Summary

CFP, Adv Dip FS (FP), JP As a Westlawn Wealth Adviser, I assist clients across Northern New South Wales, Sydney and Brisbane with a wide range of financial advice. Depending on individual needs, I can provide advice on investments, personal insurance, superannuation and retirement planning, aged care and estate planning. I have over 25 years experience within the financial planning industry and a further 11 years in banking and finance. Prior to joining Westlawn in 2007, I performed a variety of training, technical and project management roles with leading Australian financial services companies including Commonwealth Bank and MLC. I hold a Diploma of Financial Planning and qualified for the designation of Certified Financial Planner (CFP). I am a member of the SMSF Association, Financial Planning Association of Australia (FPA) and also a Justice of the Peace. I am authorised by GWMAS to provide financial product advice in investments, superannuation and retirement planning and risk insurance. Call Liz on 02 6642 0433. Email [email protected]