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Lyn Heaysman MAppFin

Experience

Over the past 21 years Lyn has specialised in providing strategic wealth creation advice, assisting her clients to achieve their specific goals.

Helping clients as they approach retirement to achieve a worry free retirement on their terms.

Making sure her clients are insured against the financial risks we all face as we take on debt during our lifetime, build families and build businesses.

Qualifications

Lyn has her Masters in Applied Finance.

Additional Information

Lyn specialises in assisting clients in the Sunraysia Region to create wealth through self managed superannuation funds, direct share portfolio, managed investments, geared investments and a range of cash investments. Lyn also specialises in the third age financial needs, whether the need is home care advice or aged care advice.

Financial Services Guide (FSG)

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.

This FSG is in Adobe™ Acrobat™ format. If you do not have Acrobat installed, you can download Acrobat by clicking on the icon to the right. Otherwise, click on the download link. Download

Download Adobe Acrobat
Address 93 Pine Avenue Mildura VIC 3500
Phone 03 5021 2212
Email lyn@harvestwealth.net.au