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Lindsay Richardson

Lindsay Richardson

Financial Adviser

Morgans Financial Limited
Mackay, QLD 4740

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About

Lindsay Richardson is an ASIC-registered financial adviser based in Mackay, Queensland, dedicated to helping clients achieve their financial goals with personalised and comprehensive advice. Lindsay's extensive qualifications include an Advanced Diploma in Financial Services (Financial Planning), a Diploma in Financial Services (Financial Planning), RG146 accreditation in Margin Lending and Geared Investments, a Master of Financial Planning, and certification in Ethics and Professionalism in Financial Advice. As a member of the Financial Advice Association of Australia (FAAA), Lindsay adheres to the highest ethical and professional standards. Lindsay is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. This allows Lindsay to create tailored strategies to meet each client's unique needs and circumstances. Key services offered include: • Superannuation advice • Wealth management strategies • Insurance solutions • Investment advice • Retirement planning Ready to take control of your financial future? Contact Lindsay today to schedule a consultation and discover how personalised financial advice can make a difference.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Government Debt Securities Superannuation advice Retirement planning Wealth management Investment strategies Insurance solutions

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000317873

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Lindsay Richardson provide?

Lindsay Richardson specialises in superannuation advice, wealth management, insurance solutions, investment advice, and retirement planning. He can help you create a tailored financial plan to achieve your specific goals.

What are Lindsay Richardson's qualifications and experience?

Lindsay holds an Advanced Diploma and a Diploma in Financial Services (Financial Planning), RG146 accreditation in Margin Lending and Geared Investments, a Master of Financial Planning, and certification in Ethics and Professionalism in Financial Advice. He is also a member of the Financial Advice Association of Australia (FAAA).

How does the financial planning process work with Lindsay Richardson?

The process begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Lindsay then develops a personalised financial plan, implements the strategies, and provides ongoing reviews to ensure you stay on track.

What can I expect from a consultation with Lindsay Richardson?

During a consultation, you can expect a thorough discussion about your financial circumstances, a clear explanation of potential strategies, and a transparent overview of fees and charges. Lindsay is committed to providing honest and objective advice.

Does Lindsay Richardson work with SMSFs?

Yes, Lindsay is qualified to provide advice on superannuation, which includes strategies suitable for Self-Managed Super Funds (SMSFs).

Get in Touch

Contact Lindsay directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.