LYNDA JOANNE MIDDLEBY

Financial Adviser ยท Wangi Wangi, NSW

Registered

Registration Number

000295746

Registration Status

Registered

Location

Wangi Wangi, NSW 2267

Providing Advice Since

2005

Registration Date

11/03/2016

Financial Services Licensee

ALLIANCE WEALTH PTY LTD

Licence #000449221

๐Ÿ“š Qualifications & 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

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.