Lana Berkowitz

Practice Manager

  • B.Comm
  • MBA
  • DFP
Lana joined the SFS team in 2021 in the role of Practice Manager. Holding a Bachelor of Commerce, Master of Business Administration, and Diploma of Financial Planning she has many years of experience in the financial planning industry. Lana primarily assists the directors in the day-to-day running of the practice, freeing up time to allow them to concentrate on their client-facing and strategic planning roles. Lana works in an operational capacity building relationships with stakeholders and running back-office applications such as updating the website and the CRM used by the business. She is responsible for process development and implementation and keeping staff on track to fulfil further training objectives. Lana’s role is key to the further growth and sustainability of SFS.
Lana loves to read and is passionate about research, especially in the financial and political spaces. She loves going to shows and spending time with her husband and two young children. Lana is also passionate about bringing women into the financial planning arena and wants all women to feel confident in controlling their financial futures.

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