Financial Adviser · CALWELL, ACT

Lynette Murray

28 Years experience
Tax advice
authorised
ASIC Registered · ADV 000309332

Lynette Murray is a financial adviser based in Calwell, Australian Capital Territory, with 28 years of experience in the financial services industry. Lynette is currently authorised under Finchley & Kent Pty Ltd. Lynette holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association. Lynette is a member of Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003
Certified Financial Planner
Financial Planning Association
2004
ASX Listed Products Accredited Course (LPAC)
Alpha Structred Investments Pty Ltd
2004
Masters of Financial Planning
University of Southern Queensland
2009
SMSF Specialist Adviser
SMSF Association

Registration History

Jul 2024 - Present Current
Nov 2020 - Aug 2024 Ceased
Managed Discretionary Accounts
Mar 2018 - Nov 2020 Ceased
Managed Discretionary Accounts
ACN 130 288 578 PTY LTD
Mar 2015 - Mar 2018 Ceased
WEALTHSURE PTY LTD
Dec 2010 - Feb 2015 Ceased
Mar 2010 - Nov 2010 Ceased

Source: ASIC Financial Advisers Register