Lindsay Richardson
Financial Planner
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
