Lindsay is a certified financial planner® with over 20 years' experience in the financial services industry. He has been with RSM Australia Financial Services since 2002.
Lindsay prides himself on offering quality advice and assisting clients to make informed decisions about their risk management, wealth creation and retirement needs.
He provides personalised advice to a wide range of clients and his broad technical knowledge enables him to deliver tailored solutions for individuals and business.
Lindsay provides financial planning services to our clients in Canberra, Goulburn and surrounding regions.
RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282
Solutions Lindsay provides
Lindsay provides professional and tailored advice in a range of areas including:
- wealth accumulation
- superannuation planning
- self-managed super funds
- retirement planning and aged care
- risk management and estate planning
- investment advice and on-going portfolio management
- Financial Planning Association of Australia
- Bachelor of Economics with Honours
- Diploma of Financial Planning
- CERTIFIED FINANCIAL PLANNER®