Financial Adviser · HAMILTON, QLD

Mary Lynette Eddy

HAMILTON, QLD
23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000238014
Practice
Hamilton, QLD (practice address on ASIC register)
Licensed through Alliance Wealth

About Mary Lynette Eddy

Mary Lynette Eddy is a financial adviser based in Hamilton, Queensland, with 23 years of experience in the financial services industry since 2003. Mary works at Lyn Eddy Financial, which is licensed through Alliance Wealth. Mary holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mary's qualifications include a Advanced Diploma of Financial Planning from Monarch Institute. Mary is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2001
Diploma of Financial Planning
Deakin University VIC
2009
Company Directors Course
Australian Institute of Company Directors
2010
DPML Margin Lending
Pinnacle Financial Services Academy
2010
Financial Essentials SMSF Adviser Education Program
Financial Essentials Pty Ltd
2015
Advanced Diploma of Financial Planning
Monarch Institute

Registration History

Nov 2019 - Present Current
AIW DEALER SERVICES PTY LTD
Jun 2015 - Nov 2019 Ceased
LIFE ASSETS PTY. LTD.
Jan 2013 - Jun 2015 Ceased
Aug 2010 - Dec 2012 Ceased
Oct 2003 - Jan 2010 Ceased

Source: ASIC Financial Advisers Register