Lyle Filer

Direct Wealth Pty Ltd

Platinum
11 Yrs Experience
Cairns North, QLD 4870

I'm invested in providing the very best advice for my clients, I aim to deliver quality service and personalised advice tailored to my clients needs.

My goal is to make sure my clients understand my advice rather than just trusting what I do is right for them, it is about long term relationships and teaching my clients about what is right for them and guiding them to ensure that their financial goals are met or exceeded.

When you sit down with me you won't be sold a product, I go through and find what is right for you and tailor a plan to suit your needs.

I am here to make sure that you are put on the right track and to make sure that as you grow and your needs change so does the service I provide, I make sure that you are looked after every step of the way.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

I don't charge anything to find what I can do for you. My fees depend on how much I can help and how long it will take to implement the advice. You won't be charged any fees that you don't understand and agree to first.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.94
  • Number of reviews 103
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Direct Wealth Pty Ltd

Suite 4, 345 Sheridan St
Cairns North, QLD 4870
209d Given Terrace
Paddington, QLD 4064

Opening hours

  • 8:30am – 5:00pm Monday – Thursday
  • 8:30am – 2:00pm Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221