Lynette commenced working with Wakefield Partners in 2004, in an office/service manager role and obtained her Advance Diploma in Financial Planning with Kaplan in 2017.
Lynette is a Financial Adviser and has extensive practical experience with Estate Planning and Administration, Portfolio Management and Securities/Equities. She specialises in Estate Administration and assists clients to distribute assets according to their loved ones wishes. Her experience enables her to provide advice on most areas of financial and investment planning.
Lynette’s goal is to provide high quality advice to clients in the form of an individually tailored solution that fully addresses each client’s particular situation and needs.
In her spare time, Lynette enjoys spending quality time with her family and friends, travelling and getting away to Port Elliot.