Liz specialises in not-for-profit, senior living clients and philanthropic trusts. She has a deep understanding of the unique needs and strategic objectives of not-for-profit organisations and helps her clients implement best practice investment policies, she has led clients to incorporate ESG principles into their investment process that reflect organisational values.
Before joining Perpetual, Liz was responsible for business development and investment consulting at Macquarie, providing asset allocation and investment policy advice, investment solutions and board presentations to non-profit clients.
Liz has a Bachelor of Commerce, Graduate Diploma in Applied Finance, a Graduate Diploma in Management from the Royal Australian Navy Staff College, and Master of Financial Planning.
Liz is President of a Premier League Netball Franchise. She volunteers with the Wayside Chapel.
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