“I am passionate about my clients and their confidence in meeting their compliance obligations as smoothly and seamlessly as possible.
I offer clients specialised advice in managed investment scheme compliance, AFSL compliance including responsible managers, licence variations and reporting and monitoring requirements and prudential standards in relation to ADIS and superannuation”.
Industry and career experience
Liz has experience advising on all aspects of compliance including:
- Managed Investment Scheme Compliance
- AFSL Compliance
- Licence Variations
- Reporting
- Prudential Standards in relation to ADIS
- Superannuation
Prior to joining Source, Liz was a Risk Consultant at Westpac. She has also worked for Russell Investments, Societe General and United Overseas Bank.
Qualifications
- Bachelor of Arts (Office Management)
- Postgraduate Certificate (Ethics and Legal Studies)
