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.
Why choose a RIAA financial adviser?
RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.
By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.
