MenuValerie Lumby
About Me
With a decade of hands-on experience, Valerie is passionate about helping clients achieve financial stability and long term financial security. Valerie has been part of the financial services profession since 2008, and has completed her Diploma of Financial Services and the Advanced Diploma of Financial Planning.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 10 Years -
Licensed By Kdm Financial And Estate Planning Pty Ltd
