Team

Meet Lin

Lin is a Financial Adviser at Halpin Wealth. Lin has been employed in the Financial Planning Industry since 2001, and during this time, she has gained extensive experience in strategic financial planning and investment management.

Lin is passionate about the importance of all Australians having access to honest and transparent advice.  She enjoys working with clients who are contemplating making the transition from working life into retirement and understands the trepidation and anxiety that this period can bring.  She also enjoys working with young families who are starting out on the journey of building wealth for the future and are juggling the conflicting demands on cashflow.  Lin is a strong believer in starting the wealth journey as early as possible.  ‘Wealth, like a tree, grows from a seed.  The sooner you plan that seed, the sooner shall the tree grow.’ (George S Clason)

Lin is the proud mum of three active boys and spends most of her free time watching them play soccer or compete in kayaking and surf lifesaving.  She also enjoys bushwalking, getting away from the hustle and bustle of city life, and sharing a nice glass of shiraz with family and friends!

Expertise

Lin provides advice in the areas of:

• Retirement Planning
• Estate Planning
• Risk Insurance
• Self Managed Super Funds
• Debt Management
• Direct Equities and Managed Investments
• Wealth Creation

Qualifications & Professional Memberships

Lin has achieved the following financial planning accreditations:

• Successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam;
• Securities Institute of Australia – Graduate Diploma of Financial Planning; and
• National College of Economics, Brussels (Belgium) – Graduate Diploma of Business Economics.
• Member of the Financial Advice Association of Australia (FAAA).