Financial Adviser
· MILDURA, VIC
Lynde Adams
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000376129
Lynde Adams is a financial adviser based in Mildura, Victoria, with 15 years of experience in the financial services industry. Lynde is currently authorised under M Group Financial Planning Pty. Ltd.. Lynde 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. Lynde 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
2011
Diploma of Financial Services (Financial Planning)
Kaplan
2014
Advanced Diploma of Financial Planning
Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Securities: Class of product only. SMSF: Not authorised to provide SMSF advice.
ELDERS FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register