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 TEAM OF PROFESSIONALS
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 provides a "one stop" financial service with the introduction of an inhouse mortgage and finance service.
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
FINANCIAL PLANNING ASSOCIATE
Laura has a Diploma of Financial Planning and a Cert IV in Mortgage and
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 new advice appointments and review meetings and enjoys getting to know each client.
Laura manages all the existing client product research process (investments, superannuation and personal insurances). and collates the data into our planning software. She also undertakes the research and quotes for new personal insurance policies and publishes Statements of Advice for clients. Laura already has a Diploma of Financial Planning and is intending to progress on with an Advanced Diploma in the near future. Laura is passionate about providing excellent client service, and has established an excellent rapport with all clients.
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.
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.
Lyn established her bespoke financial planning business in 2015 after having been involved in a partnership and working within larger financial corporations.
She found that it was almost impossible to provide the appropriate level of personalized service and advice to her clients in these environments.
Lyn’s business has been tremendously successful. It has grown organically and is built on personal referrals. These are mostly from existing clients, but also from an Accounting business in Brisbane, four mortgage brokers and a Brisbane solicitor.
Team members generally work from home but can also attend the rooms in Hamilton. It is this flexibility that makes Lyn Eddy Financial an employer of choice in an otherwise very competitive field.
Working with her family members in the business, Lyn is very proud that her family is able to assist your family in providing truly comprehensive and bespoke financial advice.
As well as being highly qualified in Financial Planning and Company Directorship, Lyn is undertaking additional study as per the FASEA requirements and will add a post graduate qualification to her post-nominals in the next couple of years.
Lyn Eddy Financial is one of the new breed of businesses 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 Laura, Gavan and Phil to achieve great outcomes for her clients.
Lyn's ASIC Authorised Representative No is 238014.
Call us today: (07) 3368 9085 or 0412 710 119