Meet our team

lyn eddy

Business owner

Lyn Eddy Financial is essentially one of the new breed making full use of modern technology.  All correspondence and paperwork is scanned directly into the specific secure financial planning software making the need for even a filing cabinet redundant. Lyn works online or by phone with her experienced team members who all work remotely from their home based offices in Brisbane. Lyn also networks online and by phone with Marilyn Brayshaw, the independent lending and mortgage expert.

Lyn Eddy Financial

Lyn Eddy now runs her own financial advice business, after working at the highest level in three financial planning businesses over the past 20 years.

 

Her experience is comprehensive; it includes ten years as a Senior Planner/Manager and director of a boutique Australian Financial Services Licensee (AFSL), several years as a salaried adviser with Australia’s largest financial planning group (AMP Financial Planning) and three years with a small Brisbane-based self-licensed financial planning business.

 

Lyn’s experience also draws on an Advanced Diploma of Financial Planning, is an Associate Member of the Financial Planning Association (FPA), a member of the Association of Financial Advisers (AFA) and a Graduate Member of the Australian Institute of Company Directors (GAICD). Lyn also has a Certificate IV in Financial Services (Mortgages/Finance Broking).

Marilyn Brayshaw

Principal Mortgage Consultant

Marilyn Brayshaw has recently launched Astute Mooloolaba after a long tenure as a State Executive Manager for Mobile Lending with Australia’s largest Bank.

 

Astute Mooloolaba is a perfect fit with Lyn Eddy Financial.  Like Lyn, Marilyn builds solid working relationships with her clients and helps them to achieve their financial goals. Her ability to connect with all people at all levels ensures that she can use her exceptional lending knowledge to understand their ever changing and unique needs, and match the right solutions in a clear, precise and easily understood way.

 

Marilyn has had an extensive and impressive career in banking and finance spanning almost 25 years. She holds a Diploma in Finance and Mortgage Broking Management and a Certificate IV in Finance and Mortgage Broking. She is also a member of the Mortgage and Finance Association of Australia (MFAA).

 

Ph:  0414 789 665

marilyn.brayshaw@astutefinancial.com.au

A robust network of consultants

Personal, professional financial advice

The desire to establish her own financial advice business was borne from a feeling of professional frustration that, working on others’ terms, she was not able to provide the personalised service and individual attention that she felt her loyal clients deserved.

 

Lyn Eddy Financial comes to you.  Lyn visits her clients at their homes, workplaces or other convenient locations for their initial discussions and ongoing review meetings.  Lyn is able to advise individuals, families, trusts, superannuation funds, estates and business owners.

 

Most new clients to Lyn Eddy Financial have been referred by one of her existing clients, or various professional associates such as an Accountancy firm, lawyers, mortgage brokers in Qld and NSW and a Queensland-based general insurance broker.

 

By networking with these other associated professionals, Lyn provides a truly holistic approach to confidently meeting her clients financial and lifestyle needs.

Laura eddy

Client Service manager 

Laura has a Diploma of Financial Planning and is currently furthering her formal education by undertaking additional studies in the financial services arena.

 

With her high-level administration experience, excellent communication skills and attention to detail, Laura brings an honest and caring approach to the clients of Lyn Eddy Financial.  Laura works closely with Lyn, attending most advice and review meetings and enjoys getting to know each client.

 

As Laura is the first point of telephone contact, this means clients will be greeted by a familiar voice with a welcoming and friendly manner.  

Laura assists with the initial research and implementation of the advice strategies as well as ensuring the ongoing service standards of all clients are met.

 

a solid and experienced team at your service

Danielle Bartrop

Paraplanner

With over 15 years’ experience in Financial Services, Danielle provides high level paraplanning services to Lyn Eddy Financial. Her previous role as a Compliance Officer means she has an depth knowledge and understanding of the legislative requirements of Financial Planning.  Her love of helping people ensures that every advice document is specifically and carefully structured to the objectives of each individual client.

 

Danielle is married and has 3 children. When she’s not working or spending time with her family, she loves to keep fit.

 

Philip Burke

IT Manager

Philip has spent most of his working life helping people with modern technology.  While this was originally in the area of customer service in sound and media, he progressed to information technology approximately 4 years ago; after completing the required tertiary education.  

 

Philip has provided high level technical support for Lyn Eddy Financial since before the business began official operations.   He has been the integral driver of the design, sourcing and implementation of the business IT infrastructure. 

 

His brief to deliver a functional and efficient platform placing a strong emphasis on security and integrity of data was successfully delivered, and is being monitored by Philip on a daily basis.  He successfully ensured that all client records are password protected with backups to external drives occurring daily, and cloud backups happening every 15 minutes.  This ensures that data is up to date and is easily retrievable in the case of an unforeseen breach of security.

 

Laura 

eddy

Client Service Administrator 

About Us

 

Lyn Eddy runs her own financial advice business, after working at the highest level in three financial planning businesses over the past 20 years.

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Contact Us

 

PO Box 644 Hamilton Central QLD 4007

 

Call us today:

(07) 3868 3287

OR

0412 710 119

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General Advice Warning

 

The information/advice provided in this website is general advice only. It has been prepared without taking into account any person's individual objectives, financial situation or needs.

 

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Alexmar Pty Ltd ABN 34 131021808 trading as Lyn Eddy Financial is an authorised representative of AIW Dealer Services Pty Ltd (AFSL 414256).

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Call us today: (07) 3868 3287 or 0412 710 119