Lesley Duncan

Determined | Energetic | Thoughtful | Empath

Certified Financial Planner®, Certified Practising Accountant, Bachelor of Commerce (Deakin University), Accredited Aged Care Professional®, Fellow Institute Professional Accountants, Financial Planning Association - Chapter Chair South Western Victoria

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Lesley Duncan | Financial Planner

Qualifications & Memberships:

  • Certified Financial Planner®
  • Accredited Aged Care Professional®
  • Certified Practising Accountant*
  • Bachelor of Commerce (Deakin University)
  • Fellow Institute Professional Accountants
  • Chair of Financial Planning Association Geelong Chapter

Lesley, took on a career change from accounting to financial planning in 2002, after a long conversation with her own financial planner.  Using a collaborative approach, she assists her clients through the often complicated and confusing aspects of financial planning, helping set and achieve their unique lifestyle and financial goals, and ongoing, seeing them through their life phases, joining in triumphs, trials and tribulations.

Her advice embraces all aspects of financial planning, interpreting the complex and frequent changes to legislation.

In her spare time Lesley offers her expertise on charitable committees for disperions of grants, enjoys good food and wine, and balances this by keeping fit through Personal Training, Pilates, Walking and Yoga.  Lesley attempts to grow vegetables in her garden and shares in her husband’s passion for old American cars, art and travelling, having also lived in New Zealand and England.

 

*Lesley Duncan is a member of the CPAA and ICAA and adheres to both APES 230 and Pronouncement 11 in adhering to key aspects of the Accounting Professional and Ethical Standards Boards (APESB) and accounting industry professional standard. Further information can be found via the following link- https://www.publicaccountants.org.au/news-advocacy/apes230

"Very professional in their dealings and have provided sound and sensible advice over many years. Highly recommend Muirfield"

"Lesley has helped us immensely with getting our finances in order and look forward to seeing & working with her in future.Deb and Glenn Sexton

"We have always received excellent personalised advice from Hayden, Melinda and Courtney which is delivered with clarity and amicability."

 

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