Financial Adviser
· DULWICH, SA
Lynette Fay Anderson
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001241815
Lynette Fay Anderson is a financial adviser based in Dulwich, South Australia, with 10 years of experience in the financial services industry. Lynette is currently authorised under Wakefield Partners 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 Graduate Diploma of Financial Planning from Kaplan Professional. Lynette 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2016
Diploma of Financial Planning
KAPLAN
2016
Securities and Managed Investments
KAPLAN
2017
Advanced Diploma Financial Planning
Kaplan
2022
Graduate Diploma of Financial Planning
Kaplan Professional
2024
SuperConcepts Specialist SMSF Course
SuperConcepts
Registration History
Source: ASIC Financial Advisers Register