Lizz has recently joined our team in June 2022 as a Provisional Adviser and is undergoing her Professional Year. She has been in the financial services industry since 2012, having previously worked for Commonwealth Bank and more recently Aware Super.
She has extensive experience in several aspects of financial planning, including Superannuation, Cash Flow Management, Insurance and Wealth Creation. Lizz is an enthusiastic and highly motivated member of the team, providing invaluable support to the Senior Advisers and a dependable source of information for clients. Lizz has completed her Graduate Diploma of Financial Planning and has a Bachelor of Finance (Banking) from Latrobe University.
Lizz is passionate about helping clients achieve their financial goals and keeps up to date with the latest changes in the sector through continued coursework and professional development. When not helping clients achieve their goals Lizz loves to cook and bake (especially sweets!), spend her days at the beach with her dog Myla, doing Pilates, and spending time with family.