LYNN LIN
ASSOCIATE FINANCIAL ADVISER
About
Lynn is an Associate Financial Adviser at Trellan Capital with over six years of experience in the financial services industry. She works closely with advisers to develop tailored financial strategies and advice solutions for clients across different stages of life, with a strong focus on technical accuracy and clear, well-structured advice.
Prior to joining Trellan, Lynn developed extensive experience in financial modelling, strategy development, and advice documentation. She is highly skilled in reviewing complex client scenarios, cash flow projections, and supporting the preparation of comprehensive Statement of Advice (SOA) documents. Her work plays an important role in ensuring clients receive practical, well-considered strategies that support informed financial decision-making.
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Lynn’s approach is grounded in clarity and attention to detail. She is committed to making complex financial strategies easier to understand and ensuring advice is both technically robust and client-focused.
Lynn holds a Bachelor of Commerce from the University of Sydney, a Master of Financial Analysis from UNSW, and an Advanced Diploma of Paraplanning. Her areas of focus include retirement planning, SMSF, insurance, wealth creation strategies, and financial modelling.
Outside of work, Lynn enjoys travelling, discovering new restaurants, and spending time with family and friends. She also has a strong interest in music, plays the Chinese pipa, and is currently learning the V-Drums.
get in touch
Address: Level 7, 88 Pitt Street, Sydney NSW 2000
Phone: (02)9233 1111
Email: lynn@trellancapital.com.au
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Lynn Lin
Associate Financial Adviser
