The Financial Planning Association of Australia The Financial Planning Association of Australia

Lyle Greig, CFP®

Name Lyle Greig, CFP®
Company Bridges Financial Services Pty Ltd (part of IOOF Group)
Address Level 5
8 Woodville Street
Hurstville, NSW 2220
Phone 02 95703222

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
* Stockbroking
* 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.

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