Elizabeth began her career in the Financial Planning industry in 2001 and has held various client services, senior paraplanning and managerial roles across boutique financial planning firms as well as industry super and larger corporates before stepping into an advisory role in 2007. Elizabeth helps match people’s money to their goals and overcome fears and stress often tied to financial decisions. She is passionate about helping clients build a financial plan for the future as well as protect their nest egg so they can make day to day choices about their money with confidence.
Elizabeth holds a Bachelor of Commerce majoring in Economics and Finance and an Advanced Diploma of Financial Services (Financial Planning).
