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Lucy Meagher

Financial Adviser

|

Certified

Lucy Meagher

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Lucy joined the Private Wealth team in 2015 and advises high-net-worth families and not-for-profit organisations. Preserving and growing her clients’ wealth, Lucy specialises in ongoing investment management and administrative services to meet her client’s individual goals. Lucy works with her clients to construct a long-term investment strategy tailored to achieving these goals. This enduring service helps clients weather all market conditions with a sense of confidence and peace of mind. Lucy is also a valued market commentator providing informed contributions to a range of national and international media outlets, including Bloomberg and the ABC. Lucy graduated from the University of Sydney with a Bachelor of International and Global Studies and holds a Graduate Diploma in Financial Planning. Lucy has completed postgraduate accreditations in Foreign Exchange and Derivatives and passed the FASEA Financial Adviser Exam in November 2020.

Address

Sydney, NSW, AU, 2000

Phone

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Organisation

  • Evans & Partners

Company number

Services offered

  • Investments/Managed Funds Direct Shares

Certified products

Approved products

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.