Deborah Lin
Financial Adviser
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About
Deborah Lin is an ASIC-registered financial adviser based in Miranda, NSW, dedicated to helping clients achieve their financial goals through comprehensive and personalised advice. With a Bachelor of Commerce from the University of Queensland (1991), Applied Finance and Investment qualifications from the Securities Institute of Australia (1999), and a Graduate Diploma in Financial Planning (SIA, 2006), Deborah possesses a robust understanding of the financial landscape. Further solidifying her expertise, she holds a Certificate IV in Financial Services (Finance/Mortgage Broking) from the MFAA (2009), completed the 5 Unit CFP Certification Program with the Financial Advice Association of Australia (2013), and stays current with ongoing education, including FPC002B Ethics and Professionalism in Financial Advice (Kaplan, 2019). As a member of the Financial Advice Association of Australia (FAAA), Deborah adheres to the highest ethical standards. Deborah is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Ready to take control of your financial future? Contact Deborah today to arrange 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 Deborah Lin offer?
Deborah Lin specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. She can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Deborah Lin have?
Deborah holds a Bachelor of Commerce, qualifications in Applied Finance and Investment, a Graduate Diploma in Financial Planning, a Certificate IV in Financial Services (Finance/Mortgage Broking), completed the 5 Unit CFP Certification Program, and has completed FPC002B Ethics and Professionalism in Financial Advice.
How does Deborah Lin approach financial planning?
Deborah takes a personalised approach to financial planning, working closely with each client to understand their unique circumstances, goals, and risk tolerance. She then develops tailored strategies to help them achieve their financial objectives.
What can I expect during my first meeting with Deborah Lin?
During your initial consultation with Deborah, you can expect a relaxed and informative discussion about your current financial situation, your future goals, and any concerns you may have. Deborah will explain her approach to financial planning and answer any questions you may have.
Is Deborah Lin a member of any professional associations?
Yes, Deborah is a member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to upholding high professional and ethical standards.
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