Experience

Over the past 21 years Lyn has specialised in helping people do the things they want to do in life.   Making sure the risks they face in everyday life are addressed and protection provided where possible.

Helping to be smarter with their money, through education and strategic planning.  Eventually leading everyone into comfortable retirements.

Lyn has a vast knowledge and experience in small business, corporate business, and not for profit organisations.   Lyn has sat on many boards and currently chairs a not for profit aged care and village living facility in Mildura.

Her corporate governance and small business experience is invaluable when giving complex advice.

Qualifications

A qualified Financial Planner with a Masters in Applied Finance, Member of Australian Institute of Company Directors. Lyn is a member of the AFA and a registered Tax Practitioner.

Financial Services Guide (FSG)

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Fortnum Private Wealth. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details view Financial Services Guide.

Authorised Representative of
Fortnum Private Wealth
ABN 54 139 889 535 AFSL 357307