About us

WL Financial Advisers is a privately owned boutique firm based in Sydney’s Northern Suburbs, with over 25 years of experience helping individuals, families and businesses navigate their financial futures.

We take a holistic and strategic approach to financial advice, developing tailored strategies that reflect each client’s unique circumstances, goals and aspirations. Our focus is on building long-term relationships and providing clear, considered advice to help our clients make informed financial decisions with confidence.

Whether you are planning for retirement, growing your wealth or protecting your family’s financial future, we work closely with you to develop practical strategies designed to achieve your short-term objectives and long-term goals.

Financial Adviser

Lyndon Watson

Diploma of Financial Planning

Authorised Representative Number: 293330

Lyndon brings more than 25 years of experience in financial advice, having worked as a Financial Adviser since 1998 and run his own business for much of that time. He believes financial planning is most effective when started early, helping individuals and families build wealth, plan for retirement and create a secure financial future.

Lyndon’s expertise spans tax-effective investment strategies, share trading, superannuation, personal insurance, retirement and Centrelink planning, and aged care. Beyond investment outcomes, he values building lasting relationships with his clients, taking the time to understand their individual goals and preferences and providing ongoing, personalised advice to help them achieve the lifestyle they aspire to.

Financial Adviser

David Lee

Bachelor of Commerce
Master of Accounting
Graduate Diploma of Financial Planning

Authorised Representative Number: 1317685

David brings more than a decade of experience in financial services. Since becoming a Financial Adviser he has been helping individuals and families make informed decisions about their wealth and their future. He believes good financial advice goes beyond numbers and investment returns — it’s about understanding what matters most to each client and building a strategy to help them get there.

From building wealth to planning for retirement and managing more complex financial decisions, David supports clients at every stage of their financial journey. His expertise spans superannuation, retirement planning, investments and share trading, with an emphasis on clear guidance, thoughtful strategy and practical outcomes.

His approach is personal, considered and focused on the long term, giving clients confidence that their financial affairs are working towards what matters most to them.

Our approach

Personal advice, built around you

Good financial advice starts with understanding you — your goals, your priorities and what matters most to you. We take the time to get to know you and your financial circumstances, developing a tailored strategy to help you build wealth, plan for the future and make informed decisions along the way.

A trusted relationship
Advice tailored to suit you
A clear path forward
Ongoing support as life changes

How it works

First Conversation

We start with an initial conversation to understand what matters most to you, discuss your financial goals and explore how we may be able to help.

Getting to Know You

We take the time to understand your financial circumstances, goals, priorities and attitude towards investment risk, building a clear picture of your needs.

Statement of Advice

We prepare a personalised Statement of Advice outlining our recommendations, the benefits to you, the reasons behind them and alternatives considered.

Implementation

Once you’re comfortable with the recommendations and approve the advice, we help put your financial strategy into action and coordinate the necessary steps to get things underway.

Ongoing Reviews

Your financial circumstances and goals may change over time. We meet regularly to review your strategy, monitor progress and make adjustments as needed to keep your plan aligned with your circumstances and goals as they evolve.

Let's talk about your financial future

Get in Touch