Kirsten Lynn

Private Wealth Adviser

"Be clear about the big picture, do the small things well over time and be ready to adapt to change."

Kirsten advises on creating, enjoying, protecting and passing on wealth. As an experienced Adviser and qualified lawyer, she can plot a course with you through important transitions in your family life. Whether you’re setting up wealth for your family’s long-term benefit or looking to find the right balance between funding a comfortable retirement and giving an early hand to your children, she will help you make it happen.

Areas of expertise

  • Wealth Creation
  • Retirement and Superannuation Strategies
  • SMSFs and Family Trusts
  • Intergenerational Wealth Transfer
  • Family separation and Blended Families

Kirsten Lynn loves

  • Family road trips and board games while our daughters still think we’re fun.
  • Well-written drama and non-fiction– think Sophie’s Choice, The West Wing, Serial and anything by Michael Lewis, Malcolm Gladwell or Joan Didion. (Recommendations very welcome!).
  • The quiet morning ritual of making tea before the daily juggle starts.

Qualifications

  • Bachelor of Laws and Arts (Honours) (UNSW) 
  • Master of Public Policy (ANU) 
  • Solicitor of the Supreme Court of NSW 
  • Advanced Diploma of Financial Planning (Kaplan) 

Membership & associations

  • Financial Planning Association of Australia 
  • Law Society of NSW 

 

Read ‘How to divide your wealth without dividing your blended family‘ by Kirsten Lynn.

Areas of expertise

  • Wealth Creation
  • Retirement and Superannuation Strategies
  • SMSFs and Family Trusts
  • Intergenerational Wealth Transfer
  • Family separation and Blended Families

Qualifications

  • Bachelor of Laws and Arts (Honours) (UNSW) 
  • Master of Public Policy (ANU) 
  • Solicitor of the Supreme Court of NSW 
  • Advanced Diploma of Financial Planning (Kaplan) 

Membership & associations

  • Financial Planning Association of Australia 
  • Law Society of NSW 

 

Read ‘How to divide your wealth without dividing your blended family‘ by Kirsten Lynn.

Kirsten Lynn loves

  • Family road trips and board games while our daughters still think we’re fun.
  • Well-written drama and non-fiction– think Sophie’s Choice, The West Wing, Serial and anything by Michael Lewis, Malcolm Gladwell or Joan Didion. (Recommendations very welcome!).
  • The quiet morning ritual of making tea before the daily juggle starts.

Kirsten is a charming, intelligent young woman who inspires confidence in her clients. Her investment and financial guidance is first rate. Above all we feel she has our interests at heart. We have complete trust in her expertise and have no hesitation in recommending her to others.

— Anthony