Lindsay Richardson
AFP® MFinPlan Cdec
Financial Planner
Building and maintaining strong and lasting client relationships has been my focus since starting in the Financial Planning industry in 2005, by providing consistent holistic strategic and portfolio management to clientele in the Mackay region.
Lindsay has consistently found success through her effective communication skills and the unique ability to navigate the details. Having extensive experience in the Financial Planning industry, servicing new and existing clientele in the Mackay & surrounding areas. Lindsay has earned the trust and admiration of her clients and peers alike.
Investment Style
Lindsay is fluent in portfolio management and works collaboratively with clients to optimise the most tax-effective financial outcome both prior to and post-retirement. Lindsay's investment style is vast and is tailored to each individuals’ objectives, with a focus on diversification, risk mitigation and sustainable capital growth and income opportunities.
Services and Specialties
Wealth Management
Superannuation Advice
Self-Managed Super Funds
Retirement and Estate Planning
Personal Insurance
Financial Planning
Qualifications and Professional Affiliations
Master of Financial Planning
Self Managed Superannuation Funds
Graduate Certificate in Financial Planning
Margin Lending and Geared Investments
Advanced Diploma of Financial Services (Financial Planning)
Graduate Diploma in Financial Planning
Diploma of Financial Services (Financial Planning)
FPC002B Ethics and Professionalism in Financial Advice
Certificate III in Business Administration
Associations
Financial Advice Association Australia (FAAA)
Competencies
Superannuation
Securities
Financial Planning
Generic
Managed Investments
Margin Lending
Life Insurance
I am employed by Astute Investment Advice Pty Ltd which operates the business of Morgans Financial Limited - Mackay. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
