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Contact Details

Staff

Contact Details

Lifetime Financial Management Pty Ltd
 

PO Box 1395

Midland  WA  6936
 

Phone/Fax: 08 9578 3994
Mobile: 0408 910 752

  

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Staff

Linda BairdLINDA KIDD
Lifetime Financial Management Pty Ltd is owned and directed by LINDA KIDD B Com Dip FP.

Linda is an authorised representative (no. 244646) of Professional Investment Services Pty Ltd Australian Financial Services Licence Number 234951. Professional Investment Services is a Principal member of the Financial Planning Association.

Linda is a Certified Financial Planner and has been in the industry for 20 years. She has a Bachelor of Commerce majoring in Finance and has completed the Diploma of Financial Planning. Linda has been awarded the designation of Certified Financial Planner in recognition of both her qualifications and accumulated professional experience plus has been named one of Personal Investment magazine's Top 50 financial planners for 2 years running.

Linda's industry experience together with her formal qualifications gives her the necessary skills to advise on all aspects of Strategic Financial Planning including:

  • Superannuation
  • Allocated Pensions/Annuities
  • Unit Trusts and Managed Funds
  • Savings Plans
  • Gearing and Margin Lending
  • Tax Planning Strategies
  • Insurance Services - Life, Death, TPD, Trauma and Income Protection

Linda is committed to helping you define your lifestyle goals and financial strategies. The construction and implementation of each financial plan together with our ongoing future care program ensures that you can reliably achieve your objectives.

MAL SPOTTISWOOD
Should you require any estate planning service such as Wills, Powers of Attorney, Powers of Guardianship or advice and assistance with the administration of deceased estates, our estate planning associate Mal Spottiswood of Victorian Estate Planners Pty Ltd is available to assist our clients.

Mal is a solicitor in Victoria, New South Wales and the A.C.T. and is an Accredited Specialist Wills & Estates. Mal is also Fellow of the Society of Certified Practising Accountants, a Fellow of the Institute of Chartered Secretaries & Administrators an Associate of the Australian Institute of Banking & Finance (Snr) and is a Public Notary.

Please contact our office for a referral to our Estate Planning specialist.

 
   

BARBARA KEYTE-BERNDT
"Having migrated from Germany and spending many years gaining experience in hospitality I have moved into financial services. For the past 3 years I have enjoyed being a successful finance consultant as everybody has different needs and there is not one day that is the same."

Barbara is a representative of The Australian Loan Company, please contact our office for a referral to Barbara at At-Call Wealth Creators
   
 
 

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Lifetime Financial Management Pty Ltd

Head Office                                                            Contact Details                                        Melbourne Offices

PO Box 1395                                                            Phone/Fax:  08 9578 3377                          Level 2/499 St Kilda Road Melbourne  VIC 3000

Midland  WA  6936                                                  Mobile: 0408 910 752                                 

                                                                                Email: linda@lfm.net.au

 

ACN 921 774 332


estate planning, retirement planning, insurance services, pensions/ annuities, wealth creation, tax planning, margin lending, superannuation