Linda Tellis
Financial Adviser
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About
Linda Tellis is an ASIC-registered financial adviser based in Miranda, NSW, dedicated to helping individuals and families achieve their financial goals. With a career spanning over 15 years in the financial services industry, Linda possesses a comprehensive understanding of financial planning principles and strategies. She holds a Diploma of Financial Services (Financial Planning), DPML Margin Lending, an Advanced Diploma of Financial Services (Financial Planning), CPA Australia Program certification, Self Managed Superannuation Funds accreditation, an Accredited Listed Product Adviser Program certification, and a Graduate Diploma of Financial Planning. Linda is also a proud member of the Financial Advice Association of Australia (FAAA). Linda is authorized 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. This broad authorization allows her to create tailored financial solutions to meet each client's unique needs and circumstances. Linda's key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need advice on protecting your assets, Linda is here to guide you every step of the way. Contact Linda today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What services does Linda Tellis offer?
Linda Tellis provides comprehensive financial advice, including superannuation advice, retirement planning, wealth management, insurance solutions, and investment advice. She tailors her services to meet each client's unique needs and financial goals.
What are Linda Tellis's qualifications and experience?
Linda holds a Diploma of Financial Services (Financial Planning), DPML Margin Lending, an Advanced Diploma of Financial Services (Financial Planning), CPA Australia Program certification, Self Managed Superannuation Funds accreditation, an Accredited Listed Product Adviser Program certification, and a Graduate Diploma of Financial Planning. She has over 15 years of experience in the financial services industry.
What is the process of working with Linda Tellis?
The process begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Linda will then develop a personalized financial plan, implement the plan, and provide ongoing reviews and adjustments as needed.
What can I expect from a financial planning session with Linda Tellis?
You can expect a thorough and professional assessment of your financial situation, clear and understandable advice, and a collaborative approach to developing a plan that aligns with your goals. Linda will empower you to make informed decisions and take control of your financial future.
Does Linda Tellis provide advice on insurance?
Yes, Linda provides advice on various types of insurance, including Investment Life Insurance and Life Risk Insurance. She can help you assess your insurance needs and find the right policies to protect you and your family.
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