4 Reviews

Jeff Lanyon

Regional Financial Planning

Silver

12 Yrs Experience

Berserker, QLD 4701

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Hi, thanks for stopping by to check me out!

I'm a passionate CQ local with over 14 years of Financial Services experience. I hold an Advanced Diploma of Financial Planning and am currently studying towards a Graduate Diploma in the same field.

I love client interaction and relationships built within the advice process. I work with clients to understand and unearth their lifestyle & financial goals.

With your Best Interests in mind, I provide financial strategies tailored to achieve your desired goals.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Aged Care
Property Investment
Cashflow & Income
Complex Investments
Socially Responsible
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 March 2021

Jeff was extremely helpful in helping me understand my super and investments and explained everything in detail to ensure i understood and re explained if i didnt get it the first time ,i 100% recommend jeff to all those that want someone to be on your side whilst securing a great financial future!!! Mark

4.75 March 2020

I have been receiving professional advice from Jeffrey for a number of yrs now. I am extremely happy with the way Jeffrey takes the time to explain things in a way I can understand. He has demonstrated the ability and knowledge of someone far exceeding his yrs. Jeffrey does not rest on his laurels, I believe he keeps up with current trends in the market place. I feel very confident and safe having Jeffrey as my Adviser.

5.00 March 2020

Jeffrey provided me with easy to understand, sound advice and helped me set up insurance to protect my future. When it came to making a claim, Jeffrey’s assistance ensured the process was surprisingly straight forward.

5.00 March 2020

I feel very confident in Jeff’s experience and knowledge to provide advice that is right for me. Jeff is able to provide advice in a manner that is clear and easy to understand.

Adviser status Silver
Rating 4.94
Number of reviews 4
First year providing advice 2012
Years of experience 12
Highest qualifications
- Advanced Diploma of Financial Planning
- Diploma of Financial Planning
Language spoken
- English

Regional Financial Planning

69 High St
Berserker, QLD 4701

8:00am – 6:00pm Monday, Wednesday, Friday
8:00am – 7:00pm Tuesday, Thursday

Bombora Advice Pty Ltd

AFSL 439065

Jeff Lanyon

Regional Financial Planning

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Regional Financial Planning

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Bombora Advice Pty Ltd