Financial Adviser
· WANGI WANGI, NSW
Lynda Joanne Middleby
No disciplinary history on record with ASIC
WANGI WANGI,
NSW
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000295746
Practice
Wangi Wangi, NSW (practice address on ASIC register)
Licensed through Alliance Wealth
About Lynda Joanne Middleby
Lynda Joanne Middleby is a financial adviser based in Wangi Wangi, New South Wales, with 21 years of experience in the financial services industry since 2005. Lynda works at Coastline Properties, which is licensed through Alliance Wealth. Lynda holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lynda's qualifications include a Bachelor Commerce from University of Newcastle.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor Commerce
University of Newcastle
2005
Diploma Financial Services (Financial Planning)
Financial Services Training & Assessment Pty Ltd
2008
Advanced Taxation Planning
Pinnacle
2009
Self Managed Superannuation Funds
FSTA