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ABOUT US
Our Principal,
Lyn Clark-Duff, trading as LCD&Co Financial Planning (ABN 39 041 408
776), is an Authorised Representative of Millennium3 Financial Services
Pty Ltd, ABN 61 094 529 987, AFSL 244 252. M3 provides a range of services
including research, professional development workshops and technical support
to assist Lyn to provide the best possible advice to our clients. For
more information about Millenium3 Financial Services Pty Ltd, please refer
to the M3 website at www.millennium3.com.au
Lyn has
over 40 years experience as a Chartered Accountant and has been operating
a financial services practice from Eastwood for over 3 decades.
In December,
2008, Lyn sold her accounting practice, LCD&Co Financial Solutions
to Peter Sullivan, CPA so that she could concentrate solely on her financial
planning business, LCD&Co Financial Planning.
Peter
and Lyn have continued to operate two separate businesses from the same
premises.
We are
conveniently located in Eastwood, in the state of New South Wales, close
to train and bus links and with ample parking nearby. Eastwood in approximately
19 kms north-west of Sydney CBD and 9 kms north-east of Parramatta.
Qualifications:
Lyn's
qualifications and registrations include Fellow of the Institute of Chartered
Accountants in Australia (FCA-Financial Planning Specialist);
Certified Financial Planner (CFP) and Justice of the Peace (JP). Lyn is
an Authorised Representative of Millennium3 Financial Services Pty Ltd
(AFSL 244 252), which enables her to provide comprehensive financial planning
services including advice on wealth accumulation (savings & investments),
wealth protection (life insurance), superannuation and retirement strategies
etc.
Lyn has
a commitment to ongoing professional development and staff training and
takes pride in the personal services we provide to our clients.
Business
Community Involvement:
Lyn takes
an interest in issues affecting the local business community and belongs
to both Ryde Business Forum Inc. (RBF) and Eastwood Chamber of Commerce.
Lyn has been Hon. Treasurer of RBF for many years. She was also a Director
and Hon. Treasurer of Macquarie Community College Ltd from 2008 to April,
2010.
Over
the last few years, we have been pleased to partner Macquarie University
by providing work experience and supervision to students in two important
career development programs: the Work Experience Program (WEP) for Postgraduate
Accounting students and the Internship Program for international students.
Other
Community Interests:
Lyn has
been very involved in the sport of Netball, over many years, in a range
of volunteer roles including club treasurer, club and state league team
manager, treasurer of Eastwood Ryde Netball Association and Finance Director
on the Board of Netball Australia for over 16 years.
Lyn has
been a volunteer in other community groups including welfare, sports and
school bodies in the Eastwood / Ryde district.
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