Lyle has worked in the financial planning profession since 2015 and specialises in advice to small and medium business owners. Lyle brings a wealth of knowledge to CFB, and thoroughly enjoys helping clients achieve their goals.
- Master of Business Administration, Griffith University
- Diploma of Financial Planning, KAPLAN professional
WHEN did you start with CFB?
I started with CFB in September 2015.
WHAT are your duties at CFB?
As a financial planner I am responsible for providing financial solutions to a wide range of clients, and have a particular interest in the SME market. This has stemmed from growing up as part of a family business, and the entrepreneurship and optimism of business owners really resonates with me. I provide advice based on personal values and goals, rather than selling products. Helping people work out what is most important to them and then using money as a tool to do the things they want to do is highly rewarding.
WHAT have you done professionally that you are proud of?
Being self-employed in the bicycle industry as an importer, wholesaler and retailer of bicycle parts and accessories for ten years. This provided me with the opportunity to assist clients in achieving their business goals in an efficient and effective manner.
WHAT are you passionate about outside of work?
I love cycling, rogaining, fishing, fullbore target rifle shooting, golf and spending time with my wife and grandkids.