 4.85
  • Number of reviews 15
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Mulcahy & Co Financial Planning

126 Lime Ave
Mildura, VIC 3500

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Mulcahy & Co Financial Planning

AFSL 340094

4.85
15 Reviews
5
4
3
2
1
4.95
Clear communication
4.75
Knowledge & expertise
4.75
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 15

Sort by

5.00

"Thank you Lynde for your hard work. I am very happy with your advice and guidance and suggestions. Will be encouraging family to see you as well. Keep up your good work."

  • Superannuation
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Lynde is very helpful in assisting us with our superannuation planning as well as with insurance advice. The information is kept upto date with our changing needs. She gets back to us promptly when we have need advice on specific issues that effect our superannuation or insurance."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Lynde has given us advice on investing our money for our retirement. The advice Lynde gave us was very well explained. Lynde has always answered our calls and emails to answer our questions."

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

"I have absolutely no doubt Lynde is one of the very best in her industry. As part of the ageing process what to do with my nest egg savings and superannuation I found to be quite stressful and as the time got closer to accessing it the more I googled and read about my choices the more confused I got. Lynde's awesome work ethic, excellent product knowledge and caring nature has enabled us to create a port folio that really works well and suits our needs making this whole process a whole lot easier.. Thanx Lynde for your continued efforts and please keep up the brilliant work you and your experienced team do as we really do appreciate it."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have always found Lynde to be very personable, and balanced in her advice. She responds quickly to any enquiries and I would be happy to recommend her to friends and family."

  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Lynde is my knowledgeable friend who knows how to to help me get the best out of my superannuation and my entitlements as a low income person. I’m great full that she has my interests at heart."

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

"Lynde has given us advice in all areas of retirement, agecare, and shareportfolios, and has given it in away that we understand. When we had a problem, she was very accessable, and helpful. Lynde did all the Centrelink, for us so that left us free to enjoy our retirement. Also when we needed to draw down lump sums, she was very helpful, We felt very confident in the way Lynde handled our Portfolio, and her knowledge and experience of super and pension funds, we would recommend her to all people who want advice if they are looking to retire"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Lynde is a very professional person in her role. She has turned my financial position around since I have been dealing with her and I have been dealing with Lynde close to 10 years now. I have recommended Lynde to my family members to get professional advice. I am very happy with her and we do 6 monthly reviews."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Lynde is very professional as our adviser with helping us with what we ask for. She makes our lives easier by coming to us when we need help or our annual check up. If Lynde doesn't know the answer she will find it for as."

  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always feel confident after meeting with Lynde"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 15

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
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2020

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2018

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011
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