About Me

Preserving and growing her clients’ wealth, Lucy specialises in ongoing investment management to meet her client’s individual goals. Lucy works with her clients to construct a long-term investment strategy tailored to achieving these goals. This enduring service helps clients weather all market conditions with a sense of confidence and peace of mind.

Lucy is also a valued market commentator providing informed contributions to a range of national and international media outlets, including Bloomberg and the ABC. In 2025, Lucy was named as a finalist in the Women in Banking and Finance Award for Achievement in Private Wealth.

Lucy graduated from the University of Sydney with a Bachelor of International and Global Studies and holds a Graduate Diploma in Financial Planning. Lucy has completed postgraduate accreditations in Foreign Exchange and Derivatives and passed the FASEA Financial Adviser Exam in November 2020.