Lynette Murray
Financial Adviser
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About
Lynette Murray is an ASIC-registered financial adviser based in Calwell, ACT, dedicated to providing tailored financial solutions to help her clients achieve their financial goals. With a career spanning over two decades, Lynette holds a Masters of Financial Planning from the University of Southern Queensland, is a Certified Financial Planner (FPA), an SMSF Specialist Advisor (SMSF Association), and is LPAC accredited. She is a member of both the Association of Independently Owned Financial Professionals (AIOFP) and the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a broad range of financial products, Lynette specialises in superannuation, insurance, wealth management, and retirement planning. She can also provide expert guidance on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Key services include: • Superannuation advice to optimise your retirement savings • Comprehensive insurance solutions to protect your assets and family • Wealth management strategies to grow your investments • Retirement planning to ensure a comfortable and secure future • Strategic advice on Investment Life Insurance, Life Risk Insurance, Securities and Retirement Savings Accounts. Ready to take control of your financial future? Contact Lynette today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Lynette Murray offer?
Lynette Murray specialises in superannuation advice, insurance, wealth management, and retirement planning. She is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts.
What are Lynette Murray's qualifications and professional memberships?
Lynette is a Certified Financial Planner (FPA), holds a Masters of Financial Planning from the University of Southern Queensland, is an SMSF Specialist Advisor (SMSF Association), and is LPAC accredited. She is a member of the Association of Independently Owned Financial Professionals (AIOFP) and the Financial Advice Association of Australia (FAAA).
What is the process for becoming a client of Lynette Murray?
The first step is to schedule an initial consultation. During this meeting, Lynette will discuss your financial goals, current situation, and risk tolerance. She will then develop a tailored financial plan to help you achieve your objectives.
How can retirement planning with Lynette Murray benefit me?
Lynette can help you create a comprehensive retirement plan that considers your income needs, lifestyle goals, and risk tolerance. She can provide advice on superannuation, investments, and other retirement savings strategies to ensure a comfortable and secure future.
What should I expect during my first meeting with Lynette Murray?
During your first meeting, Lynette will take the time to understand your financial situation, goals, and concerns. She will explain her approach to financial planning and answer any questions you may have. This meeting is an opportunity to determine if Lynette is the right financial adviser for you.
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