A director with Crystal Wealth since 2015, Louise brings a wide range of experience and depth of knowledge in all facets of financial planning to her role. Louise has been providing sound financial advice for over 15 years, working in private banks and managing large portfolios of high net worth clients across the retiree and wealth accumulation demographic.
Louise takes a holistic approach to planning to ensure client objectives are consistently met. She works one-on-one with her clients to bring clarity, direction and organisation to their financial affairs.
Louise is a Certified Financial Planner with a Life Risk Specialist designation. She holds a Masters of Business Administration, majoring in finance and funds management, a Graduate Diploma in Financial Planning, and is a Graduate of the Australian Institute of Company Directors.
For six years, Louise served as a Board member for the Financial Planning Association of Australia (FPA) where she received an FPA Distinguished Service Award and Fellow Award. Louise has also been a Director of the Financial Ombudsman Service and a finalist for Financial Planner of the Year for 2015 Women in Financial Services Awards. Louise is currently a FASEA board member.
Louise is passionate about the education of young people and financial literacy and enjoys presenting at schools and universities to assist in this area. In her spare time, Louise loves to run, play netball and is actively involved in her children’s sporting activities.
Our directors and senior management have over 80 years of collective financial services industry experience.
To book your complimentary initial consultation with a Crystal Wealth professional, contact us today.