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. My role is to deliver information in a way my clients understand and feel comfortable in our interactions.
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.
Lynde provided thorough financial advice and support for both my wife and I with our retirement plan, which covered the transfer of superannuation funds and saved assets. This was undertaken in a way which provided us with confidence and security that our savings would be able to fully supported us through the many years of retirement ahead.
Lynde was extremely helpful with sorting out our super and insurance. She explained things so we could understand and was always upfront and honest with us. She is such a friendly person and we were always very comfortable with her. We were very pleased with the plan she created for us and the outcome. We would recommend her to absolutely anyone.
Lynde was very interested in my situation and was able to explain my options in easily understandable terms. I feel able to relax knowing she has my best interests at heart.
I had a great experience with Lynde organising my superannuation. Lynde is lovely to chat with and very knowledgeable. The process was very good, and I look forward to working with her in the future.
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.
- Adviser status Platinum
- Number of reviews 19
- First year providing advice 2011
- Years of experience 12
- Graduate Diploma of Financial Planning
- Graduate Certificate in Financial Planning
Mulcahy & Co Financial Planning135-139 Tenth St
Mildura, VIC 3500
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Mulcahy & Co Financial Planning