Lynde Adams

Mulcahy & Co Financial Planning

Bronze
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 Bronze
  • 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