Liz is a Compliance Manager with extensive experience in helping financial planning organisations meet their regulatory obligations. She brings over three decades of expertise in the financial services sector, with a deep understanding of the compliance requirements for delivering quality financial advice.
Throughout her career, Liz has gained comprehensive industry experience, having worked with one of the big four banks in various capacities, including finance, insurance, compliance, and financial planning. Most recently, she served as a compliance analyst for a private company, further honing her skills in regulatory compliance.
“I am passionate about my clients. In every role, my primary concern is ensuring that my client receive high-quality advice tailored to their needs and that they fully understand the advice they receive and pay for.”
Prior to joining Source, Liz was a Compliance Analyst with QRC in Brisbane. Her extensive background includes roles as a Senior Financial Planner with NAB nd as a Senior Business Review Manager with MLC.
Expertise
Liz has experience advising on compliance, with a focus on Financial Planning Advice.
Qualifications
- Advanced Diploma Financial Planning – Kaplan Professional
Get to know Liz
Liz enjoys spending time with family, casual dining out, and taking long walks on the beach with her daughter, grand-daughter, and her much-loved pups.
