Lyle has been a registered adviser since 2013 and specialises in holistic financial planning advice.
He aims to provide quality service and personalised advice tailored to his client’s needs that is easy to understand. He prides himself on building long-term relationships with clients and guiding them through the process to meet their financial goals.
Lyle has completed extensive study related to the financial planning industry, including his Diploma of Financial Planning (DFP), Advanced Diploma of Financial Planning (ADFP), Graduate Diploma of Financial Planning (GradDipFP) and Master of Financial Planning (MFinPlan) and SMSF specialist course. He is also a qualified Justice of the Peace (JP Qual).
He understands and respects the importance of education in the financial planning industry and welcomes the new education requirements being enforced.
Authorised Rep 438486