|Name||Lyle Greig, CFP®|
|Company||Bridges Financial Services Pty Ltd (part of IOOF Group)|
8 Woodville Street
Hurstville, NSW 2220
Lyle’s skills are particularly appropriate for clients seeking advice on superannuation, retirement strategies, wealth accumulation, tax-effective investments and personal insurance.
Lyle’s qualifications include a Bachelor of Commerce, a Diploma in Financial Planning and an Associate Diploma in Business. Lyle is a Certified Financial Planner® professional and member of the Financial Planning Association of Australia. He is also accredited to provide specialist advice in the area of self-managed superannuation funds.
Lyle is able to assist clients in the area of:
* Tax-effective investment strategies
* Superannuation strategies
* Redundancy advice
* Retirement planning
* Centrelink entitlements
* Salary packaging
* Life insurance (life, TPD, trauma, income protection, business expenses)
* Aged care
* Estate planning.
Backed by a team of leading research analysts clients have access to a range of leading Australian and international fund managers as well as listed investments.
Lyle is committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service.