Building and maintaining strong and lasting client relationships has been my focus over the last 16 years in the financial planning industry, by providing consistent holistic quality advice and assistance to clientele in the Mackay region.

Lindsay has 16 years’ experience in the Financial Planning Industry, servicing new and existing clientele in the Mackay & surrounding areas with expertise in the areas of; Financial Planning, Retirement and Estate Planning , Self-Managed Super Funds, Superannuation Advice, Wealth Management and Personal Insurance.

Lindsay is also a Commissioner of Declarations.

Lindsay is fluent in retirement planning and works collaboratively with clients to optimise the most tax-effective financial outcome both prior to and post retirement.

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