Lyle Weir
Financial Adviser
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About
Lyle Weir is an ASIC-registered financial adviser dedicated to helping individuals and families in Frankston and across Victoria achieve their financial goals. With a Bachelor of Commerce from Deakin University (1996) and a Graduate Certificate in Financial Planning from the Securities Institute of Australia (2001), Lyle has built a strong foundation of knowledge and expertise. As a Certified Financial Planner (CFP) since 2004 and a member of the Financial Advice Association of Australia (FAAA), Lyle adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He holds expertise in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Lyle provides tailored advice in the following key areas: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Whether you are planning for retirement, seeking to grow your wealth, or protecting your family's future, Lyle can provide you with the expert guidance you need. Contact Lyle today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What financial planning services does Lyle Weir offer?
Lyle Weir provides comprehensive financial advice, including superannuation advice, retirement planning, wealth management, and insurance solutions. He can help you create a tailored plan to achieve your financial goals.
What are Lyle Weir's qualifications and experience?
Lyle holds a Bachelor of Commerce from Deakin University, a Graduate Certificate in Financial Planning, and is a Certified Financial Planner (CFP) with membership in the Financial Advice Association of Australia (FAAA). He has been providing financial advice since 2001.
How does Lyle Weir develop a financial plan for clients?
Lyle begins by understanding your current financial situation, goals, and risk tolerance. He then develops a personalised financial plan tailored to your needs, which he regularly reviews and adjusts as your circumstances change.
What can I expect during my first meeting with Lyle?
During your initial consultation, Lyle will discuss your financial goals and objectives, gather information about your current financial situation, and explain his approach to financial planning. This is an opportunity for you to ask questions and determine if Lyle is the right fit for you.
What types of insurance advice can Lyle offer?
Lyle is authorised to provide advice on a range of insurance products including Investment Life Insurance and Life Risk Insurance. He can help you determine the appropriate level of cover to protect you and your family.
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