Financial Adviser · LOCKLEYS, SA

Lynda Monique Sexton

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001264150

Lynda Monique Sexton is a financial adviser based in Lockleys, South Australia, with 8 years of experience in the financial services industry. Lynda is currently authorised under Oreana Financial Services Pty Ltd. Lynda 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 Bachelor of Business (Accountancy) from University of South Australia. Lynda is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1991
Bachelor of Business (Accountancy)
University of South Australia
1993
Chartered Accountant (CA)
Chartered Accountants Australia and New Zealand
1994
Professional Year Programme
Chartered Accountants Australia and New Zealand
2017
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Sep 2021 - Present Current
May 2018 - Sep 2021 Ceased
Superannuation does not include SMSF advice

Source: ASIC Financial Advisers Register