As a Westlawn Financial Adviser, Liz assists clients across Northern New South Wales, Sydney and Brisbane with a wide range of financial advice. Depending on individual needs, Liz can provide advice on investments, personal insurance, superannuation, retirement and estate planning.
Liz has been working in the financial services industry since 1979 and providing financial advice services to clients since 1991. Prior to joining Westlawn in 2007, Liz held a variety of training, technical and project management roles with leading Australian financial services companies including Commonwealth Bank and MLC.
Liz holds a Diploma of Financial Planning and has qualified for the professional designation of Certified Financial Planner (CFP). She is a SMSF Specialist Advisor (SSA™) as well as a member of the Financial Planning Association of Australia (FPA) and a Justice of the Peace. Liz is primarily based in our Yamba branch, and available five days a fortnight.
Call Liz on 02 6642 0433.