Lucy joined Western Pacific in June 1999, in the role of Administrative Paraplanner. Her roles encompass financial planning support to Aldis and Geoff, client services management and paraplanning.
Lucy started out her career with NAB where she worked for 10 years, in various customer service roles and one year as Client Services Officer with Asgard before joining Western Pacific.
Lucy holds a Diploma of Financial Planning from Deakin University and has completed her studies towards attaining the standing of Certified Financial Planner (CFP). She is a member of the Financial Planning Association of Australia (FPA).
Lucy has a solid knowledge of the strategies that clients adopt to achieve their financial objectives. She enjoys seeing clients on their journey to financial security, through the various stages of their financial lives.
Outside of work, Lucy enjoys a variety of sports, particularly basketball, cricket and hockey. Lucy used to play Gaelic football and represented Western Australia three times at the Australasian Gaelic Football Championships.
Diploma of Financial Planning
Member of the Financial Planning Association of Australia (FPA)