Financial Adviser · GOSFORD, NSW

Belinda Lynch

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 001236849

Belinda Lynch is a financial adviser based in Gosford, New South Wales, with 17 years of experience in the financial services industry. Belinda is currently authorised under Aware Financial Services Australia Limited. Belinda 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 of Australia (FPA). Belinda is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2008
LEGL1001 Foundations of Law
The University of Newcastle
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Master of Commerce (Financial Planning)
University of Western Sydney
2016
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
TFA Tax for Financial Advising
Kaplan Professional

Registration History

Dec 2019 - Present Current
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Nov 2015 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register