Your financial adviser is Lynda MacPherson (Authorised Representative No: 000467614).
What Financial Services can we provide?
Lynda is authorised by Akambo Pty Ltd t/a Accountants Private Advice to provide advisory services in all matters related to superannuation, world-wide investments, retirement & estate planning. For further details see Part 1 of the Financial Services Guide.
What qualifications and experience do I have?
I have worked in the accounting industry since 1993. I have a Bachelor of Business (BBus) and Diploma of Financial Planning, am a Certified Practising Accountant (CPA), an SMSF Specialist Advisor in Superannuation (SSA) and am an ASIC registered self-managed superannuation fund auditor.
I have been with Simmonds Le-Fevre since July 1996. In July 2014 I became a principal of the firm.
I have wide experience across all businesses but chose to focus on self-managed superannuation funds some years ago as this is where my passion lies. I enjoy helping clients set up and manage their superannuation funds encouraging them to focus on investment growth, retirement and estate planning. Accountants Private Advice’s financial advisers focus on assisting their clients to build wealth during their working life then specialise in managing it effectively throughout their retirement. They can provide advice on appropriate investment types and structures, risk management and insurance needs, debt reduction strategies, taxation and estate planning.
Accountants Private Advice concentrates on creating, protecting and enhancing the wealth of their clients by providing them with a personalised and superior advisory service. So, if you are looking for specialists in the field of Financial Planning, I would be more than happy to discuss your future requirements.
I am a director of SLF Strategic Advice Pty Ltd - Corporate Authorised Representative No: 000467613 (of Akambo Pty Ltd trading as Accountants Private Advice).
Akambo Pty Ltd trading as Accountants Private Advice AFSL 322056 general advice warning: This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information.
Investment performance – past performance is not a reliable guide to future returns as future returns may differ from and be more or less volatile than past returns.