Meet our team
Lyn Eddy Financial
Lyn Eddy happily operates 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 her Fellow Chartered Financial Practitioner qualification (FChFP) an Advanced Diploma of Financial Planning (Adv DipFP), is an Associate Member of the Financial Planning Association (AFP), 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). Lyn is also an accredited Aged Care Professional.
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 is able to see clients at her rooms or visit 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, Aged Care, 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.
a solid and experienced team at your service
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 offices in Brisbane. Lyn also networks online and by phone with Marilyn Brayshaw, and Laurie Hoppner, the independent lending and mortgage experts.
FINANCIAL PLANNING ASSOCIATE
Laura has a Diploma of Financial Planning and a Cert IV in Mortgage and Finance, and is currently furthering her formal education by undertaking additional graduate 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, paraplanning and implementation of the advice strategies as well as ensuring the ongoing service standards of all clients are met.
Principal Mortgage Consultant
Laurie Hoppner has been in the finance industry for over 31 years with the last 24 years in home lending. For more than 17 years he has been meeting with clients during or after work hours at either their workplace or home.
Laurie is passionate about what he does and takes great satisfaction in helping his clients achieve their home ownership goals. Over 90% of Laurie’s business comes from his loyal clients and personal referrals. Laurie refers his clients to Lyn Eddy for advice on broader financial planning issues such as wealth creation strategies, debt reduction, superannuation, retirement planning and personal insurances.
Laurie says he is a sports nut and an AFL tragic by heart, with his favourite Team being North Melbourne Kangaroos. As a ‘Queenslander’, he also follows the Brisbane Broncos and the mighty Maroons.
Golf is Laurie’s passion and he enjoys the challenges it offers each and every time he tees off, with the main focus of not losing money to his playing partners.
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.
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
Gavan, is a senior paraplanner with over 10 years’ experience in financial planning. He has been working with Lyn Eddy for approximately 5 years and assists with the preparation and financial modelling for a wide range of strategies, superannuation, investment and insurance products. In his spare time, Gavan is a sports tragic, and can happily watch re-runs of Seinfeld, Married with Children and Get Smart for a significant portion of the weekend.
Call us today: (07) 3868 3287 or 0412 710 119