Infocus Maryborough

263 Albert Street,Maryborough, QLD, 4650

phone 07 4123 1466

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Our team

David Winnett
Senior Financial Adviser
David is a Senior Financial Planner & Principal of Infocus Money Management Maryborough.  He has had over 29 years in the financial services industry, specifically as a financial adviser since 2002.  He was awarded the internationally recognised Certified Financial Planner qualification from the Financial Planning Association in 2006.

David’s passion is partnering with clients to identify and implement strategies to assist them achieve their financial & lifestyle goals.  His personal approach to financial advice has seen David build strong, long term relationships with his clients based on trust & integrity.

David advises new & existing clients in the areas of retirement planning, superannuation & general wealth creation strategies.

Lyndal Winnett
Financial Adviser

Lyndal believes that a cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Therefore, a personalised service is essential when matching clients with the right financial products and services.

With over 28 years in the financial services industry, Lyndal takes pride in her commitment to professionalism and the belief that cooperative development of unique, personal goals forms the foundation of any strong financial plan. Of those 28 years, Lyndal has been a Financial Planner since 1995. She completed her Associate Diploma of Business in 1993 and then went on to complete her Bachelor of Business in 1997, followed by her Diploma of Financial Planning at Deakin University in 2001.

 

 

Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

MIS AGRI

TASA Services