BRIAN LYNCH

About

Brian joined MBA Financial Strategists in 2008 after seven years of running his own successful financial planning practice in Adelaide.

 

Originally from the United States, Brian holds a degree in history and philosophy from Marquette University, Wisconsin, as well as a masters in visual arts from the University of South Australia. One of his favourite quotes is from American novelist Mark Twain: “Plan for the future because that’s where you are going to spend the rest of your life”.

 

He primarily works with pre-retirees and retirees to assist them with all of their retirement planning needs, including superannuation, self-managed super and wealth protection, as well as providing assistance with Centrelink issues and aged care. However his dedication and knowledge sees him providing unique solutions in all facets of financial advice.

 

Brian is also pleased to participate in the AMP Cancer Council Pro Bono Program, assisting cancer patients and families affected by cancer with his financial planning expertise free of charge. Brian is a CERTIFIED FINANCIAL PLANNER® professional and an authorised representative and credit representative of AMP Financial Planning Pty Limited and a member of the Financial Planning Association (FPA). He is also a volunteer board member of not-for-profit organisation Eye Play Sport (formerly Blind in Sport Council).

Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:

2016

Qualifications:

Bachelor of Business, Bachelor of Laws
Diploma of Financial Planning

Financial Adviser Since:

2004

Providing Responsible Investment Advice Since:

2012

  • Superannuation and Retirement Planning
  • Investments/Managed Funds

Bendigo Bank Smart Options super and investment includes: Australian Ethical Australian Shares Fund (Wholesale) – AUG0018AU

  • Australian Ethical Australian Shares Fund
  • Australian Ethical Balanced Fund
  • Australian Ethical Diversified Shares Fund (Wholesale)
  • CFS FirstChoice Wholesale
  • Generation Wholesale Global Share
  • BT Wholesale Property Securities Fund
  • Australian Unity Funds Management Ltd – Altius Sustainable Bond Fund
  • Bendigo Bank Cash Account
  • Perpetual Wholesale Ethical SRI Fund

Emerald Wrap platform

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

Contact Information

Contact: Brian Lynch

Email: brianl@mbafs.com.au

Phone: 08 8357 3999

Website: http://www.mbafs.com.au

Address: 77 King William Road, Unely, SA 5061