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 and retirement planning, aged care and estate planning.
Liz has over 22 years experience within the financial planning industry and a further 11 years in banking and finance. Prior to joining Westlawn in 2006, 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 designation of Certified Financial Planner (CFP). Liz is a member of the Financial Planning Association of Australia (FPA) and also a Justice of the Peace. Within her community, Liz is a committee member of the local residents association.
Liz is authorised by GWMAS to provide financial product advice in investments, superannuation and retirement planning and risk insurance.
Call Liz on 02 6642 0433.