Lindsay has over 30 years’ experience in the financial services industry, with the majority of his time spent as an investment adviser providing personal investment advice to a range of individuals, families, trusts and estates.
Lindsay utilises his experience and qualifications to assist his clients to make informed financial decisions around the accumulation of wealth required to fund their retirement, and achieve financial security throughout their retirement.
He holds a Bachelor of Business Studies and a Diploma of Business Studies endorsed in Personal Financial Planning. He is a Certified Financial Planner and an ACA member of Chartered Accountants Australia and New Zealand, being made a fellow in 2016.
Lindsay is married to Sharon and together they have 5 children (Amy, Rachel, Olivia, Mitchell and Victoria). He is a current Trustee of the Taranaki Help a Child Trust and the Chairman of the Taranaki Rugby Football Union.
Lindsay is an Authorised Financial Adviser, contracted to AdviceFirst, and regulated by the Financial Markets Authority.