Lucy is a highly motivated strategy adviser committed to helping clients achieve their financial goals. Starting her career at Evans and Partners in 2020, Lucy brings a fresh perspective and understanding of financial strategies. She offers personalised advice tailored to each client’s unique needs.

Lucy’s specialties include strategic financial advice, pre and post-retirement planning, superannuation and self-managed super funds, tax-effective wealth building, and wealth transfer strategies. She enjoys building personal relationships with her clients and creating tailored strategic plans to help them achieve their financial objectives or improve their financial position.

Lucy holds a Bachelor of Applied Finance from Macquarie University and a Graduate Diploma of Financial Planning from Kaplan Professional Australia.