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

Saxon Tindall, AFP®


Name Saxon Tindall AFP®
Company The Lunar Group
Address Level 8 15 Blue Street
North Sydney, NSW 2060
Phone 02 9904 1555

Since completing my Masters of Financial Planning in early 2019 I have been working for Stanford Brown in North Sydney. Prior to my work in Financial Advisory I was a qualified Accountant working in both London and Sydney.I pride myself on hearing the specific needs of each client and responding with the right strategies to best meet their needs now and into the future.Areas of expertise:- Long-term Wealth creation and preservation- Planning for retirement and life after full-time work.- Tax effective investing; including Self-managed Superannuation Funds, Investment Bonds, Proprietary Investment Companies & Family Trusts.

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