Financial Adviser · MAITLAND, NSW

Lyn Theresa Formica

MAITLAND, NSW

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001271976

Currently at

Heffron Consulting

Maitland, NSW (firm address)

View firm profile

Lyn Theresa Formica is a financial adviser based in Maitland, New South Wales, with 10 years of experience in the financial services industry since 2016. Lyn is currently authorised under Heffron Consulting. Lyn holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Lyn's qualifications include a Bachelor of Business (Accountancy) from Queensland University of Technology. Lyn is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation

Authorised to provide tax financial advice services

Qualifications and Training

1992

Bachelor of Business (Accountancy)

Queensland University of Technology

1994

Chartered Accountant Program

Chartered Accountants Australia and New Zealand

2010

SMSF Specialist Advisor (SSA) Accreditation

SMSF Association

2016

Accountants SMSF Package

Kaplan

2025

FPC001B Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Heffron Consulting Pty Ltd

Dec 2018 - Present Current

McPherson & Associates Pty. Ltd.

Aug 2016 - Aug 2017 Ceased

Source: ASIC Financial Advisers Register