Lindsay Richardson

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

Financial Planning

Self-Managed Super Funds

Personal Insurance

Retirement and Estate Planning

Superannuation Advice

Wealth Management

Industry Experience

Sectors Covered

Lindsay Richardson's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Master of Financial Planning

Graduate Diploma in Financial Planning

Advanced Diploma of Financial Services (Financial Planning)

FPC002B Ethics and Professionalism in Financial Advice

Margin Lending and Geared Investments

Self Managed Superannuation Funds

Graduate Certificate in Financial Planning

Diploma of Financial Services (Financial Planning)

Certificate III in Business Administration

Associations

Financial Advice Association Australia (FAAA)

Competencies

Managed Investments

Superannuation

Margin Lending

Financial Planning

Life Insurance

Securities

Generic

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.