Lynda Joanne Middleby
Financial Adviser in Wangi Wangi, New South Wales, Australia
Review Lynda Joanne Middleby
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000295746
- Location
- Wangi Wangi NSW 2267
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 11 March 2016
- First provided advice
- 2005
- Qualifications
- Bachelor Commerce, University of Newcastle (1998); Diploma Financial Services (Financial Planning), Financial Services Training & Assessment Pty Ltd (2005); Advanced Taxation Planning, Pinnacle (2008); Self Managed Superannuation Funds, FSTA (2009)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Lynda Joanne Middleby
Lynda Joanne Middleby is a financial adviser in Wangi Wangi, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000295746.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 11 March 2016.
The register records 2005 as the year Lynda first provided financial advice. Qualifications and training on file include Bachelor Commerce (University of Newcastle, 1998), Diploma Financial Services (Financial Planning) (Financial Services Training & Assessment Pty Ltd, 2005) and Advanced Taxation Planning (Pinnacle, 2008).
Lynda is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Lynda Joanne Middleby here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Lynda Joanne Middleby a registered financial adviser?
Yes. Lynda Joanne Middleby is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000295746.
Which licensee does Lynda Joanne Middleby work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Lynda Joanne Middleby give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.