Marilyn Brayshaw 0414 789 665
With an extensive and impressive career in banking and finance spanning almost 25 years, Marilyn has recently launched Astute Mooloolaba. During her long tenure as a State Executive Manager for Mobile Lending with Australia’s largest Bank, she became a highly-awarded lending and management professional.
As a Sunshine Coast local for 20 years, the opportunity to not only work closer to home, but with her already loyal clients and strong referral network, made it an easy to decision to move into her own business.
Marilyn is focussed on building solid working relationships with her clients and helping them to achieve their financial goals. Her ability to connect with all people at all levels ensures that she can use her exceptional lending knowledge to understand their ever changing and unique needs, and match the right solutions in a clear, precise and easily understood way.
Marilyn holds a Diploma in Finance and Mortgage Broking Management and a Certificate IV in Finance and Mortgage Broking. She is also a member of the Mortgage and Finance Association of Australia (MFAA).
Lyn Eddy 0412 710 119
With a background in financial services spanning over 25 years, Lyn has worked as a Senior Financial Planner since 1998.
Lyn thoroughly enjoys meeting existing clients as well as making time for new clients, and says that she derives most satisfaction from helping her clients achieve their lifestyle and financial goals. She says that the main criteria for an effective relationship with clients, is the process of building trust and rapport, and being able to communicate with clients in a meaningful way. Her main areas of technical expertise are in relation to:
- Goal setting
- Pre and post retirement planning (including TTR strategies)
- Debt recycling
- Wealth accumulation (using non-geared and geared strategies)
- Centrelink issues
- Superannuation (including SMSF’s)
- Personal insurances
- Business structures and insurances
- Estate planning
Lyn has an Advanced Diploma of Financial Planning, is an Associate Member of the Financial Planning Association and is a Graduate of the Australian Institute of Company Directors. Lyn also has a Cert IV in Financial Services (Mortgages/Finance Broking).
Astute Mooloolaba refers Financial Planning customers to AIW Dealer Service authorised representative Lyn Eddy.
Lyn Eddy and Alexmar Pty Ltd T/As Lyn Eddy Financial are Authorised Representatives of AIW Dealer Services Pty Ltd ABN 59 153 322 420 | AFSL 414256