Experience

I have been in the Financial Service Industry for more than 20 years. I started off working in Funds Management in client services and then moved to Technical Management where I helped Financial Advisers navigate legislation and find strategies and solutions to their clients’ complex circumstances. In 2003 I made the switch from Technical Manager to Financial Planner when  I moved to regional NSW. I love helping people understand the importance of

financial journey and understanding all that it involves. I find it rewarding that I can provide peace of mind to clients about their circumstances and taking the time to educate them so that they walk away with a little bit more knowledge every time.As a mother of 3 girls, I am passionate about educating women regarding financial issues and want to encourage women to be in control of their own financial future. I have a Bachelor of Business (Finance) and a Diploma of Financial Planning.

I can provide advice in the following areas

• Superannuation & Self-Managed Super Funds
• Personal Insurance
• Investment strategies
• Centrelink
• Retirement Planning
• Debt Reduction & Budgeting/Cashflow Analysis

Qualifications

• Bachelor of Business (Finance)
• Diploma of Financial Planning

More about Lucy

• I’m a mum to 3 gorgeous girls Matilda, Harriet, and Arabella.
• I love spending time with family and friends.
• I enjoy all things interiors and real estate, gardening, and travel.